Our integration with the Black Diamond Wealth Platform empowers Financial Advisors to leverage the power of both tools in an efficient, cost effective platform. The partnership will make it easier for advisors to understand factor risks, build better portfolios & empower meaningful conversations with clients regarding their complete wealth picture.
Easily sync Black Diamond portfolios into factorE
Analyze individual accounts or portfolios with multiple accounts
Compare before/after portfolios looking at performance and risk
Stress test strategies and portfolios in a multitude of market environments
Print & present custom reports