To deliver the very best for our clients, Strategic Wealth Partners has teamed with the leading provider of web-based, outsourced portfolio management and reporting platforms to independent advisors.  Black Diamond offers a powerful tool for advisors and wealth managers by providing unbiased, outsourced investment performance reporting.

The Black Diamond reporting system is very powerful, customizable and highly configurable.  It is a web-based performance reporting solution that provides accurate, timely and meaningful data allowing clients to get an unprecedented view of their investment performance story.  Each client receives a detailed quarterly report.  In addition, clients receive a detailed monthly report from their custodian.  The client may elect with their custodian to receive a paper or paperless statement, proxies and annual reports.

Using its proprietary reconciliation engine, Black Diamond reconciles client data on a daily basis so advisors and wealth managers always have the most current reporting information available at their fingertips.  Read more at http://www.blackdiamondreporting.com