Powerful Solutions

For Every Role

Black Mountain automates day-to-day tasks so you can focus on what’s important.

Portfolio Management

Black Mountain enables portfolio managers to see and report the data beyond the numbers.

Meet Steve, A Portfolio Manager

“We manage over a hundred billion dollars across multiple asset classes and portfolios and our investment professionals need an accurate and real-time view of their traded holdings on a single system. Black Mountain has proven to be instrumental in providing us with the ability to make decisions with the most accurate data at our fingertips.”

- Steve, Managing Director, $150B asset management firm

Black Mountain Provides

8 of the Top 10

Global CLO managers use Black Mountain’s solutions

See How This Works For Our Clients


“Black Mountain’s solution provides a window on holdings across the entire $142 billion portfolio and will prove to be instrumental in improving our ability to make decisions and invest with the most accurate data at our fingertips.”

- Paul Thompson, COO, Barings

Fifth Street Finance Corp. used to link more than 30 Excel spreadsheets together and use a shared Outlook calendar to manage forward deals. Now, with Black Mountain’s Research Management Solution, they track forward deals, scheduled board meetings, and via simple integration with Salesforce, their end-to-end deal pipeline.

“While our PMR quarterly report is done in the same way as before we got Black Mountain’s solution, we save inordinate amounts of time when generating portfolio-wide reports because they are now automated. We have more controls around the accuracy of our data. What took hours and hours to complete before now takes very little time.”

- Brian Forde, Vice President, Newstar Financial, INC.

Wasmer, Schroeder & Company used Black Mountain’s solutions to achieve efficiency gains of 80% for its administrative team and 20% for its portfolio managers and traders.

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News & Latest Insights

Black Mountain co-CEO, Kevin MacDonald, Featured in Private Debt Investor

In the face of new regulatory requirements and demands from investors, private debt firms need cutting-edge systems to build their businesses. Black...

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Black Mountain Named One of the 100 Most Influential FinTech Companies of 2018

Black Mountain is proud to be named one of the 100 Most Influential FinTech Companies of 2018 in Harrington Starr’s The Financial Technologist...

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Storm Ahead: Navigating the Challenge of MiFID II & other Regulatory Compliance in Europe

One thing is certain when it comes to the European regulatory landscape — change is constant. The double whammy of EMIR rewrite, which takes...

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