As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your business – one that frees up your time while delivering on client needs.
Whether you spend too much time each day on reporting, or want to give your clients better reporting information and greater transparency, an advanced reporting solution can help meet your needs as well as your clients’.
Trust partners with Black Diamond Performance Reporting to deliver advanced reporting to advisors and their clients. Black Diamond integrates with Trust’s single sign-on Liberty platform to provide better reporting and easy monitoring of your entire book of business – even across custodians. Black Diamond also gives advisors the ability to:
Having the time to spend growing your relationships with current and prospective clients is key to business success. If performance reporting is taking up too much of your time, you may want to look at switching to an outsourced solution that can handle your reporting needs.