Western International Securities Debuts the Black Diamond Reporting and Accounting Solution for Home Office and Advisors

PASADENA, Calif., Jul. 19, 2018 /PRNewswire-PRWeb/ -- The Black Diamond platform is an all-new experience for Western's advisors, offering a full-featured wealth management platform that integrates portfolio management, reporting, client communications and rebalancing in a single, holistic cloud platform.

The firm is already using Black Diamond for centralized reporting and believes that offering the technology to all its advisors free of charge is an overall investment for Western International Securities. The access roll-out will be available to Western this summer, with a launch at its annual conference in August. "As technology advances, our advisors expect these capabilities" says Donald Bizub, CEO. "This will help our advisors navigate troubled markets, maneuver through difficult regulatory times, and is our response to pressing client demand for high end tools and points of access". "This platform includes several items that Western has not provided in the past, including performance reporting, account aggregation, portfolio modeling and re-balancing tools, as well as online client access", says Chris Cerini, Western's Head of Advisory and Trading Solutions.

Western was looking to modernize its technology stack for efficiency in home office capabilities and to onboard a solution that would be intuitive and attractive to advisors. "We looked at quite a few options and chose Black Diamond because of its scalability and flexibility with reporting, along with its reputation among top advisors as a market leader".

Cerini can be contacted directly for more information at: 626-529-2388 or ccerini(at)wisdirect(dot)com.

SOURCE Western International Securities, Inc.

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