SS&C Advent Blog banner image

SS&C Advent Blog

Stay up to date on all things SS&C Advent and Financial Technology.

SS&C Advent Honored in Waters Rankings 2020 Awards  banner image
12-Aug-2020

SS&C Advent Honored in Waters Rankings 2020 Awards

By: Matt Ahlstrand

We’re honored that the readers of Waters Technology have voted SS&C Advent the “Best Accounting System Provider” in the 2020 Waters Rankings Awards.

read more
You Asked, We Deliver: Client Feedback Powers Tamale banner image
10-Aug-2020

You Asked, We Deliver: Client Feedback Powers Tamale

By: Tom Morsanutto

Ideas from clients are the chief driver of our solutions development process at SS&C Advent. These ideas are especially evident in the latest releases of Tamale RMS, SS&C Advent’s proven and trusted research management solution.

read more
The Next Evolution of Wealthtech Integrations banner image
06-Aug-2020

The Next Evolution of Wealthtech Integrations

By: Justin Wayne

Financial advisor technology has come a long way since the early days of portfolio accounting software. Today’s wealth technology, commonly referred to as “wealthtech,” evolved from back-office solutions designed to make life easier for operations teams, and has expanded significantly to meet a wide variety of needs.

read more
Economic Conditions Are Ripe for Distressed Debt Investors banner image
04-Aug-2020

Economic Conditions Are Ripe for Distressed Debt Investors

By: Aani Nerlekar

There are significant operational challenges and investment risks associated with distressed debt, yet when the strategy succeeds, the rewards are phenomenal relative to market returns.

read more
Work From Home Warrants a Fresh Look at Outsourcing banner image
22-Jul-2020

Work From Home Warrants a Fresh Look at Outsourcing

By: Nick Nolan

What’s the outlook for outsourcing in the wake of work-from-home?

read more
Transforming the Remote Implementation Experience banner image
20-Jul-2020

Transforming the Remote Implementation Experience

By: Cathy Messina and Dan Blomberg

Building rapport and trust with clients is a fundamental component of the implementation project at SS&C Advent. After the sale is complete, the project planning workshop offers the first opportunity for the professional services team to facilitate engagement with new clients using our proven Advent Implementation Methodology (AIM).

read more
Adaptation Strategies: SS&C Advent “Homeshows” Foster Client Interaction  banner image
16-Jul-2020

Adaptation Strategies: SS&C Advent “Homeshows” Foster Client Interaction

By: Heidi Cheema

In this extraordinary year, SS&C Advent’s Client Success team canceled our popular roadshows in various cities in the interest of safety. These client gatherings provided attendees the opportunity to see the latest product developments, provided a platform for networking and sharing best practices, and allowed us to collect valuable feedback.

read more
Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors banner image
02-Jul-2020

Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors

By: Leigh Tartaglia

Tamale RMS® is SS&C Advent’s award-winning research management solution, designed to help firms make more effective use of all the research data pouring into their offices, and ultimately make better-informed investment decisions more efficiently.

read more
Building a Technology-Forward, Modern Wealth Management Firm banner image
25-Jun-2020

Building a Technology-Forward, Modern Wealth Management Firm

By: Timothy Welsh

Founded by veteran advisors with an unparalleled record of accomplishment, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award-winning firm on its website home page.

read more
Compliance and Technology: Restoration Tips Post Covid-19 banner image
22-Jun-2020

Compliance and Technology: Restoration Tips Post Covid-19

By: Shana Bruner

A panel of experts explores these questions more in-depth in our recorded webinar, Key Compliance & Technology Considerations During and After the COVID-19 Pandemic.

read more
Geneva and Eze: Best of Breed Made Easy banner image
16-Jun-2020

Geneva and Eze: Best of Breed Made Easy

By: Marc Flamini

For the SS&C Advent Geneva team, SS&C’s 2018 acquisition of Eze Software was a stroke of good fortune. We had known Eze for the better part of two decades, primarily as a collaborator and in some instances a friendly competitor.

read more
What to Consider When Evaluating a Technology Vendor banner image
15-Jun-2020

What to Consider When Evaluating a Technology Vendor

By: Nick Nolan and Aani Nerlekar

Modernizing your tech-stack and thoroughly evaluating technology vendors is ever growing in importance. Firms are relying on solution providers to play a critical role in their day-to-day operations and workflows. These providers not only offer innovative solutions, but also have industry and regulatory knowledge to help effectively implement best practices.

read more
Private Debt Offers Investment Bright Spot for the Well-Equipped banner image
12-Jun-2020

Private Debt Offers Investment Bright Spot for the Well-Equipped

By: Roger Woolman

Amid the market volatility and resulting dislocations, opportunities are coming to the fore for investors in the burgeoning private debt sector.

read more
Four Tenets for Successfully Incorporating Artificial Intelligence banner image
09-Jun-2020

