Black Diamond's platform aggregates your Frost and non-Frost accounts for a complete financial picture.
Simply log in to Black Diamond for instant access to accurate portfolio information. Black Diamond provides:
- Snapshot of supervised and unsupervised portfolio balances and transactions
- Customizable views
- As of reporting for investment holdings
- Book value or tax cost views
- Performance reporting for all aggregated accounts
- Portfolio activity summary
- Account grouping for consolidated view of investments
- Performance views for a customizable group of securities and benchmarks
- Charting of asset class allocations
- Performance tables for class or segment benchmarks
- Links to specific securities
- Quick links to your favorite areas of Black Diamond
To sign up for Black Diamond access, contact your Frost Wealth Advisor.
Log in to Black Diamond.