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City of Eustis is a Eustis, FL-based company in the Financial Services sector.
At Black Diamond Performance ReportingÔ, our mission is to provide a highly valuable, customizable performance reporting solution to independent wealth managers and financial advisors. Founded in 2003, we use the Microsoft .NET platform to provide our clients with a robust Internet based application to view the performance of their assets under management. Using an Internet application allows wealth managers to access performance reporting from remote locations and eliminates the need to install and run costly software. We view our clients as partners and work with them to ensure that our solution is flexible in meeting their performance reporting needs. Driven by this partnership mentality, our goal is to provide industry leading performance reporting that helps independent wealth managers drive revenue and increase productivity and efficiency. Black Diamond is a privately held company that seeks the opportunity to learn more about your performance reporting needs. We are eager to put our application and experience to work for you today.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.
Dama Financial is a financial services company which provides access to secure banking services for cash-intensive businesses. Services include cash management, access to an online and mobile-friendly bank account and cashless payment solutions.