Four Tenets for Successfully Incorporating Artificial Intelligence

By: Karen Geiger and Anastasiya Karelina

With AI often leading new workflows in financial services, we have recently looked at the best way to implement technologies on the forefront to elevate our solutions for a more integrated client experience.

read more
Powerful Rebalancing Technology Fuels New Era of Advisory Services banner image
02-Jun-2020

Powerful Rebalancing Technology Fuels New Era of Advisory Services

By: Steve Leivent

It’s the perfect storm…but in a good way. A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.

read more
Get Ready for Reg BI: How Black Diamond Can Help banner image
20-May-2020

Get Ready for Reg BI: How Black Diamond Can Help

By: Shahyan Aly

While much of the country eases into reopening, we all have an eye on how the markets will respond. Concurrently, financial advisors are watching the shifting regulatory landscape.

read more
New Releases Bring Tighter Integration and an APX NextGen UI to Clients  banner image
14-May-2020

New Releases Bring Tighter Integration and an APX NextGen UI to Clients

By: Matt Ahlstrand

This past April, we released our 20.1 product enhancements with a fully-integrated suite of front-to-back functionality to support investment managers worldwide.

read more
We’ve Put Your Feedback to Work: The Latest Enhancements in the Geneva Release banner image
13-May-2020

We’ve Put Your Feedback to Work: The Latest Enhancements in the Geneva Release

By: Jonathan Eldridge and Adam Salter

The 20.1 release is the culmination of diligent work in research, development, and testing, with enhancements prioritized in collaboration with our clients.

read more
In Times like These, What is Working? banner image
05-May-2020

In Times like These, What is Working?

By: Steve Leivent

The last couple of months in the wealth management space, and the world in general, have definitely been one for the books. When else in history has so much changed in so short a time?

read more
The Rebalancer Advantage: Agility During Market Uncertainty banner image
22-Apr-2020

The Rebalancer Advantage: Agility During Market Uncertainty

By: John Milne

Now more than ever, tools that once seemed like luxuries can quickly become necessities. This is especially true for advisory firms using rebalancing and trading technology. Thanks to the quick ability to react to market fluctuations, these firms have the upper hand in maintaining client allocation targets.

read more
Multi-Strategy Portfolios Benefit Clients, Let Technology Benefit You banner image
21-Apr-2020

Multi-Strategy Portfolios Benefit Clients, Let Technology Benefit You

By: Boris Bykhovsky

Asset and wealth management firms are looking for ways to provide diversified portfolios to clients more efficiently, cost-effectively, and at scale. For private investors, having their manager address their investment needs holistically has become par for the course. For institutional investors, firms are looking at diversification among traditional and alternative asset classes in the quest for alpha.

read more
Data Aggregation: Part Art Part Science banner image
14-Apr-2020

Data Aggregation: Part Art Part Science

By: Kimberly Donahoe

Data aggregation has never been more important than it is today for buy-side firms. Whether you are reconciling back to your counterparties, preparing performance reports for your clients, or considering how to meet existing and approaching industry regulations, post-trade data is at the heart of meeting these goals.

read more
Overcoming Fear of Change: The Black Diamond Conversion Process banner image
08-Apr-2020

Overcoming Fear of Change: The Black Diamond Conversion Process

By: Brian Justice

During these unprecedented economic times upgrading your financial technology stack might be inconceivable. The process of data conversion, system setup, and adoption of a new platform can be daunting.

read more
Multi-Manager Fund Structures Grow and Operational Challenges Grow with Them banner image
07-Apr-2020

Multi-Manager Fund Structures Grow and Operational Challenges Grow with Them

By: Marc Flamini and Nicholas Nolan

In the last several weeks, J.P. Morgan Asset Management, Eurizon, AI – Funds Limited, and Russell Investments, have all launched new multi-manager funds.

read more
Data Governance: The Essential First Step to Exploiting the Power of AI banner image
07-Apr-2020

Data Governance: The Essential First Step to Exploiting the Power of AI

By: Roger Woolman

AI and machine learning can help financial services organizations detect market trends, spot investable patterns, make predictions, gain deeper insights into client behaviors, and better respond to customer needs.

read more
Regulators Respond to an Unprecedented Confluence of Events banner image
02-Apr-2020

Regulators Respond to an Unprecedented Confluence of Events

By: Matt Ahlstrand

What started as a distant health crisis became a global pandemic, which brought the world economy to a halt, which sent the markets into a tailspin, which has investors in a panic.

read more
Leveraging a Proactive and Robust Rebalancer banner image
01-Apr-2020

Leveraging a Proactive and Robust Rebalancer

By: Timothy Welsh

Founded in 1985, Reby Advisors is an independent, fiduciary-based financial planning and investment management firm based in Danbury, CT. Providing clients everything they need to enjoy sustainable financial independence, Reby Advisors sees wealth as more than money.

read more
Digital Communication and How Advisors are Striking the Right Balance banner image
25-Mar-2020

Digital Communication and How Advisors are Striking the Right Balance

By: Ryan Alexis

With markets zigging and zagging, the historic massive volatility we are experiencing inevitably creates anxiety in clients’ minds as to the health and welfare of their portfolios and financial plans.

