Case Study

Professional Services Team Model Extends Business Capabilities for Alternative Investments

Discover How Lindberg & Ripple Transformed Their Alternative Investment Management with SS&C Accord

Lindberg & Ripple, a Florida-based advisory firm, partnered with SS&C to convert seven years of historical alternative investment data into the Black Diamond® Wealth Platform AI module. This successful project led to two additional conversions and a lasting multi-year partnership.

Key Results:

  • 400% Growth: Account volume has surged since Q2 2023.
  • $420 Million Managed: SS&C Accord now oversees extensive alternative investments.
  • Efficient Integration: Simplified contract process for Black Diamond® clients.

Client Testimonial:

“SS&C Accord has revolutionized our reporting, allowing us to efficiently manage and track our clients’ private holdings.” – Hayley A. Snell, Chief Compliance Officer, Lindberg & Ripple

Download the full case study to see how SS&C Accord can elevate your business capabilities.

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