Blog Archives

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

SS&C Deliver 2017 Announcement Roundup

Back from our annual conference, SS&C Deliver, we’re excited and energized after seeing our clients, engaging in sessions and panels, and enjoying the ‘Windy City’.   We shared several big announcements during our time in Chicago. Read on in case you

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Posted in Advent News, Product News, SS&C Deliver, Technology, Uncategorized

To financial advisors: Get started with social media

In our last blog post, we highlighted the important reasons why advisors need to get going and get visible on social media channels. Most importantly, to ensure that the lifeblood of future growth – referrals – are coming in.

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Posted in Advisors, Social Media, Technology, Uncategorized, Wealth Management and Financial Planning

The hedge fund industry is alive and well

The gathering of senior executives at the recent HFM Week UK Operational Leaders Dinner in London offered an ideal opportunity to take the pulse of the hedge fund industry. Forget those rumblings of doom and gloom. If these operations honchos

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Posted in Advent Software, Compliance, Hedge Funds, Trends, Uncategorized

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