read more
Achieving GIPS Compliance: Transparency Takes Center Stage banner image
24-Mar-2020

Achieving GIPS Compliance: Transparency Takes Center Stage

By: Kate Kleinbaum

This past September a record number of attendees gathered in Scottsdale, Arizona for the 23rd Annual GIPS Standards Conference. No doubt, every attendee was drawn in by the chance to discuss the new 2020 edition of the GIPS standards, released on June 30, 2019.

read more
Cracking the Innovation Time Code banner image
17-Mar-2020

Cracking the Innovation Time Code

By: Karen Geiger

As the Chief Development Officer for SS&C Advent, I often get asked by clients and partners how I incorporate innovation into our product development process. Google famously allows its engineers to spend 20 percent of their time on projects that interest them, also known as “innovation time.”

read more
SS&C Advent Women Recognized at Waters Women in Technology and Data Awards banner image
10-Mar-2020

SS&C Advent Women Recognized at Waters Women in Technology and Data Awards

By: Shana Bruner

Every organization strives to promote a culture that encourages excellence, and we are elated that two of our colleagues, Tamilselvi (Selvi) Pasumalaithevan and Mardís Heimisdóttir, are recipients of the 2020 Waters Women in Technology and Data Awards.

read more
Webinar: What the SECURE Act Means for Advisors and Their Clients banner image
03-Mar-2020

Webinar: What the SECURE Act Means for Advisors and Their Clients

By: Justin Wayne

It’s no secret that enough Americans aren’t saving for retirement, and those that are, aren’t always saving enough. The SECURE Act aims to address this issue through a number of changes to retirement account rules and regulations.

read more
Wealth Manager Digitalisation Will Be Key to Getting Ahead banner image
03-Mar-2020

Wealth Manager Digitalisation Will Be Key to Getting Ahead

By: Nakis Efstathiou

Competition in the wealth management industry is heating up. But there are ways to get ahead of it, and differentiate.

read more
How Mentoring Elevates a Workplace Culture: SS&C Advent Hosts TechWomen Program banner image
02-Mar-2020

How Mentoring Elevates a Workplace Culture: SS&C Advent Hosts TechWomen Program

By: Aliya Janjua

Who benefits from a mentoring program? It’s not just those being mentored, but also those doing the mentoring – and by extension, the sponsoring company as a whole.

read more
The 2020 T3 Advisor Technology Conference banner image
27-Feb-2020

The 2020 T3 Advisor Technology Conference

By: Tim Welsh

The 16th annual Technology Tools for Today (T3) Advisor conference was hosted in sunny San Diego over the President’s Day holiday weekend. During the event, over 700 attendees gathered to see the nearly 100 technology firms display, demo and discuss all things advisor tech.

read more
Emerging Managers: What to Consider When Outsourcing banner image
26-Feb-2020

Emerging Managers: What to Consider When Outsourcing

By: Caitlin Turney and Nick Nolan

What does it take to start a hedge fund? And, what functions should a firm outsource in order to prioritize higher level work? The HFM US Operational Leaders’ Summit 2020, held earlier this month, addressed these questions with a focus on addressing operational issues facing the emerging managers.

read more
Geneva Wins at the Alt Credit US Awards for Best Portfolio Management System banner image
25-Feb-2020

Geneva Wins at the Alt Credit US Awards for Best Portfolio Management System

By: Jonathan Eldridge

Sophisticated investors understand while credit and derivative instruments can have a significant upside, these investment types can also create challenging workflows for existing infrastructure.

read more
The Alternative Route to Growth and Profitability banner image
24-Feb-2020

The Alternative Route to Growth and Profitability

By: Roger Woolman

The latest figures from Preqin show global alternatives assets under management surged to $10.3tn in 2019. What does this growth mean for private assets and their operational infrastructure?

read more
Tamale Event Generates Ideas from Clients, Plus Expert Insights on Due Diligence banner image
19-Feb-2020

Tamale Event Generates Ideas from Clients, Plus Expert Insights on Due Diligence

By: Matt Cunha

For the last three years, we’ve brought a group of Tamale RMS clients together for networking with SS&C Advent representatives and partners.

read more
Tamale RMS Wins at the HFM US Technology Awards banner image
13-Feb-2020

Tamale RMS Wins at the HFM US Technology Awards

By: Tom Morsanutto

We’re honored that SS&C Advent has received the award for “Best Research Management Solution” at the HFM US Technology Awards for Tamale RMS®.

read more
Five Trends for RIAs to Watch in 2020 banner image
22-Jan-2020

Five Trends for RIAs to Watch in 2020

By: Steve Leivent

Two things you can always count on in January: resolutions and predictions.

read more
Webinar: Systematized Fee Calculations for Alternative Funds banner image
14-Jan-2020

Webinar: Systematized Fee Calculations for Alternative Funds

By: Jonathan Eldridge

Just as fund performance and profitability are coming under pressure, so too are the fees funds charge investors.

