Blog Archives

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

Our Most-Read Blog Posts of 2016

As we close out the year, we’re sharing our most-read blog posts from the past 12 months. Here’s the list from 2016, arranged in chronological order. We’re looking forward to seeing you back here on the blog next week.

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Posted in Advent News, Asset Managers, Regulation, Compliance, and Security, Traditional and Alternative Asset Management, Trends, Wealth Management and Financial Planning

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

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

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Posted in Advent News, Asset Managers, Wealth Management

SS&C Acquires Leading Advisor CRM Solution Salentica

Today, I’m thrilled to share with the advisory community, that SS&C has acquired Salentica, a leading provider of CRM solutions to advisory firms. Many of you are already familiar with Salentica based on its strong reputation for providing customized CRM

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Posted in Advent News, Advisors, Asset Managers, Technology, Traditional and Alternative Asset Management, Wealth Management, Wealth Management and Financial Planning

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