Case Study: J.P. King Advisors, Inc. achieves scalable growth and streamlined reporting with SS&C Technologies' Black Diamond Wealth Platform

J.P. King Advisors, Inc. - Customer Case Study

J.P. King Advisors, Inc., a fee-based independent RIA founded in 1981 and based in the San Francisco Bay Area, faced growth constraints from legacy on‑premise reporting, billing and portfolio accounting systems that required manual, paper‑based workflows. To support succession planning and an aggressive growth strategy, they turned to SS&C Technologies and its Black Diamond Wealth Platform for a scalable, cloud‑based solution.

SS&C Technologies implemented Black Diamond to centralize custodian aggregation, automate reporting and billing, and deliver a client portal and mobile access—streamlining meeting prep and reducing paper processes. As a result, J.P. King more than doubled AUM (from about $200M to just under $500M / $480M reported), added dozens of new clients yearly without increasing staff, and gained the capacity to onboard other advisors and bulk transfers efficiently, demonstrating clear scalability and measurable business impact.

J.P. King Advisors, Inc.

Scott Horton

President