Elevated their level of client service by bringing operations in-house.
Klass Financial leads with financial planning as their first and focused approach so their clients can get unbiased and educated answers to all of their financial questions. They knew they could add value to their client relationships with an in-house investment management solution. After conducting a detailed analysis on various portfolio and performance reporting platforms in the industry, they selected SS&C’s Black Diamond® Wealth Platform. With its economic value, and vast integrated solutions, choosing Black Diamond was an easy choice.