Case Study: Detalus Advisors achieves a unified, scalable tech stack and enhanced client experience with SS&C Advent's Black Diamond Wealth Platform

Advancing the Advisor-Client Experience through a Unified Tech Stack

Detalus Advisors is a fast-growing RIA in St. Louis managing $2 billion in AUM that needed to replace time‑consuming desktop reconciliation and stitch together best‑in‑breed applications to expand its digital client experience. In 2013 Detalus selected SS&C Advent’s Black Diamond® Wealth Platform (and later Salentica Elements on the Salesforce Lightning Platform) to provide a cloud‑based, integrated foundation for reporting, CRM, and aggregation.

SS&C Advent implemented a unified tech stack—Black Diamond with Salentica Elements plus integrations to Advizr, Riskalyze, and Quovo—so client data flows once and updates across systems. The result for Detalus Advisors was elimination of manual reconciliations, a streamlined client portal with account aggregation that reveals outside assets to advisors, improved advisor productivity, and the ability to scale to $2B AUM without adding additional back‑office staff.

Detalus Advisors

Clint Lewis

Managing Director