Blog Archives

Choose the right software for your new wealth management firm

You’ve put in your time at a large wealth management firm like a wirehouse or bank and now you feel it’s time to hang out your own shingle. If you have a set of loyal customer accounts that you are transitioning, time

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Posted in Wealth Management

Survey: Private equity firms increasingly focused on operational efficiency, governance & transparency

While at the 2017 SuperReturn International conference in Berlin, we surveyed approximately 100 GPs, LPs and other professionals within private equity to learn more about private equity business operations.

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Posted in Asset Managers, Hedge Funds, Traditional and Alternative Asset Management, Wealth Management

Wealth Managers Split on Robo-Advice

Robo-advisors are “arguably the most disruptive trend the wealth management industry has ever seen,” according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1]. Should wealth managers feel threatened by these often low-cost providers, or embrace the technology and

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Posted in Wealth Management

Consolidated Reporting Offers a Path to Happier Clients

It’s a common problem. Wealth management clients want a complete and up-to-date view of their overall financial situation so they can make smart, holistic decisions about their portfolios. Yet firms often lack the necessary data to give them a full

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Posted in Advent Software, Technology, Traditional and Alternative Asset Management, Trends, Wealth Management, Wealth Management and Financial Planning

Best-of-Breed or Single Provider? How to Satisfy Your Technology Needs

How can wealth managers best meet their increasingly mission-critical technology needs? To stay relevant to an ever more digitally-demanding client base, firms have taken massive strides in recent years to catch up with the technology provision seen in retail financial

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Posted in Advent Software, Advisors, Asset Managers, Technology, Trends, Wealth Management


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