Case Study
Lindberg & Ripple transformed its alternative investment reporting with SS&C Accord, seamlessly integrated with Black Diamond Wealth Solutions. By automating data management, the firm boosted efficiency and accuracy while scaling with ease.
Lindberg & Ripple is an independent wealth advisory firm serving high-net-worth clients with more than $1B in AUM. As alternative investments grew more complex, manual processes made it difficult to scale reporting and deliver timely insights.
Now, with SS&C Accord integrated with Black Diamond Wealth Solutions, they have:
- Automated retrieval, validation, and processing of over $420M in private market assets
- Real-time, unified visibility across traditional and alternative investments
- A 400% increase in alternative investment account volume
- Reduced operational burden while improving accuracy and client reporting
Read the full case study to see how Lindberg & Ripple scaled alternative investment reporting without adding operational complexity.
