Case Study: Arrowroot Family Office achieves compliant, scalable insurance offerings and expanded client services with SS&C Advent's Black Diamond & Advent Insurance Marketplace

Arrowroot Family Office - Customer Case Study

Arrowroot Family Office is a multi-location family office (Marina Del Rey, CA; Charlottesville, VA; Rochester Hills, MI) managing $153 million in AUM and founded in 2013. Seeking to expand its service model to include insurance products while preserving fiduciary status, Arrowroot faced regulatory and compliance hurdles and wanted a technology-driven way to improve efficiency, productivity, and scale beyond commission-based distribution.

SS&C Advent delivered the Black Diamond Wealth Platform along with complimentary access to the Advent Insurance Marketplace Powered by DPL, giving Arrowroot access to insurance experts, fee-based products, and a compliance framework. The solution let Arrowroot Family Office introduce fee-only guaranteed-income and life-insurance solutions, streamline workflows, boost transparency and compliance, and expand its service offering while maintaining fiduciary status.

Arrowroot Family Office

Rob Santos

Chief Executive Officer