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At Black Diamond Performance ReportingÔ, our mission is to provide a highly valuable, customizable performance reporting solution to independent wealth managers and financial advisors. Founded in 2003, we use the Microsoft .NET platform to provide our clients with a robust Internet based application to view the performance of their assets under management. Using an Internet application allows wealth managers to access performance reporting from remote locations and eliminates the need to install and run costly software. We view our clients as partners and work with them to ensure that our solution is flexible in meeting their performance reporting needs. Driven by this partnership mentality, our goal is to provide industry leading performance reporting that helps independent wealth managers drive revenue and increase productivity and efficiency. Black Diamond is a privately held company that seeks the opportunity to learn more about your performance reporting needs. We are eager to put our application and experience to work for you today.
Oklahoma Employees Credit Union is a Oklahoma City, OK-based company in the Financial Services sector.
Capstone Advisory Group is a Saddle Brook, NJ-based company in the Financial Services sector.
Self-Help Credit Union is a Durham, NC-based company in the Financial Services sector.
BetaNXT is the next wave in wealth management technology and outsourcing solutions. Combining industry expertise with the power of our proven BETA, Maxit, and Digital Investor businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth.