Detalus Advisors St. Louis, MO Description: RIA AUM: $2 billion Implementation: 2013 BACKGROUND: — Successful RIA looking to upgrade their technology stack — Seeking an integrated solution to unify their best-in-breed applications — Looking to expand their digital presence in wealth management BENEFITS: — Minimizing client data entry to flow through all core applications — Enabling advisors to holistically see client assets via aggregation — Providing an enhanced online and mobile client experience — Scaling their business for rapid growth blackdiamond.advent.com | info@advent.com Advancing the Advisor-Client Experience through a Unified Tech Stack Detalus is a fast-growing wealth management firm based in St. Louis, MO. The firm is not only grounded in offering advice

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