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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.

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