Integrated Wealth Management Reporting Site –This site is powered by Black Diamond Portfolio Management Platform. The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Through this platform, Integrated Wealth Management establishes a secure electronic portal for each client. Once established, a client has 24/7 access to their portfolio information including allocations, performance, transactions, and documents (reports).
At least quarterly, documents such as performance reports and billing statements are uploaded to each client’s portal. When a document is uploaded the client is notified via email. All documents can be downloaded and printed and/or viewed and retained in the client portal.
Black Diamond also provides a mobile app. for clients to access their portal.