Case Study: Lindberg & Ripple boosts alternative investment reporting with SS&C Accord

Lindberg & Ripple automates $420M in private market assets with SS&C Advent

Lindberg & Ripple, an independent wealth advisory firm with over $1B in assets under management, faced challenges scaling its reporting for complex alternative investments using manual processes. To address this, the firm turned to vendor SS&C Advent and implemented its SS&C Accord product, integrated with Black Diamond Wealth Solutions.

By automating data management, SS&C Advent's solution provided Lindberg & Ripple with real-time, unified visibility across all investments. The results included the automated processing of over $420M in private market assets, a 400% increase in alternative investment account volume, and a reduced operational burden while improving accuracy and client reporting.

Lindberg & Ripple