Jump to content

Performance Reporting and Billing


tede02

Recommended Posts

For those of you operating or working with an RIA of any type, what software do you use for performance reporting and billing?  We're looking at a couple different options right now including Black Diamond and Morningstar Office.  I know there are some cheaper offerings out there.  I like the research and tools that is included with the Morningstar offering.  The guy I work with seems to like the look and feel of Black Diamond.  Suggestions welcomed.  Thanks!

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...