Upgraded their technology to leverage automated daily reconciliation and wanted to transfer over 20 years worth of data.
Leveraged Black Diamond to create a unified technology stack in order to expand their digital presence.
Wanted to centralize and build out the financial planning technology and service model.
Needed to upgrade their CRM for better usability. Salentica was the logical choice because of the tight integration with Black Diamond.
Preferred to find a third-party solution with access to SMAs and reliable customer service.
Sought a portfolio management system with powerful reporting and ability to extract data for client presentations.
Required a portfolio management platform that would enable it to aggregate each client’s account data.
Found scalability and efficiencies that also proved to complement their growth strategy.
Wanted to expand its ability to report on alternative assets and enhance the client experience.
Needed to convert more than 30 years of server data to a cloud-based system.