Kimery Wealth Management achieves a seamless transition to an independent RIA with SS&C Technologies
Kimery Wealth Management
Kevin Kimery
President and CEO
B2B Case Studies Featuring Kimery Wealth Management as the Customer
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Showing 3 Success Stories about Software and Services used by Kimery Wealth Management
Kimery Wealth Management achieves a seamless transition to an independent RIA with integrated SMA/UMA access using SS&C Advent (Black Diamond & SMArtX)
Kimery Wealth Management
Kevin Kimery
President and CEO
Kimery Wealth Management achieves a seamless wirehouse-to-independent RIA transition and institutional SMA/alternative access with the Black Diamond Wealth Platform
Kimery Wealth Management
Kevin Kimery
President and CEO
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