View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Technology
August 9, 2009

Pershing Offers New Reporting Tool From Black Diamond

Investment professionals, RIAs and dually registered advisors can view a complete portfolio of their clients' assets, including assets held away from Pershing

By CBR Staff Writer

Pershing, a subsidiary of The Bank of New York Mellon, has announced that it has begun providing its introducing broker-dealer and independent registered investment advisor (RIA) customers with an access to a new reporting solution from Black Diamond. This new tool is accessible through NetX360 – Pershing’s technology platform.

Reportedly, Black Diamond’s performance reporting solution enables Pershing’s customers to manage their clients’ investment portfolios. The company has added that investment professionals, RIAs and dually registered advisors can view a complete portfolio of their clients’ assets, including assets held away from Pershing. The solution is also expected to provide access to critical business information and a range of functions directly from within NetX360.

Using its proprietary reconciliation engine, Black Diamond reconciles its clients’ data on a daily basis so advisors and wealth managers always have the most current reporting information available at their fingertips.

Black Diamond Performance Reporting is headquartered in Jacksonville, Florida, with offices in San Francisco and Dallas.

Content from our partners
Scan and deliver
GenAI cybersecurity: "A super-human analyst, with a brain the size of a planet."
Cloud, AI, and cyber security – highlights from DTX Manchester

Websites in our network
Select and enter your corporate email address Tech Monitor's research, insight and analysis examines the frontiers of digital transformation to help tech leaders navigate the future. Our Changelog newsletter delivers our best work to your inbox every week.
  • CIO
  • CTO
  • CISO
  • CSO
  • CFO
  • CDO
  • CEO
  • Architect Founder
  • MD
  • Director
  • Manager
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.