December 10, 2009 – DALLAS, TX. – True North Advisors, in partnership with Black Diamond Performance Reporting Solutions, has launched an enhanced reporting solution for clients. The new reporting system enables Wealth Managers at True North to provide clients with a complete picture of their financial situation. The new system not only pulls data from the institutions who hold client accounts, like Charles Schwab & Co., but also enables manual entry of alternative assets, and automated download of other personal accounts (like 401K, checking, savings, etc.) that are part of clients’ personal net worth.
“It’s important to be able to show clients the big picture of what’s happening with their finances, and how people are progressing to reach their goals,” says Mark Gehlbach, Founding Principal at True North. “Some investments are doing better than others, but by aggregating everything in one place for a more macro view, we can help clients focus on what’s important and on making the right decisions.”
True North Advisors is an independent wealth management firm serving high net worth clients and institutions, differentiating itself with its objective, disciplined system to carefully steward client assets. Based in Dallas, Texas, True North is in its 10th year of operations with a full-time team of 26 people and over $850 Million in client assets under management.
