New Client Portal: Safe and Convenient

December 12th, 2014 by John Murphy

In September we announced that our reporting will be changing effective with the First Quarter 2015 Reports. Along with these changes there will also be a new way to access your B&C Reports – the Black Diamond Client Portal.

The Client Portal will allow 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.

Along with the Portal, clients will be able to access quarterly reports, wire forms, account paperwork, and securely submit paperwork to B&C via the Document Vault. The Vault will allow us to limit the amount of sensitive client information passed via e-mail, which is a tremendous safeguard for our clients.

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

We will be reaching out during the First Quarter to give clients the login information and more details about the Portal.