Salesforce, the most flexible CRM system available, is the backbone of a system that acts more as an office assistant than an electronic rolodex. Embedded work flows provide simplified account establishment processes and documentation.
Black Diamond, a leader in portfolio analytics, allows you to slice and dice your book of business, a segment, a household, or an account to give a deep dive look into what’s happening within managed accounts. In addition, performance reporting is available for all accounts. Combine the sophisticated performance metrics with investor-friendly functionality to help educate clients about their progress toward their goals. A host of report templates, as well as customization options, are available so you may present account information to clients in a way that best meets their sophistication and curiosity. Black Diamond handles daily reconciliation of positions and balances, taking the work off your shoulders.
For those advisors taking on the asset management functions, Black Diamond presents block trading, model and rebalancing functionality. In addition, you may choose to leverage the trading platforms available through our custodial partners.