Case Study

Essex Financial

The firm wanted to resolve issues with its client billing and reporting with a comprehensive, cloud-based technology solution.

Essex Financial is a Connecticut-based advisory firm that needed a reporting solution that helped put the firm at a competitive advantage and offer a more streamlined, efficient, and accurate client billing solution. Essex attributes over $125 million in new assets were added in the first year after implementing the Black Diamond wealth platform primarily due to the quality of the reporting. They also discovered that integration capabilities helped streamline operations, and having the right technology was an effective recruiting tool for new advisors.