Case Study: Certified Advisory Corporation achieves streamlined reporting, reduced back-office burden and 40% AUM growth with SS&C Technologies' Black Diamond platform

Black Diamond ® eases the back-office burden at Certified Advisory Corporation

Certified Advisory Corporation, a family‑led Registered Investment Advisor whose advisors all hold the CFP designation, was hamstrung by an on‑premises portfolio accounting and reporting system that left back‑office staff working nights and weekends to reconcile accounts and fix quarterly reports, while advisors had no direct access to client performance data. To address growth constraints and reduce operational burden, the firm selected SS&C Technologies’ Black Diamond wealth platform.

SS&C Technologies delivered a cloud‑based Black Diamond implementation with daily reconciliation, self‑service performance reporting, and business analytics, eliminating server maintenance and manual reconciliation headaches. The result: back‑office work now finishes in business hours, advisors have anytime access to portfolio data, the CEO gains clearer firm metrics, the firm avoided hiring an additional staff member, and assets under management grew about 40% in two years.

Certified Advisory Corporation

Joseph Bert

CEO