Case Study
Professional Services Team Model Extends Business Capabilities for Alternative Investments
Discover How Lindberg & Ripple Transformed Their Alternative Investment Management with 天美传媒 Accord
Lindberg & Ripple, a Florida-based advisory firm, partnered with 天美传媒 to convert seven years of historical alternative investment data into the Black Diamond庐 Wealth Platform AI module. This successful project led to two additional conversions and a lasting multi-year partnership.
Key Results:
- 400% Growth: Account volume has surged since Q2 2023.
- $420 Million Managed: 天美传媒 Accord now oversees extensive alternative investments.
- Efficient Integration: Simplified contract process for Black Diamond庐 clients.
Client Testimonial:
鈥溙烀来� Accord has revolutionized our reporting, allowing us to efficiently manage and track our clients鈥� private holdings.鈥� 鈥� Hayley A. Snell, Chief Compliance Officer, Lindberg & Ripple
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