Case Study

BlueStem Wealth Partners

Revolutionized their business by transitioning to a fee-based model and overcoming annuity challenges with cutting-edge technology, dramatically boosting their client service and operational efficiency.

BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023, but to do that they required a powerful technology solution to lighten the lift of the transition and elevate their client experience. By leveraging SS&C’s Black Diamond^® Wealth Platform and the Advent Insurance Marketplace, they were able to convert over 100 annuity contracts, significantly more than initially expected, and enhance the firm’s ability to provide tailored and effective financial solutions to clients.

“There is no possible way we could have transitioned the number of contracts, and done the analysis to make sure it was better for the client, handled the paperwork…AIM has taken a huge load off of our firm.” -Scott Marquardt, Managing Partner, BlueStem Wealth Partners