In the era of timely information, the ability to monitor your investment account daily has become a top priority for investors. Our firm introduced Black Diamond several years ago as the virtual solution for daily monitoring of your accounts and a vault for your quarterly reports with McCabe & Associates. Each year, we have added different capabilities to the portal to create a “one-stop shopping” experience for our clients. These capabilities include items such as booking an appointment with your advisor or the ability to connect our Risk Analysis software to your investment accounts. In the same vein, our firm has created a new walkthrough video that highlights some of the most popular features on the portal and where to find them. We hope that you find this information to be useful. If you are not currently using the Black Diamond portal but are interested in signing up please contact your financial advisor.
