| Name | Title | Contact Details |
|---|---|---|
Rachel Caple |
Chief Sales and Revenue Officer | Profile |
James Polinori |
Chief Marketing Officer | Profile |
James Polinori |
Chief Marketing Officer | Profile |
Hudson Valley Credit Union is a credit union serving the New York counties of Dutchess, Orange, Ulster, Putnam, Rockland, Westchester, Greene, Columbia, Albany, Rensselaer, Schenectady, and Saratoga.
Incenta Federal Credit Union is a Dayton, OH-based company in the Financial Services sector.
Business Research Group is a Bloomfield Hills, MI-based company in the Financial Services sector.
M and B Partners is a Boca Raton, FL-based company in the Financial Services sector.
At Black Diamond Performance ReportingÔ, our mission is to provide a highly valuable, customizable performance reporting solution to independent wealth managers and financial advisors. Founded in 2003, we use the Microsoft .NET platform to provide our clients with a robust Internet based application to view the performance of their assets under management. Using an Internet application allows wealth managers to access performance reporting from remote locations and eliminates the need to install and run costly software. We view our clients as partners and work with them to ensure that our solution is flexible in meeting their performance reporting needs. Driven by this partnership mentality, our goal is to provide industry leading performance reporting that helps independent wealth managers drive revenue and increase productivity and efficiency. Black Diamond is a privately held company that seeks the opportunity to learn more about your performance reporting needs. We are eager to put our application and experience to work for you today.