Case Study: Klaas Financial achieves in-house investment management and cost savings with Black Diamond Wealth Platform

Klaas Financial - Customer Case Study

Klaas Financial, an independent RIA based in Rockford, IL and Madison, WI with $600M AUM, wanted to bring investment management back in-house after outsourcing to a third‑party TAMP. The firm needed a scalable portfolio management and performance reporting platform with advanced rebalancing capabilities and selected the Black Diamond Wealth Platform (implemented in 2019) to meet those requirements.

Black Diamond Wealth Platform delivered integrated portfolio management, performance reporting, deep custodian and CRM integrations, and its Rebalancer tool, enabling Klaas Financial to insource investment operations. The outcome included operational cost savings, time‑saving custodian/CRM workflows, a stronger and faster rebalancing process that better prevents and uncovers errors, and responsive service support—providing a scalable foundation for onboarding new advisors and future growth.

Klaas Financial

Josh Stirling

Portfolio Manager