Reporting

Reporting

Accurate, Timely and Meaningful

Strategic Wealth Partners has teamed up with Black Diamond, one of the leading providers of web-based portfolio management and reporting platforms. Black Diamond is a powerful tool that brings our clients investment performance information that is accurate, timely and meaningful to them. On just one platform, our clients get an unprecedented view of all of their investment information. Black Diamond also serves as an online portal for receiving any monthly or quarterly reports, and is mobile-friendly.

At the beginning of your relationship with us, our dedicated Black Diamond specialist here at SWP will get you set up and make sure you are comfortable using the platform. On an ongoing basis, we serve as your point of contact for any issues or specific requests, including custom reporting or views.

Laptop BD Reporting