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Reinventing the Advisor Experience with Client View banner image
24-Sep-2020

Reinventing the Advisor Experience with Client View

By: Bjorn Widerstedt

Most recently, the introduction of the Client View application marks another major milestone in Black Diamond’s quest to alleviate operational burden and strengthen the advisor-client connection.

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Uncover Front Office Transformations: A Webinar Recap banner image
18-Sep-2020

Uncover Front Office Transformations: A Webinar Recap

By: Boris Bykhovsky

Over the last three decades, asset and wealth management firms have made enormous investments in technology, focused primarily on increasing efficiency, automation, and scale in back office operations. In recent years, technology has made significant inroads into seamlessly enabling the middle office to connect the front to back, allowing the middle to create a more efficient front office experience built on a foundation of accurate and timely data.

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Cloud-Based From the Beginning banner image
16-Sep-2020

Cloud-Based From the Beginning

By: Timothy Welsh

In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® after both working for independent RIAs. Through a financial planning lens, they provide comprehensive services that help clients meet their individual goals. Their modern, tech-forward approach also helps them differentiate themselves among prospective clients and advisors.

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