Case Study: Aspen Private Advisors achieves scalable, efficient RIA operations with SS&C Advent's Black Diamond Wealth Platform

Aspen Private Advisors - Customer Case Study

Aspen Private Advisors, a Sioux Falls-based comprehensive financial planning firm overseeing $120M in AUM from 60+ households, spun out in 2017 to build an independent RIA. The founders needed a scalable, integrated technology stack for CRM and portfolio management to deliver high-touch financial planning and client reporting, and after evaluating options they selected SS&C Advent’s Black Diamond Wealth Platform.

SS&C Advent implemented Black Diamond (including the Client Experience portal) integrated with Salesforce via Salentica Elements, providing a modern dashboard, customizable client reports and streamlined CRM workflows. The integrated solution accelerated report design (consulting mockups returned in a day), improved productivity and scale, delivered flexible client views that delight clients, and provided smooth implementation and ongoing single‑point support to help Aspen efficiently serve its growing book.

Aspen Private Advisors

Jeremy Sorenson

Co-Founder