The SS&C Advent blog is moving!

We Moved!

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 way since then, publishing over 500 posts on topics ranging from compliance to technology, advisory and asset management. Thank you for helping us grow this blog and our community of readers. We’ve enjoyed all the conversations that have taken place here over the past seven years. Read more ›

Posted in 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 missed them.

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

Automation with a human touch

Business woman working at a cafe

Much has been written in recent years about digital investment advice platforms or “robo advisors.” By now, the robo wave seems to have crested and we are seeing a variety of business models leveraging automation, from the purely algorithm-powered platforms to hybrids that offer some degree of self-service augmented by specified levels of human contact and professional advice. Meanwhile, traditional advisors that have relied on a baby-boomer clientele are looking for cost-effective ways to serve the next generation of tech-savvy, wealth building and value-conscious investors. Read more ›

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Posted in Product News, Traditional and Alternative Asset Management

Cyber defense: stop, look and think before you click


Profit is the main motivator behind cybercrime, and humans have become the number one target. How can you avoid being the victim of a cyberattack? Find out this year at SS&C Deliver from Lisa McLaughlin, VP Corporate Security, SS&C,  and Bob Bragdon, SVP/Published, CSO,  during their presentation, “Securing the human – The first line of defense.”

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Posted in Regulation, Compliance, and Security

SS&C Advent recognized by Waters Rankings for portfolio accounting excellence


Pictured L-R: Robert Roley, Katherine Pearce, Marc Flamini


SS&C Advent was awarded “Best Accounting System Provider” by Waters Rankings for 2017, its third win in a row in the category.  Advent’s Geneva® solution previously won in 2015 and 2016; Advent Portfolio Exchange® (APX) also received acknowledgement in the award this year.

Waters Rankings recognizes the top technology and service providers in financial technology, as voted on by the Waters readership. Each category had more than 20 potential choices, making this year among the most competitive in the program’s esteemed history.

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Posted in Advent News


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