Case Study

Detalus Advisors

Leveraged Black Diamond to create a unified technology stack in order to expand their digital presence.

Detalus is a fast-growing wealth management firm based in St. Louis, MO. The firm is not only grounded in offering advice, but builds strong relationships on a foundation of trust and mutual respect. From there, Detalus creates a customized investment strategy, implements the plan, and continues to monitor that plan to drive clients’ portfolios towards their goals. As part of this client commitment, Detalus places a heavy emphasis on the advisory technology they deploy to run their business, delight clients, and enhance advisor productivity. “We’ve always had a best-in-breed approach when it comes to technology,” says Clint Lewis, Managing Director for Detalus. “And that is what we tell clients, particularly when it comes to Black Diamond.”

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Case Study
Detalus Advisors