Case Study

First Bank

“Working with Innovest and Black Diamond provided much more efficient workflows, combined with their Managed Services offering. The complete solution has made a big difference in our operations and ability to delight both our advisors and clients.”

Learn how First Bank leveraged SS&C Innovest and Black Diamond Wealth Solutions platforms to deliver a complete wealth solution for themselves and their clients - combining a full suite of managed services, customized reporting, mobile app, and streamlined capabilities to automate operational workflows.