Case Study: Lindberg & Ripple achieves 400% account growth and $420M in alternative investments with SS&C Technologies' Accord

Professional Services Team Model Extends Business Capabilities for Alternative Investments

Lindberg & Ripple, a Florida advisory firm, faced unstructured, dispersed alternative-investment data, manual entry and inconsistent document types while converting seven years of historical records into the Black Diamond® AI module. To solve this, Lindberg & Ripple engaged SS&C Technologies to implement the SS&C Accord service to support the conversion and ongoing data management.

SS&C Technologies deployed SS&C Accord’s end-to-end managed services—24/7 monitoring, automated document retrieval, intelligent data extraction and full integration into Black Diamond®—supported by subject-matter experts from the Fund Administration business. The solution standardized and automated processing, enabling Lindberg & Ripple to grow account volume over 400% since onboarding in Q2 2023, now servicing more than $420 million in alternative investments, complete additional conversion projects, and establish a multi-year partnership without needing a separate Accord contract.

Lindberg & Ripple

Hayley A. Snell

Chief Compliance Officer