Case Study: Johnson & White Wealth Management achieves scalable growth and on-the-fly reporting with SS&C Technologies' Black Diamond platform

Johnson & White Wealth Management Black Diamond ® fuels their acceleration as a break-away

Johnson & White Wealth Management, an independent RIA managing $165 million in AUM, struggled after breaking away from a large firm when a custodian software bundle failed to deliver promised integration, easy data extraction, and flexible reporting. Seeking a more usable, scalable portfolio management solution, they selected the Black Diamond® wealth platform from SS&C Technologies.

SS&C Technologies’ Black Diamond implementation gave Johnson & White powerful, customizable reporting, on-the-fly performance capabilities, and back-office automation that improved client presentations and operational efficiency. Deployed in 2016, the solution delivered competitive pricing, direct access to product teams (including participation in a Black Diamond hackathon), and the scalable technology foundation the firm needed to support continued growth.

Johnson & White Wealth Management

Rob Allan

Wealth Advisor