InvesTrust Case Study on Managed Services Implementation

This case study details the implementation of managed services at InvesTrust, a diversified wealth management firm based in Oklahoma City, OK. Founded in 1998, InvesTrust has focused on delivering high-touch service while managing and growing client wealth. The firm sought a comprehensive cloud-based platform to enhance operational efficiency and support its multiple business models. The case study outlines the transition to SS&C Innovest's Managed Services, which has streamlined trust accounting, reporting, and trading processes. It highlights the benefits of reduced staffing needs and improved client service through the integration of the SS&C Black Diamond Wealth Platform. The study also discusses the firm's commitment to leveraging technology for future growth and the importance of strong partnerships with technology providers. Overall, the case study presents a clear picture of how InvesTrust has adapted its operations to better serve clients and enhance its service offerings.