HighGround Advisors Case Study on Mineral Management

This case study details the experience of HighGround Advisors, a nonprofit investment management and trust services firm based in Dallas, Texas. The organization specializes in managing charitable trusts that hold mineral-based properties, overseeing approximately 2 million mineral acres across 27 states. The study outlines HighGround's need for a more efficient technology platform to streamline complex accounting and reporting processes related to mineral management. HighGround selected SS&C MineralWare for its interactive software capabilities, which include a map-based system for real-time data tracking and reporting. The integration of SS&C’s Innovest Managed Services with MineralWare is highlighted as a key benefit, allowing for automated revenue processing and freeing up staff for higher-value tasks. The case study emphasizes HighGround's commitment to client-first values and the importance of aligning with partners who understand their operational complexities.