Case Study: The Del Monte Group achieves operational efficiencies, multi-generational client engagement and new revenue with Black Diamond Wealth Platform

The Del Monte Group - Customer Case Study

The Del Monte Group, a $200 million AUM wealth management firm in Alamo, CA with 30 years of experience, faced the need to modernize client communication and reporting, securely deliver statements and performance reports, eliminate manual downloading/reconciling, and scale its business to serve the next generation and other advisors. To meet these goals, the firm implemented the Black Diamond Wealth Platform (launched in 2009) as its core technology.

Using the Black Diamond Wealth Platform—integrated with an SS&C Salentica CRM and supported by custodian infrastructure—The Del Monte Group deployed graphical, interactive reporting and streamlined back-office workflows. The solution drove measurable operational efficiencies, enriched client engagement through whiteboard-style financial projections, and enabled the firm to “rent” its back office to smaller advisory firms for incremental revenue, while supporting continued multigenerational growth and time savings.

The Del Monte Group

Angela Wright

President