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The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.

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is a secure, easy way to run performance reporting & review your account information. From the dashboard you can view and monitor your portfolio allocation, performance, and transaction history, as well as run reports on specific accounts or

Technology is continually advancing and the expectations of users— including investors— are moving forward at a rapid pace. Investors are comparing their financial technology to their social media and music streaming experiences and they expect