read more
Staying Ahead of Change: Our Year-End Perspective banner image
07-Jan-2020

Staying Ahead of Change: Our Year-End Perspective

By: Brian Justice

What is the most important attribute a wealth management firm needs in its core technology platform? Is it a particular feature or capability? Ease of navigation? Third-party integration? Around-the-clock support? Ask a dozen advisors that question and you will likely get a dozen answers.

read more
Webinar: Time for a Fresh Look at Tamale banner image
23-Dec-2019

Webinar: Time for a Fresh Look at Tamale

By: Marianne Elie

Tamale RMS, SS&C Advent’s research management solution, is breaking new ground with its latest release.

read more
Making Service a Part of Your Technology Evaluation banner image
17-Dec-2019

Making Service a Part of Your Technology Evaluation

By: Ryan Alexis

Reliable best-in-class service can be hard to find. Most cloud-based, comprehensive wealth management platforms tout an exceptional service model, but few live up to expectations.

read more
Wealth Management is on the Move – Exciting Times Ahead! banner image
12-Dec-2019

Wealth Management is on the Move – Exciting Times Ahead!

By: Steve Young

SS&C Advent’s latest survey - “C-Suite Confidential: Ten Key Tech & Ops Trends” - demonstrates evidence of a significant shift in the wealth management landscape. What has changed?

read more
Whitepaper: Digitizing the Client Experience banner image
12-Dec-2019

Whitepaper: Digitizing the Client Experience

By: Steve Leivent

Client experience has become somewhat of a buzz phrase in the advisory space. It’s something that every firm seeks to excel at, but what does it really mean?

read more
Transitioning from LIBOR to SOFR banner image
11-Dec-2019

Transitioning from LIBOR to SOFR

By: Katherine Pearce and Nick Nolan

Seldom is there a monumental shift in the world of accounting and operations that is related to loans and derivatives.

read more
Live and In-Person: The C-Suite’s Perspective on Current Opportunities and Challenges banner image
06-Dec-2019

Live and In-Person: The C-Suite’s Perspective on Current Opportunities and Challenges

By: Heidi Cheema

There’s no shortage of media analysis of trends affecting asset management firms and face-to-face conversation is the best way to really understand how firms are managing the challenges and opportunities they have in common.

read more
The Power of Integration: All the Right Connections banner image
05-Dec-2019

The Power of Integration: All the Right Connections

By: Justin Wayne

The role of the personal wealth advisor is evolving. Today, many clients are less interested in investment research and recommendations, and more in need of a financial “life coach” to help manage their complete wealth picture.

read more
What Does the Future of Financial Advice Look Like? banner image
21-Nov-2019

What Does the Future of Financial Advice Look Like?

By: Corey Walther

Allianz Life and the Black Diamond Wealth Platform have partnered to make it easier for advisors to incorporate annuities into their retirement strategies.

read more
The Importance of Great Service and Support banner image
13-Nov-2019

The Importance of Great Service and Support

By: Timothy Welsh

While Padilla Wealth Management is a fairly new financial advisory firm, its founder, Dion R. Padilla, is exceptionally experienced.

read more
Daily Reconciliation Means Daily Challenges banner image
12-Nov-2019

Daily Reconciliation Means Daily Challenges

By: Nick Nolan

Reconciliation challenges are a daily fact of life for investment firms. For buy-side firms, issues typically arise when adding new asset classes, fund structures or systems that necessitate new workflows or integrations.

read more
Trends in Alternatives, 2020 and Beyond banner image
25-Oct-2019

Trends in Alternatives, 2020 and Beyond

By: Marc Flamini

The alternative investment arena has experienced some tumultuous times recently, but continues to attract investors seeking asset class diversification and market outperformance.

read more
How to Deal with Legacy Systems - The Fatal Flaw of Operational Transformation banner image
23-Oct-2019

How to Deal with Legacy Systems - The Fatal Flaw of Operational Transformation

By: Stig Olsen

If you are stuck on legacy IT, this is likely to be a hot topic for your organization. If not it probably should be. Developing premium client offerings on top of old technology is difficult, if not impossible.

read more
Fund Intelligence Honors APX and Geneva in Best Portfolio Management System Category banner image
23-Oct-2019

Fund Intelligence Honors APX and Geneva in Best Portfolio Management System Category

By: Shana Bruner

SS&C Advent has claimed the title Best Portfolio Management System in the 2019 Fund Intelligence Operations & Services Awards.

read more
Just-in-Time Technology: The Clients Critical Role in Software Development banner image
22-Oct-2019

Just-in-Time Technology: The Clients Critical Role in Software Development

By: David Blair

There are perceptions that large tech firms can function as factories, cranking out products on a slow-moving assembly line and pushing them out into the market.

read more
Black Diamond's Expanding Footprint banner image
17-Oct-2019

Black Diamond's Expanding Footprint

By: Bjorn Widerstedt

Any wealth manager who looked at the Black Diamond Wealth Platform in the past should take a look today, says Steve Leivent, SVP of Advisory for SS&C Advent. “We’re a completely different system than we were just a few years ago.”

