Klaas Financial Location: Rockford, IL & Madison, WI Description: Independent RIA AUM: $600 million Implementation Year: 2019 BACKGROUND: — Financial planning firm looking to bring investment management operations back in-house instead of continuing to outsource to a third-party TAMP — Needed a robust portfolio management and performance reporting platform with advanced rebalancing capabilities — Sought a technology partner and platform that could scale with their growth BENEFITS: — Achieved operational cost savings by bringing investment management back in house — Comprehensive technology provides seamless, time-saving custodian and CRM integrations — Receive strong service support to respond to and resolve issues and questions quickly blackdiamond.advent.com | in

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