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Online Reporting

Online Reporting

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Providing You With 24/7 Online Access to Your Performance Reporting Information

We believe in making access to your portfolio performance information easy and simple. HB has invested in cutting-edge performance reporting technology from one of the leading national firms and then customized it to fit the needs of our clients. We utilize an HB version of Black Diamond Performance Reporting software to give you 24/7 online access to your portfolio performance information. You can see your portfolio easily on your smartphone, tablet, or computer. The information is “view only” which means no one can actually move money or trade via this access.

Our client dashboard provides you with a snapshot of information including:

  • Your Allocation
  • Your Performance
  • Your Transaction(s) History
  • Your Overall Activity (contributions, withdrawals, and performance gains)
  • Your Projected Income from Your Investments
  • Your Private Investments Information if Appropriate

Each section can be expanded to drill down as desired. Many clients only focus on the high-level information but appreciate knowing that the details are there if they want to dig in on a specific topic. The most important benefit is that clients do not have to wait for a meeting or a report to find out what is going on in their portfolios.

Online Reporting Screenshot
Online Reporting Screenshot

Want to See All of Your Investments Together Online?

Contact Us

Our Locations

GEORGIA

Atlanta (HQ)
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Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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