Mineral management is booming as oil and gas royalties generate steady returns. A new generation of entrepreneurs and fiduciaries are entering the space, but opportunity comes with complexity. Rising compliance demands, evolving client expectations, and manual processes make scaling risky without the right tools.
Successful managers modernize, prioritize, and leverage technology to better serve their clients. SS&C MineralWare empowers firms to achieve these objectives.
A modern experience that builds trust
Sporadic and sparse updates are not enough anymore to sustain client relationships. Today’s clients, and particularly those who have come of age with immediate updates on everything from their bank account to the delivery status of their latest online order, expect instant access and digital transparency at every stage of the relationship.
MineralWare equips firms with the necessary tools to meet these expectations. Managers can assign logins with custom permissions, enabling clients to view holdings, valuations, and cash flow in real-time. Customizable client portals save you time and provide your clients with financial insights that give them peace of mind.
Revenue data feeds are expensive, and costs keep rising. While most providers increase fees faster than client revenues, MineralWare has maintained flat rates for seven straight years. By contracting with multiple statement providers and automating data feeds, the platform gives firms pricing stability, flexibility, and control without being locked into costly long-term contracts.
Fitting into the broader wealth picture
Mineral assets are just one part of a broader wealth portfolio that includes trusts, investments, and estate plans. MineralWare connects these pieces with API connectivity, export options, and custom reporting tools, empowering firms to integrate mineral data into wealth platforms for a single, unified financial view. This strengthens collaboration with CPAs, trust officers, and private wealth teams, reducing handoffs, rework, and client frustration.
A seamless integration with SS&C Black Diamond Wealth Solutions enables RIAs and their clients to view their entire net worth in one place.
Scaling with accuracy and control
Mistakes in mineral management can cost clients real money and damage a firm’s reputation. Missed royalty checks or incorrect well reporting lead to frustration, financial loss, and client attrition. At the same time, many firms struggle to grow because their systems can’t keep up.
MineralWare solves both challenges. Built-in error checks, alerts, and account mapping tools minimize risks, while features like compliance tracking, automated reconciliation, and user-level permissions give teams control and visibility at every stage. Whether managing five portfolios or thousands of accounts across trusts, the platform adapts to your scale—helping firms stay accurate, efficient, and trusted as they grow.
Ready for the next generation
With Baby Boomers passing down vast sums of wealth to their heirs in the coming years, we are in the midst of a Great Wealth Transfer. Firms that offer digital access, proactive insight, and operational transparency are better positioned to win and retain the next generation.
MineralWare empowers mineral managers to serve their clients better, scale more efficiently, and operate with greater confidence. By combining reporting, cost control, compliance, and integrations into one platform, it delivers what today’s fiduciaries need.
When mineral assets are easier to manage, they’re easier to grow.
To learn how SS&C MineralWare can strengthen your mineral management strategy, call 817-735-8195 or request a demo.
