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.
