Integrated Wealth Management Reporting Site –This site is powered by Black Diamond Wealth Platform. This is where clients can access their electronically generated reports such as quarterly performance, market commentary, and quarterly billing statements. Clients can also see various information about their accounts such as performance, allocations and transactions, 24/7.
Each client will have their own personal user name and password to their secure reporting site. Documents (performance, billing, transactions, and other notifications) will be upload this site and an email will be generated to notify a client that a document has been uploaded.
By special request, Clients may receive paper copies of their documents in lieu of utilizing the Reporting Site.