Case Study: Padilla Wealth Management achieves enhanced client experience and scalable portfolio management with SS&C Advent's Black Diamond Wealth Platform

Padilla Wealth Management - Customer Case Study

Padilla Wealth Management, a San Antonio–based RIA (AUM $50–$100M) founded by Dion R. Padilla, launched in 2018 with a niche corporate-client strategy and needed an SEC‑ready, best‑in‑class portfolio management and reporting system. After extensive due diligence the firm selected SS&C Advent’s Black Diamond Wealth Platform for its intuitive design, configurability and broad integration ecosystem.

SS&C Advent implemented Black Diamond with integrations to Salentica Elements CRM and Riskalyze and deployed a branded client portal and mobile app. Padilla reports stronger client engagement, more dynamic reporting, and clearer risk communication via the Riskalyze “Risk Number,” and he highlights SS&C Advent’s superior service and support—helping the firm onboard smoothly and providing the scalability needed for future growth.

Padilla Wealth Management

Dion R. Padilla

President & Chief Executive Officer