Powerful Accounting for Unique Assets, Built to Integrate with Any Trust Accounting System
Easily integrate hard-to-value assets into your client portfolios. We combine deep expertise and specialized
applications across all unique asset classes.
Minerals, Oil & Gas
Real Estate
Closely Held Businesses
Notes, Loans, and Mortgages
Farm, Ranch & Timber
Meet the U.S. Office of the Comptroller of the Currency (OCC) Regulations with confidence
Simplify the Flow of Data into Your Trust Accounting System
Streamline All Property Management and Accounting Operations
Software + Managed Services:
The Complete Solution for Unique Assets
Our cloud technology and expert-managed services work together to deliver unmatched asset management. As the only provider offering both specialized software and deep expertise across all unique asset classes, we ensure efficient operations while maintaining complete compliance.
Comprehensive Trust
Real Estate Management
Made Simple
Covers: Real Estate, Closely Held Businesses,
Loans, Notes & Mortgages, Farm & Ranch
Manage every aspect of unique assets, from pre-acceptance reviews and asset setup to periodic appraisals and ongoing oversight. Maximize efficiency and simplify your operations with an all-in-one solution for comprehensive asset management.
Key Features:
- Asset reviews, inspections, and valuations
- Revenue and expense processing
- Property maintenance and tax management
- Loan oversight, including tracking and amortization
- Monitoring third-party managers and service providers
- Compliance tracking and secure document retention
Efficient Management of
Oil & Gas, Minerals, and
Renewable Energy Assets
Covers: Oil & Gas Minerals & Royalties,
Renewable Energy
Unmatched operations, compliance, and reporting capabilities for minerals and oil & gas management. Streamline your tasks for account setup, valuations, sales/purchases, distribution, and recordkeeping.
Key Features:
- Asset reviews and ongoing maintenance
- Negotiation of leases, easements, and water rights
- Revenue and expense tracking, including missing payments
- Compliance with permits, drilling, and production milestones
- Efficient sales, purchases, and reporting
- Integrates seamlessly with MineralWare
For Mineral Owners and Managers Who Demand
Simplicity Discover SS&C MineralWare
A powerful platform with an intuitive dashboard for streamlined management of minerals, royalties, and non-operated interests, complete with detailed revenue and land reporting.
Gain True Automation When Used with Our Managed Services Team
Boost Productivity with a User-Friendly, Informative Interface
Works Seamlessly with Our Unique Asset Accounting Software
Black Diamond Insights
Deliver Excellence at Every Corner of Your Business
