Black Diamond Performance Reporting of Jacksonville, Fla. just announced that it is releasing an enhanced portfolio management and reporting platform called BlueSky.
To read the press release from Black Diamond, click the following link: http://www.blackdiamondreporting.com/whoweare/press
BlueSky is a web-based platform that enhances standard portfolio management and performance reporting features by adding an array of customizable options. BlueSky users can now configure the appearance and settings of their home page under the SkyViews feature.
Pre-configured report objects can now be added to a user’s home page under the SkyBoxes option, and comprehensive report pages constructed for each user are available under the SkyPages feature.
In addition, Black Diamond announced that it is expanding its Client Advocates team to better support the company’s clients. In the press release, Reed Colley, CEO of Black Diamond Performance Reporting, said, “Our expansion of our expert support in the areas of transition and data conversion are in response to the growing demand we are seeing from established wealth management firms.”
I have not yet viewed the new BlueSky platform, but I hope to arrange a demo soon and report back on its features and usability for advisers considering the system.
