Blog Archives

Compensation rises as revenue growth slows: New AUG survey

The latest AUG The Exchange’s Asset Management Operations and Compensation Study sponsored by Investment Advisor Association and SS&C Advent is a study in contrasts. Questionnaire criteria ranged from technology spend to role based compensation to compensation with firm results organized

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Posted in Traditional and Alternative Asset Management, Wealth Management and Financial Planning

Recap of the newest releases – 17.1

17.1 Releases of APX and Geneva: Take a Closer Look By now, you’re probably aware of the first releases of 2017 to our core solutions. Many of the enhancements included in these updates come directly from conversations with clients or

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Posted in Product News

Compliance Readiness and SEC Priorities for 2017: Webinar

Twenty years ago, the SEC’s Office of Compliance Inspections and Examinations (OCIE) set a goal of examining every RIA firm every five years. But with the explosive growth of registered advisors, and constraints on the SEC’s resources, that goal has

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Posted in Advisors, Asset Managers, Compliance, Hedge Funds, Technology, Traditional and Alternative Asset Management, Uncategorized, Wealth Management and Financial Planning

Client Spotlight: Williams Jones Solves Technology Puzzle with SS&C Advent

Like many independent advisory firms, Williams Jones has grown in part by bringing on experienced portfolio managers with established books of client business. Some of those advisors, however, brought along the software they were accustomed to using in their prior

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Posted in Advent News, Advent Software, Asset Managers, Technology, Wealth Management

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

Once 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

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Posted in Advent News, Product News, Technology, Traditional and Alternative Asset Management

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