read more
Private Credit and Direct Lending: A Hot Topic at GAIM Ops West banner image
11-Oct-2019

Private Credit and Direct Lending: A Hot Topic at GAIM Ops West

By: Marc Flamini

This year at GAIM Ops West, SS&C Advent will be joining 320+ professionals from across the fund and investor spectrum, representing the increasingly diverse nature of the alternatives industry.

read more
Recognizing the Change Makers at SS&C Advent banner image
10-Oct-2019

Recognizing the Change Makers at SS&C Advent

By: Steve Leivent

Passionate, influential and innovative – those are just three words used to describe SS&C Advent leaders Cathy Messina and John Marinatos who were recently recognized by the Jacksonville Business Journal for their impactful leadership.

read more
A memorable SS&C Deliver 2019 in Orlando banner image
04-Oct-2019

A memorable SS&C Deliver 2019 in Orlando

By: Shana Bruner

1,300+ people from across the industry to preview new products and weigh-in on product roadmaps, advance their proficiency in hands-on learning labs, glean insights into industry trends, and connect with their peers.

read more
Red Carpet Treatment: SS&C Advent Takes Home Two Reader-Driven Awards for Geneva banner image
03-Oct-2019

Red Carpet Treatment: SS&C Advent Takes Home Two Reader-Driven Awards for Geneva

By: Marc Flamini

SS&C Advent took home two best-in-class honors from Private Equity Wire and Hedgeweek in September for its Geneva Portfolio Management Platform.

read more
Black Diamond Partners with the RightCapital Financial Planning Solution banner image
01-Oct-2019

Black Diamond Partners with the RightCapital Financial Planning Solution

By: Justin Wayne

One of the key objectives of the Black Diamond® Wealth Platform is to provide investment advisors with a centralized business hub so they can easily access all the solutions they need to build and manage their clients’ portfolios.

read more
Delivering the Future for Advisors banner image
26-Sep-2019

Delivering the Future for Advisors

By: Timothy Welsh

SS&C Deliver 2019, recently held in Orlando, Florida provided attendees with a comprehensive view into what is driving impact and change in the wealth management industry.

read more
Empowering Advisors with the Power of CRM Integration banner image
11-Sep-2019

Empowering Advisors with the Power of CRM Integration

By: Timothy Welsh

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning.

read more
Building a Community Foundation Technology Blueprint banner image
03-Sep-2019

Building a Community Foundation Technology Blueprint

By: Timothy Welsh

The Pittsburgh Foundation works to improve the quality of life in the Pittsburgh region by evaluating and addressing community issues, promoting responsible philanthropy and connecting donors to the critical needs of the community.

read more
Performance Reports That Make a Statement banner image
28-Aug-2019

Performance Reports That Make a Statement

By: Joseph Larizza

Mirador is a leading provider of bespoke portfolio performance reporting solutions for high net-worth families and family offices, wealth management firms, and endowments and foundations.

read more
From Cybersecurity to Proxy Voting to KYC: CCO Panel Covers Full Range of Compliance Topics at SS&C Deliver banner image
27-Aug-2019

From Cybersecurity to Proxy Voting to KYC: CCO Panel Covers Full Range of Compliance Topics at SS&C Deliver

By: Shana Bruner

The CCO’s plate is pretty full these days, between ever-expanding disclosure and reporting requirements, tighter investor protection laws, and the challenges of compliance in multiple global jurisdictions.

read more
Digital Assets Webinar Explores the State of Crypto Adoption banner image
23-Aug-2019

Digital Assets Webinar Explores the State of Crypto Adoption

By: Nick Nolan

Ten years after the launch of Bitcoin, there are still many questions and few simple answers about digital assets and the underlying technology that makes them possible: Blockchain.

read more
Neuroscience Meets Investing: A Conversation with SS&C Deliver Speaker Eric Bennett banner image
21-Aug-2019

Neuroscience Meets Investing: A Conversation with SS&C Deliver Speaker Eric Bennett

By: Karen Sears

At SS&C Deliver, we’ll hear from someone whose career bridges both fields––study of the brain and study of the markets.

read more
Mitigate Reputational Risk by Getting Off Spreadsheets banner image
20-Aug-2019

Mitigate Reputational Risk by Getting Off Spreadsheets

By: Mike Gill

Few things are worse than getting your name in the papers for the wrong reasons, and a financial or regulatory error due to a spreadsheet miscalculation can quickly damage reputations.

read more
How to Create a Tax-Smart Retirement Paycheck banner image
19-Aug-2019

How to Create a Tax-Smart Retirement Paycheck

By: Steve Zuschin

LifeYield and the Black Diamond Wealth Platform have partnered to help advisors show clients how to improve after-tax results while accumulating assets when drawing income.

read more
Whitepaper: Turning Heirs into Clients banner image
15-Aug-2019

Whitepaper: Turning Heirs into Clients

By: Brian Justice

The Gen X and Millennial children of baby-boomer clients stand to inherit an estimated $68 trillion in assets over the next 25 years.

read more
Can RPA Tools Transform Investment Management, Creating Winners, Losers and New Players? banner image
14-Aug-2019

Can RPA Tools Transform Investment Management, Creating Winners, Losers and New Players?

