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Performance Reporting Tools

COR Clearing enables its correspondents to enhance their workflow, manage portfolios and communicate client investment performance story with its performance reporting solutions.

COR Clearing has partnered with SS&C  Advent to offer the portfolio management and reporting tool Black Diamond.  Black Diamond provides a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily reconciliation.  The system can be integrated for use with a broad scope of financial assets including equities, ETFs, mutual funds, separately managed accounts, fixed income securities, money market funds, REITs and Alternative Assets. 

With this enhanced product, your firm can benefit from the following:

 

·       Portfolio management with a complete view of assets

·       Performance measurement

·       Portfolio accounting

·       Outsourced reconciliation and data management

·       Dynamic, adaptable reporting

·       Integrated rebalancing and client billing

·       Anytime, anywhere access

 

Additional product information and implementation process can be found on the Correspondent Connection site.

COR Clearing, LLC is not affiliated with Black Diamond.