Encore Performance: Geneva Wins Waters Technology Award for the Second Year in a Row


image1Once again, SS&C Advent’s Geneva system has been named the “Best Portfolio Accounting Platform” in the 2016 Waters Buy-Side Technology Awards. The awards are meant to recognize the top technologies and providers in their respective areas of expertise, as determined by a judging panel that includes leading investment technology consultants and Buy-Side Technology editors. Commenting on our award win, Victor Anderson, Editor-in-Chief, Financial Technology Group, Incisive Media said, “We had over 280 entries for only 32 winners. So this is a fantastic achievement for SS&C Advent and everyone at Waters is delighted for the team.”
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Posted in Advent News, Advisors, Asset Managers, Wealth Management

Is your wealth management business as mobile as your clients?

Two Business coworkers walking along elevated walkway

Can you imagine going anywhere these days without your smartphone? Me neither.

In a few short years we’ve become wedded to our mobile devices. It’s less than 10 years since the launch of the first iPhone. iPads only came to market in 2010, heralding the tablet boom.

More than a third of UK consumers now use their smartphone as their primary internet device, overtaking computers for the first time. As wearables evolve too, the mobile trend is only going one way.
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Posted in Asset Managers, Trends, Wealth Management, Wealth Management and Financial Planning

SS&C Advent Lauded for Best Portfolio Management Technology in WealthBriefing GCC Region Awards



On November 2, at a sparkling black-tie ceremony at the luxurious hotel Taj Dubai, SS&C Advent received top honors in the Portfolio Management Technology category at the 2016 WealthBriefing GCC Region Awards, the latest in a string of accolades from industry experts conferred upon the company this year.
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Posted in Advent News, Asset Managers, Wealth Management

Smart growth starts with the right clients

Target audience

It’s the million (billion!) dollar question: how can you drive sustained growth while bolstering margins and profitability?

Success isn’t a question simply of adding assets and customers. It’s about smart growth.

Cost management can help. But that will only get you so far.

Ultimately, it comes down to serving the right clients better. It’s what wealth management has always been about. But now even more so. In this digitalised, information-burden age, customers are becoming ever more demanding about the speed and personalisation of service they receive.

To achieve a sustainable competitive advantage, you have to pinpoint your target market, then give them what they want, when they want it. Make clients feel valued. Foster trust and they will remain more loyal. Maybe even refer you to their family and friends.

So how do you do that?

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

The Key to Wealth Management Success: A Smarter Type of Growth


What does success look like for you?

We all want to be successful. But for today’s wealth managers, it is no longer simply a question of growing assets.

For us, success is about smart growth. Sounds good. But what do we mean by that?

It is about building a stronger, more agile business. It is about improving scalability, minimising costs and enhancing profitability. It is about continuing to deliver the sorts of high-quality services that will foster client loyalty, helping you attract new prospects and satisfy customers’ evolving needs. It is about making growth sustainable.

And it is the only realistic, long-term game.

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


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