Case Study: J.P. King Advisors achieves accelerated growth and streamlined, real-time reporting with SS&C Advent's Black Diamond

J.P. King Advisors - Customer Case Study

J.P. King Advisors, a long-established RIA founded in 1981, had hit a growth plateau because its legacy monthly, manual portfolio management and reporting system produced stale data and strained back-office capacity. To modernize reporting, enable daily performance visibility, and appeal to younger, tech‑savvy clients, J.P. King Advisors chose SS&C Advent’s cloud-based Black Diamond platform.

SS&C Advent implemented Black Diamond on a flexible timeline and delivered immediate benefits—automating reporting (saving 5–7 days per month), speeding meeting preparation, simplifying billing and onboarding (one advisor added 40 clients and 188 accounts mid-cycle), and freeing operations for proactive work. The SS&C Advent solution improved timeliness and accuracy of client information, expanded the firm’s capacity to grow, and helped J.P. King Advisors support $375M AUM with modern, client-facing tools.

J.P. King Advisors

Nancy Gire

CPA, CFP®, Senior Financial Advisor and the firm’s Director of Operations