Case Study: Archvest Wealth Advisors achieves faster billing and scalable growth with SS&C Advent's Black Diamond Wealth Platform

Archvest Wealth Advisors - Customer Case Study

Archvest Wealth Advisors, a Walnut Creek, CA financial planning and investment management firm with $120 million AUM, needed a cloud-first platform to support accelerated growth via M&A, work with multiple custodians, and boost advisor productivity while delivering a strong client experience. In 2014 they chose SS&C Advent’s Black Diamond Wealth Platform as their core portfolio management, accounting, reporting, and billing solution.

SS&C Advent’s Black Diamond streamlined Archvest’s operations with fast, accurate billing (cutting bill runs from a day to about 15–20 minutes), enabled uninterrupted remote work during the pandemic, and integrated with MoneyGuidePro, Redtail CRM and Riskalyze to eliminate third‑party data handoffs for rebalancing. These improvements accelerated revenue collection, supported rapid advisor and firm onboarding for M&A, and produced audit-ready accuracy for Archvest.

Archvest Wealth Advisors

Eric Lai

Chief Executive Officer and Co-Founder