Case Study: Portfolio Solutions achieves a full-service wealth management transformation with SS&C Advent's Black Diamond Wealth Platform

Portfolio Solutions - Customer Case Study

Portfolio Solutions, a Troy, Michigan-based wealth planning and investment services firm managing $1.5 billion across roughly 600 client relationships, needed to evolve from a legacy investment manager into a full-service wealth management firm and sought a scalable, integrated rebalancer and modern client portal. In 2014 Portfolio Solutions selected SS&C Advent’s Black Diamond Wealth Platform (including the Black Diamond Rebalancer and client experience portal) to support that strategic pivot.

SS&C Advent implemented the Black Diamond platform, delivering a white‑labeled client portal and an integrated rebalancer with features like a Programs dashboard to group and manage portfolios, which streamlined workflows and reduced manual data handling and errors. The result: Portfolio Solutions reframed client relationships under its brand, achieved operational efficiencies, an enhanced digital client experience, and continues to expand its use of Black Diamond to support its $1.5B AUM across 600 relationships more efficiently.

Portfolio Solutions

James S. Gladney

Chief Executive Officer