Case Study: Atlas Brown achieves enhanced client reporting and simplified operations with the Black Diamond Wealth Platform

Atlas Brown - Customer Case Study

Atlas Brown, a Louisville-based RIA managing $630 million in AUM, needed a more flexible portfolio management system to support proprietary large‑cap strategies, custom asset classes and a broad range of alternative investments. After using SS&C Advent’s Axys and APX OnDemand, Atlas Brown selected the Black Diamond Wealth Platform (implemented in 2015) to gain greater customization, reporting flexibility and web-based workflow capabilities.

The Black Diamond Wealth Platform delivered a smooth conversion with hands-on service and enabled custom, client-branded reporting, an intuitive billing system, daily performance reporting and robust alternative-investment management. As a result, Atlas Brown improved client engagement and transparency (daily performance as of yesterday’s close), streamlined billing and operational workflows, and consolidated management of hedge funds, private real estate, venture and private equity within one platform.

Atlas Brown

Tim Corley

Senior Vice President