Integration Update: RiXtrema + Black Diamond Now Available

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SS&C Advent’s Black Diamond wealth platform is now integrated with Portfolio Crash Testing by RiXtrema, one of the advisory industry’s leading Portfolio Analytics/Risk Management solutions.

Portfolio Crash Testing is a risk management software solution based on mathematical methodology created by an award-winning research team that helps financial advisors identify and discuss risk with clients. Read more ›

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Posted in Advent News, Advisors, Black Diamond Performance Reporting, Risk

Movement Away from AUM Fees

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Time to Change the AUM Pricing Baby?

If there’s one thing that is certain in wealth management these days, it’s change. With an ever evolving investing climate, advancements in technology, a more complex regulatory environment and shifting consumer expectations, the way advice is delivered to investors, and how they pay for it is getting a much sharper look by industry leaders. Read more ›

Posted in Advisors, Asset Managers, Wealth Management, Wealth Management and Financial Planning

Building Trust to Drive Referrals – Part 3

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Using Communication and Technology Tools to Enhance Client Trust

In our previous blog post, we outlined research from the latest whitepaper in our ongoing series of industry content designed to help advisors succeed in a more complex wealth management environment.

The “Building Trust to Drive Referrals” whitepaper identified client trust as critical for the health and sustainability of client relationships, which industry research has shown is the number one driver for client referrals.

And because client referrals are the number one source of new business for advisors, this area warrants ongoing attention to ensure advisors have a healthy pipeline for growth. Read more ›

Posted in Advisors, Asset Managers, Wealth Management, Wealth Management and Financial Planning

Future Shock: When Amazon Launches a Robo Advisor

Couple with a financial advisor.

One of the legacy assumptions underlying the wealth management industry these past many decades is that due to its regulated nature, conservative approach and existence of big brands, the cost to getting started make it extremely difficult for outsiders to gain a foothold and create new businesses. Read more ›

Posted in Advisors, Asset Managers, Wealth Management, Wealth Management and Financial Planning

Building Trust to Drive Referrals – Part 2

Planning ahead for peace of mind

Four Skills to Build Client Trust

In our previous blog post, we outlined research from the latest whitepaper in our ongoing series of industry content designed to help advisors succeed in a more complex wealth management environment.

The “Building Trust to Drive Referrals” whitepaper identified client loyalty as critical for the health and sustainability of client relationships, which industry research has shown is the number one driver for client referrals.
Read more ›

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