Case Study: Key Client Fiduciary Advisors achieves scalable affiliate growth and stronger compliance with SS&C Advent's Black Diamond Wealth Platform

Key Client Fiduciary Advisors - Customer Case Study

Key Client Fiduciary Advisors (KCFA) is a hybrid RIA/broker‑dealer firm managing $700 million in AUM that broke away to operate independently and needed a flexible technology platform to run its advisory business and onboard advisor affiliates. To meet those challenges, KCFA selected SS&C Advent’s Black Diamond Wealth Platform to provide portfolio management, billing, reporting and a client/advisor portal.

SS&C Advent implemented Black Diamond to give KCFA a powerful advisor portal, direct custodial data feeds, and integrated billing and reporting, enabling efficient management of in‑house and affiliate advisory businesses. The solution produced operational efficiencies from custodial integrations, streamlined compliance and oversight (helping KCFA deliver SEC audit data quickly via Black Diamond queries), and supported new revenue streams and growth by simplifying affiliate onboarding and reporting.

Key Client Fiduciary Advisors

Eric Fishman

Founding Partner