Blog Archives

The SS&C Advent blog is moving!

We started this blog back in April of 2011 kicking it off with a post about compliance in the wake of the financial market meltdown, the Bernie Madoff affair, and the massive 2,300 page Dodd-Frank Act. We’ve come a long

Posted in Uncategorized

Saudi Arabia briefing highlights seismic market changes ahead

Saudi Arabia’s investment management industry is on the cusp of massive and transformative change. That was the key message to come out of the breakfast briefing event we hosted last week in Riyadh for investment management firms in Saudi Arabia,

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Posted in Uncategorized, Wealth Management and Financial Planning

Financial planning as a point of differentiation

With the rise of passive investing and algorithm-based advice, investment management is slowly becoming commoditized. As a result, we are seeing more firms place a larger emphasis on wealth management to serve the complex planning needs of HNW clients. Many

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Posted in Uncategorized, Wealth Management and Financial Planning

More than a portal: An experience

Technology is continually advancing and the expectations of users— including investors— are moving forward at a rapid pace. Investors are comparing their financial technology to their social media and music streaming experiences and they expect you to understand— and predict—

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Posted in Technology, Uncategorized

Smoothing out returns for clients amid market volatility

Several academic studies have shown that people, on average, fear loss much more than they appreciate gain. Most investors want the magic formula: sizable returns with no risk. They want to grow wealth or live off the income generated from

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Posted in Technology, Uncategorized

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