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What makes BD3 such an innovative solution for financial advisors?

At SS&C Advent, we take a long look at the needs of the modern advisor because we continually ask ourselves one question: What problems are advisors facing and how can we help?

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Posted in Wealth Management and Financial Planning

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

Wealth Management in 2021: Are You Ready?

We’ve all heard the sci-fi movie trailers that begin with a somber baritone voice intoning, “Imagine a world…” Well, imagine this one: a world in which Amazon and Google become major players in the wealth management business. Leveraging their enormous

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Posted in Wealth Management and Financial Planning

Black Diamond momentum key to SS&C Advent’s next chapter

As I take on a broader role at SS&C Advent and look more deeply at the solutions our Advisory clients use and enjoy, I recognize the gem we have in the Black Diamond wealth platform. We will continue to direct

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Posted in Black Diamond Performance Reporting, Wealth Management and Financial Planning

Wealth Management Today: Client relationships take center stage

The wealth management industry in North America is undergoing a significant transformation. New options such as robo-advisors, increased scrutiny of fees, and evolving compliance requirements are among the many drivers of this change. Financial advisors and their firms need to

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Posted in Wealth Management and Financial Planning

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