Case Study: Johnson & White Wealth achieves scalable growth and on-the-fly reporting with SS&C Advent (Black Diamond)

Johnson & White Wealth - Customer Case Study

Johnson & White Wealth Management (JWWM), an independent RIA founded by Chris Johnson and Tim White, manages $165 million in AUM and serves multi-generational, high-net-worth clients. After breaking away from a large institution, JWWM initially adopted a custodian technology bundle (proprietary portfolio software, Salesforce CRM, MoneyGuidePro) that proved poorly integrated and time-consuming, prompting their search for a more user-friendly, reporting-focused solution with better data extraction and scalability — which led them to SS&C Advent’s Black Diamond wealth platform.

SS&C Advent implemented the Black Diamond platform (implemented in 2016), delivering customizable, on-the-fly reporting, automation that improved back-office efficiency, and easy data manipulation for client presentations. The solution gave JWWM enhanced reporting for HNW clients, scalable tools to support continued growth, competitive pricing, and hands-on vendor collaboration (including direct access to product teams), resulting in measurable operational efficiencies and a stronger technology foundation to manage their $165M AUM.

Johnson & White Wealth

Robert Allan

Wealth Advissor