By: Steve Young

Robotic Process Automation (RPA) is a fast emerging and powerful form of business process automation technology.

read more
Get Off of Spreadsheets: Avoid Financial Risk banner image
13-Aug-2019

Get Off of Spreadsheets: Avoid Financial Risk

By: Mike Gill

A quick Google search of “high profile spreadsheet errors” will turn up enough examples to scare any C-suite executive still relying on them, and in recent years some of these figures have been large (in the billions, not thousands).

read more
A Foundation for the Future banner image
07-Aug-2019

A Foundation for the Future

By: Bjorn Widerstedt

As we approach the sunset of our legacy BlueSky platform, we can reflect on a chapter that led to significant growth – but more importantly – a chapter that provided deep insights on what advisors need to take their businesses to the next level.

read more
Get Off of Spreadsheets: The Case for Regulatory Oversight banner image
06-Aug-2019

Get Off of Spreadsheets: The Case for Regulatory Oversight

By: Mike Gill

Complex spreadsheets are the bane of many businesses around the world. In fact, some firms have banned the use for certain functions.

read more
Waters Rankings 2019: Best Accounting System Provider: SS&C Advent banner image
01-Aug-2019

Waters Rankings 2019: Best Accounting System Provider: SS&C Advent

By: Katherine Pearce

We’re honored that SS&C Advent has received the award for “Best Accounting System Provider” at Waters Rankings 2019 as voted by the Waters readers.

read more
“Beyond the Hype” about AI: Q&A with SS&C Deliver Speaker Sue Glover banner image
30-Jul-2019

“Beyond the Hype” about AI: Q&A with SS&C Deliver Speaker Sue Glover

By: Karen Sears

Artificial intelligence. Predictive analytics. Big data. Investment industry experts are telling firms they need to get on board with these technologies or risk being left behind.

read more
KuE Capital Discovers Deeper Dimensions of Tamale RMS banner image
30-Jul-2019

KuE Capital Discovers Deeper Dimensions of Tamale RMS

By: Leigh Tartaglia

Have you ever purchased software to be used for a specific purposes, but once you are able to “play around” with the system, the real value and capabilities become clear?

read more
SS&C Advent Clients Top “Best Places to Work” List banner image
25-Jul-2019

SS&C Advent Clients Top “Best Places to Work” List

By: Karen Sears

If you subscribe to InvestmentNews, you probably know that the online magazine recently published its 2019 list of Best Places to Work for Financial Advisors. What you may not know is that nearly 30% of the top 75 firms are users of SS&C Advent technology.

read more
Divergent Views on Digital Assets and Cryptocurrencies: A Webinar for Institutional Investors banner image
24-Jul-2019

Divergent Views on Digital Assets and Cryptocurrencies: A Webinar for Institutional Investors

By: Shana Bruner

You’d be forgiven if you are feeling a bit whipsawed by the vastly divergent opinions on digital assets and cryptocurrencies.

read more
Geneva for Emerging Managers: Building Out an Infrastructure for Long Term Growth banner image
23-Jul-2019

Geneva for Emerging Managers: Building Out an Infrastructure for Long Term Growth

By: Nicholas Nolan

Comparing Q1-2019 with Q4-2018, there was a 23% increase in the number of hedge fund launches.

read more
High-Growth RIA Firms are Power Users of Technology banner image
17-Jul-2019

High-Growth RIA Firms are Power Users of Technology

By: Steve Leivent

Surprise: the fastest growing RIA firms are less focused on profit margins and client referrals, and more focused on technology training and integration.

read more
As Alternative Funds Expand: Flexible Solutions Thrive banner image
16-Jul-2019

As Alternative Funds Expand: Flexible Solutions Thrive

By: Marc Flamini

The consensus is clear: investment in alternatives instruments are growing.

read more
Delivering the Future: Lots to Look Forward to in Orlando banner image
15-Jul-2019

Delivering the Future: Lots to Look Forward to in Orlando

By: Karen Sears

This year at SS&C Deliver, we have a terrific lineup of both thought leadership and product focused sessions designed to meet the needs of financial advisors.

read more
Turning an Opportunity into a Differentiating Strength with CRM Integration banner image
11-Jul-2019

Turning an Opportunity into a Differentiating Strength with CRM Integration

By: Justin Wayne

In today’s digital world, there is so much opportunity to engage and impress clients without having to incorporate another manual process.

read more
SS&C Deliver 2019: Thinking Beyond the Standard Narrative banner image
08-Jul-2019

