Blog Archives

Automation with a human touch

Much has been written in recent years about digital investment advice platforms or “robo advisors.” By now, the robo wave seems to have crested and we are seeing a variety of business models leveraging automation, from the purely algorithm-powered platforms

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Posted in Product News, Traditional and Alternative Asset Management

Wealth Managers Split on Robo-Advice

Robo-advisors are “arguably the most disruptive trend the wealth management industry has ever seen,” according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1]. Should wealth managers feel threatened by these often low-cost providers, or embrace the technology and

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Posted in Wealth Management

MiFID II brings a world of change for the buy side … and not just in Europe

In reality, chances are you’re going to get caught up in MiFID II. Its scope means any buy-side firm that has dealings with European clients, funds or even assets will be subject to at least some aspects of the rules.

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Posted in Advent Software, Asset Managers, Regulation, Compliance, and Security

Consolidated Reporting Offers a Path to Happier Clients

It’s a common problem. Wealth management clients want a complete and up-to-date view of their overall financial situation so they can make smart, holistic decisions about their portfolios. Yet firms often lack the necessary data to give them a full

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Posted in Advent Software, Technology, Traditional and Alternative Asset Management, Trends, Wealth Management, Wealth Management and Financial Planning

Cloud Computing Still Wrestling with Cybersecurity Fears

Cloud computing has become a central component in wealth managers’ future development and success. Indeed, many of the innovations wealth managers are pursuing are only possible thanks to the low-cost data storage and high processing power the cloud affords. No

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Posted in Advent Software, Compliance, Regulation, Compliance, and Security, Wealth Management and Financial Planning


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