Archvest Wealth Advisors Walnut Creek, CA Description: Financial planning and investment management firm AUM: $120 million Implementation: 2014 BACKGROUND: — Founded as a financial planning focused firm — Looking to accelerate growth via M&A — Required a platform that works with multiple custodians — Sought technology to support a strong client experience and boost advisor productivity BENEFITS: — Fast, easy, and accurate billing workflows with accelerated revenue collection — Cloud-based solution facilitates remote work environment — Rebalancing process enhanced by eliminating the need to send data back and forth between third party applications blackdiamond.advent.com | info@advent.com In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® after b

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