SS&C Deliver 2019: Thinking Beyond the Standard Narrative

By: Shana Bruner

This September, at SS&C Deliver we’re challenging attendees from hedge funds, wealth managers, and institutional asset managers to think beyond the standard narrative as we deliver the future with thought-provoking sessions.

read more
Unlocking Closed-End Fund Opportunities banner image
08-Jul-2019

Unlocking Closed-End Fund Opportunities

By: Roger Woolman

If you needed reminding of the pitfalls of housing illiquid assets in an open-ended fund, then the recent woes of star manager Neil Woodford offer a stark warning.

read more
Advent Outsourcing Services takes Top FTF News award for second year in a row banner image
02-Jul-2019

Advent Outsourcing Services takes Top FTF News award for second year in a row

By: Al Castillo

Once again, Advent Outsourcing Services (AOS) outperformed a highly competitive field to earn “Best Outsourcing Provider” honors in the 2019 FTF News Technology Innovation Awards.

read more
Scalability is Not All About Size banner image
28-Jun-2019

Scalability is Not All About Size

By: Steve Young

The financial services industry has seen significant change over the last decade. Technology is at the forefront of a new user experience and radically changing the relationship between consumers and providers, allowing firms to scale their business. But what does scale really means?

read more
Diversifying Your Portfolio? Processing Credit is Now Easier than Ever banner image
27-Jun-2019

Diversifying Your Portfolio? Processing Credit is Now Easier than Ever

By: Nicholas Nolan

Investing in credit, bank debt, and structured financing products can provide a steady return on investment for hedge funds, but for many investors, accounting for these complex instruments proves to be the real challenge.

read more
Wealth Managers: Do You Fit in Your Clients’ Digital Life? banner image
26-Jun-2019

Wealth Managers: Do You Fit in Your Clients’ Digital Life?

By: Bjorn Widerstedt

Digital experiences have transformed nearly every aspect of our personal and professional lives.

read more
Stop Letting Incremental Profitability Leak Away with Syncova banner image
25-Jun-2019

Stop Letting Incremental Profitability Leak Away with Syncova

By: Ben Simmers

Many hedge funds and other asset managers are electing treasury platforms for the financial and organizational benefits of having one central point of control.

read more
Managing the Changing Staffing Needs Post-Outsourcing banner image
24-Jun-2019

Managing the Changing Staffing Needs Post-Outsourcing

By: Prashant Singh

Switching from insourcing to outsourcing your investment operations functions brings a whole different set of staffing requirements. What does that mean for your team?

read more
Delivering the Future: Thought Leadership for Financial Advisors banner image
20-Jun-2019

Delivering the Future: Thought Leadership for Financial Advisors

By: Karen Sears

Don’t miss this opportunity to experience the many ways technology, thought leaders and advanced solutions will be Delivering the Future at the Orlando Gaylord Palms, September 17 - 19, 2019.

read more
Pershing INSITE 2019: Accelerating Digital Transformation banner image
18-Jun-2019

Pershing INSITE 2019: Accelerating Digital Transformation

By: Timothy Welsh

As one of the big four custodians, Pershing Advisor Solutions always attracts a big crowd to their annual Pershing INSITE conference and this year gathered over 2,000 attendees to Phoenix, AZ for three days of industry content, technology demonstrations, and networking.

read more
Face to Face: Engaging Discussions on a Wide Range of Topics banner image
18-Jun-2019

Face to Face: Engaging Discussions on a Wide Range of Topics

By: Chris Cataldo

Nearly 300 clients gathered to discuss various topics with their peers, ranging from industry trends to best practices across the SS&C Advent product suite in a series of successful events through the first half of the year in New York, Boston, Chicago, Vancouver and Seattle.

read more
New Custodial Integrations with Black Diamond Make Advisors’ Lives Easier banner image
11-Jun-2019

New Custodial Integrations with Black Diamond Make Advisors’ Lives Easier

By: Steve Leivent

As the saying goes in the RIA wealth management business, all roads lead through the custodians. After all, that is where client accounts are housed, transactions take place, and reports are generated.

read more
Disruption in Asset Management: Adopting a Fintech Mentality is Key to Firms' Survival banner image
07-Jun-2019

Disruption in Asset Management: Adopting a Fintech Mentality is Key to Firms' Survival

By: Roger Woolman

Investment managers could be “the next group to feel disruption,” according to hedge fund investor Doug Kass.

read more
Leverage Technology to Drive Business Valuation banner image
06-Jun-2019

Leverage Technology to Drive Business Valuation

By: Steve Leivent

Change is a constant in the wealth management industry, yet the pace seems to be accelerating these days, with a number of macro trends picking up steam and converging at once.

read more
Technology vs People – When the Company Culture Fails Your Business banner image
05-Jun-2019

Technology vs People – When the Company Culture Fails Your Business

By: Stig Olsen

“Culture eats talent for breakfast”. It has showed up in my LinkedIn feed several times lately. It’s written by people that are proud of their strong company culture.

read more
Investment in Our Solutions: The 19.1 Releases Open the Door banner image
03-Jun-2019

