Selected cloud-based technology from the beginning, which resulted in a flexible work environment and support for the firm’s growth strategy.
From the start, Archvest Wealth Advisors recognized that a tech-forward approach would boost productivity and enhance the client experience. To meet those objectives, they selected the Black Diamond Wealth Platform as their core portfolio management, accounting, reporting, and billing system. Through this cloud-based solution, they also found support for their M&A growth strategy with simple advisor onboarding, plus an uninterrupted shift to remote work. Fast and accurate client billing, meaningful third-party integrations, and a first-class rebalancing solution get special mention as key to their ability to scale.