Case Study: Aspen Private Advisors achieves scalable, integrated technology and enhanced client experience with Black Diamond Wealth Platform

Aspen Private Advisors - Customer Case Study

Aspen Private Advisors, an independent RIA founded as a 2017 spinout in Sioux Falls, SD, needed to build a scalable, integrated technology stack from scratch to support comprehensive financial planning for 60+ households. After evaluating providers, Aspen selected the Black Diamond Wealth Platform (along with Salentica Elements and Salesforce) to address CRM and portfolio-management needs and to deliver customizable client reporting and a digital client portal.

The Black Diamond Wealth Platform delivered an integrated solution—portfolio management, Salentica-enabled Salesforce CRM integration, and the Black Diamond Client Experience portal—plus rapid report design and hands-on support. That implementation let Aspen launch and scale quickly, supporting 60 family relationships and $120M in AUM, while improving operational efficiency, client communication, and advisor productivity.

Aspen Private Advisors

Jeremy Sorenson

Co-Founder