Tag: Black Diamond

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 […]

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. (more…)