Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management in order to build their client-centric RIA business.
Founded as a spinout-RIA, Aspen Private Advisors knew from day one they needed to build their technology stack from scratch if they were to be the client focused firm they dreamed of. To accomplish this, they selected the Black Diamond® Wealth Platform to be their core cloud-native solution and tech partner. A significant reassurance of their decision came early on when the Black Diamond Implementation team helped to customize client reporting based on sketches provided by the founders. In addition, the tight integrations across the SS&C Advent wealthtech eco-system, as well as numerous third-party solutions, delivered productivity enhancements through one easy to use interface.