Blackmar Consulting | Los Angeles | New York | Park City

Managed Services


Recurring services for your front, middle or backoffice. Eliminate operational inefficiencies to spend more time on your most critical functions like investment strategy client advisory. Blackmar will help you maintain the integrity of your investment management system by monitoring, auditing, and updating your data periodically or on an as-needed basis.

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Client Portal Management

A tailored solution for a fully customized client portal experience. Blackmar will customize and maintain your client portal

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Data Enrichment

Leverage the most out our your software with Blackmar’s data enrichment services

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Statement Generation & Reporting

We are experts in report customization and statement distribution

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Cost Basis Management

A fully automated solution to record the correct Tax Lots in your Investment Management system, ensuring correct Tax Reporting

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Data Management

A fully automated solution for alternative asset and offline account data aggregation

Our Clients

I would highly recommend using Blackmar Consulting to any firm who is looking to smooth the transition between the end of Addepar’s deployment phase and being fully operational on a go-forward basis.

Ben Daly, CFA, CAIA

Investment Director
Cabot-Wellington, LLC
Our Clients

Ready to get started?

Whether you're looking for managed services, deployment and training, or software integrations our experience and expertise are second to none.