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Expanded Connectivity Options for Moxy Users

There may be some pockets of the trading world where phones or spreadsheets via email are still in use, particularly outside North America, but that is more and more the exception. Electronic trading is increasingly the rule. Unless a firm

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Posted in Advent Software, Technology, Trading, 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

The Secret to Health, Wealth and Happiness

Forget diet, exercise or compound interest. For wealth managers, the single most important factor in your long-term health and success may well be high quality data management. What hope would you have of making reasoned trading decisions, enhancing performance or

Posted in Advent Software, EMEA, Region Africa, Region Europe, Region Middle East, Wealth Management

Have You Got What It Takes to Shine in Today’s Competitive World?

If you want a picture of the key trends affecting the asset management industry then PwC’s latest Annual Global CEO survey [1] is a good place to start. The report sets out a number of headline findings. But beneath all

Posted in Advent Software, Asset Managers

Opportunities Beckon Under Saudi Market Strategic Plan

Exciting changes are afoot for Saudi Arabia’s capital market. As I highlighted in a previous post, the long-hoped for move to allow direct foreign investment for the first time promises to be a real landmark development. But this is just

Posted in Advent Software, EMEA, Region Africa, Region Europe, Region Middle East

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