— Founded as a Trust company in 1994 to focus on wealth management and planning — Needed to expand its ability to report on alternative assets and enhance the client experience — Wanted an integrated solution BENEFITS: — Holistic, flexible and customizable reporting solution in Black Diamond provides a complete picture for clients — High-quality data feeds combined with comprehensive account aggregation capabilities, provide rich, accurate wealth views — Powerful client portal provides a complete platform to enhance the client experience and provide efficiencies for staff.

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