Case Study

The Del Monte Group Story

Leveraged Black Diamond to better focus on their client’s entire wealth picture.

The Del Monte Group has developed a unique approach to building a wealth management firm that delivers strategic, innovative, financial solutions based on personalized goals tailored to every client. They selected SS&C’s Black Diamond^® Wealth Platform to offer superior communication, reporting, and secure statements with its cloud-based solution. Additionally, they are able to better connect with the next generation of clients by using the platform’s technology.