Case Study: Diversified Trust achieves complete, integrated reporting and an enhanced client experience with SS&C Advent's Black Diamond Wealth Platform

Diversified Trust - Customer Case Study

Diversified Trust, an employee‑owned independent trust company with $7 billion in AUM and offices in Atlanta, Greensboro, Memphis and Nashville, needed to expand reporting on alternative and non‑correlated assets, improve performance calculations, and enhance the client experience with an integrated solution. After finding its prior reporting solution lacked flexibility and reliable data interfaces, Diversified Trust evaluated more than 10 vendors and selected Black Diamond from SS&C Advent (implemented in 2017) to meet its customization, data quality and client‑portal requirements.

SS&C Advent implemented the Black Diamond Wealth Platform to deliver holistic, flexible reporting, high‑quality data feeds, comprehensive account aggregation and a modern client portal, while bridging integrations with legacy trust accounting systems and Salentica CRM. The result is richer, more accurate wealth views, improved performance calculations, greater staff efficiencies and an enhanced client experience; Diversified Trust has already seen more than a dozen submitted ideas move into production (with at least six more on the roadmap), reinforcing SS&C Advent as a strategic partner.

Diversified Trust

Doug Turner

Principal and Director of Operations