Black Diamond Client Portal

September 23rd, 2015 by B&C Financial Advisors

We are approaching the end of our first year of using Black Diamond to produce client reports. One of the most exciting aspects of Black Diamond Reporting is that we are able to provide online access to your portfolio in the familiar report format via the Client Portal.

The Client Portal allows clients to view details of their portfolio on a daily basis in the same easy to read format as the quarterly reporting. These views are separate, and in addition to the current online functionality provided to you by Pershing. You will be able to view multiple “Cards,” which will provide the same information currently included in your quarterly report.

Within the Portal, clients are able to access quarterly reports, as well as safely and securely transmit documents with B&C via the Document Vault. The Vault allows us to limit the amount of sensitive client information passed via e-mail, which is a tremendous safeguard for our clients.

Not only are clients able to access this information on the web, but the Client Portal is also available on smartphones and tablets giving our clients greater flexibility to access their information.

Benefits of going paperless:

  • Access your reports 24/7 with no searching, stress, or paper cuts.
  • Stay on top of account activity with emails whenever your reports or other important documents have been posted. No more waiting for them to show up in your mailbox.
  • Know that you’re making an environmentally friendly choice. Online reports take fewer natural resources to create and deliver than their paper versions.

If you have not yet signed up for the Client Portal and would like to do so, please send an email to info@bandcfinancial.com with your full name and preferred email address. We would encourage any of our clients not currently using the Portal to take the opportunity to set up time with one of our staff to review the Portal.

 Helpful Links

Client Portal FAQ’s 

Client Portal Tutorials

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