Case Study: Key Client Fiduciary Advisors achieves scalable affiliate growth and operational efficiency with Black Diamond Wealth Platform

Key Client Fiduciary Advisors - Customer Case Study

Key Client Fiduciary Advisors (KCFA) is a hybrid RIA/Broker-Dealer based in Fairfield, New Jersey, managing $700 million in AUM. After breaking away to form an independent advisory, KCFA needed a flexible technology solution to run its advisory business and onboard advisor affiliates as part of its growth strategy; they selected the Black Diamond Wealth Platform to meet those needs.

KCFA implemented the Black Diamond Wealth Platform — including the Client Experience advisor portal, custodial integrations/direct data feeds, and billing — to centralize reporting, onboarding and compliance. Black Diamond delivered measurable operational efficiencies, easier affiliate management and new revenue streams, and materially improved compliance oversight (KCFA reported that the majority of regulator-requested data was easily accessible during a full-scope SEC audit).

Key Client Fiduciary Advisors

Eric Fishman

Founding Partner