Webinar Replays

New factorE, Integration with Black Diamond

By October 14, 2020October 16th, 2020No Comments
Launch of factorE v1.0: Black Diamond Integration, Multi-Account Portfolio Analysis, Proxy Assets

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
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