Investment in Our Solutions: The 19.1 Releases Open the Door

By: Shana Bruner and Daniel Eriksson

With spring, comes the first of two releases planned for 2019 across many of SS&C Advent’s solutions.

read more
Scaling Investment Management Through Model Portfolios banner image
30-May-2019

Scaling Investment Management Through Model Portfolios

By: Justin Wayne

The popularity of model portfolios among advisors is growing - and for good reason. When you combine rising global regulations, the expansion in availability, and the need for efficiency due to increasing client expectations – utilizing this type of outsourced investment management makes for an attractive strategy.

read more
Growing Strong: The Story of a Thirty Year Strategic Partnership banner image
28-May-2019

Growing Strong: The Story of a Thirty Year Strategic Partnership

By: Al Castillo

Bahl & Gaynor Investment Counsel, a Cincinnati-based RIA, was founded in 1990 and has been a client of SS&C Advent from day one—“Back before people even used email,” notes Glenn Warden, the firm’s chief information officer.

read more
What Next for Ireland's Funds Industry? banner image
27-May-2019

What Next for Ireland's Funds Industry?

By: Roger Woolman

At SS&C Advent, we believe partnership and collaboration are crucial to success. Which is why we were delighted to see so many clients, partners, consultants and friends at our latest fund administration strategy workshop on May 15 at the Westbury Hotel in Dublin.

read more
Advancing the Advisor-Client Experience through a Unified Tech Stack banner image
23-May-2019

Advancing the Advisor-Client Experience through a Unified Tech Stack

By: Timothy D. Welsh

Detalus Advisors is a fast-growing wealth management firm based in St. Louis, MO. The firm is not only grounded in offering advice, but builds strong relationships on a foundation of trust and mutual respect.

read more
Incorporating Data Governance into Everyday Processes banner image
15-May-2019

Incorporating Data Governance into Everyday Processes

By: Nicholas Nolan

Data integrity is paramount. If there is a glitch in operations that slows down a process or an error in a statement that goes to a client, chances are that faulty data is the culprit.

read more
Off to a Good Start: How Implementation Sets the Tone for a True Technology Partnership banner image
09-May-2019

Off to a Good Start: How Implementation Sets the Tone for a True Technology Partnership

By: Karen Sears

As Black Diamond clients are well aware, the total Black Diamond offering is more than a cloud-based technology solution. There’s a huge service component as well.

read more
Making the Switch from PortfolioCenter to Black Diamond banner image
02-May-2019

Making the Switch from PortfolioCenter to Black Diamond

By: Timothy Welsh

Berman McAleer is an award-winning independent financial advisory and wealth management firm based in Baltimore, Maryland, with an office in Manhattan. Berman McAleer focuses on working with high-net-worth individuals and their families.

read more
Spend Time Looking at Results, Not Reconciling Data banner image
29-Apr-2019

Spend Time Looking at Results, Not Reconciling Data

By: Marc Flamini and Marianne Elie

Firms across the alternative investment perspective are eager for insights and best practices in how to efficiently divest certain areas of their operations.

read more
The Power of a Technology Partner banner image
25-Apr-2019

The Power of a Technology Partner

By: Brian Justice

There is a clear difference between a “technology provider” and a “technology partner.”

read more
Under Pressure: A Bohemian Rhapsody in the Financial Industry banner image
24-Apr-2019

Under Pressure: A Bohemian Rhapsody in the Financial Industry

By: Stig Olsen

I watched the award-winning movie “Bohemian Rhapsody” the other day. I must admit that I had forgotten how many hits Queen actually produced. How they dared to be different and take bold moves.

read more
Technology: The M&A Influencer banner image
11-Apr-2019

Technology: The M&A Influencer

By: Steve Leivent

It wasn’t that long ago that notebooks stuffed with dry numbers and tab dividers were the norm for quarterly client reporting. Now, investors know they don’t have to wait a full quarter to find out how their portfolios are doing.

read more
Is Your Outsourcing Strategy Stifling Your Success? banner image
09-Apr-2019

Is Your Outsourcing Strategy Stifling Your Success?

By: Prashant Singh

How an asset or wealth manager handles the transition from in-sourcing to outsourcing can make or break their business.

read more
Reporting Drives Meaningful Conversations banner image
04-Apr-2019

Reporting Drives Meaningful Conversations

By: Steve Leivent

It wasn’t that long ago that notebooks stuffed with dry numbers and tab dividers were the norm for quarterly client reporting. Now, investors know they don’t have to wait a full quarter to find out how their portfolios are doing.

read more
Black Diamond and Salentica: Technology That Helps Advisors Gain Client Confidence Wins Industry Recognition banner image
28-Mar-2019

Black Diamond and Salentica: Technology That Helps Advisors Gain Client Confidence Wins Industry Recognition

By: Karen Sears

Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients. They succeed by delivering a highly personalized client experience that engenders confidence and loyalty that can last a lifetime – or, if they’re really successful, across generations.

read more
The 6th Annual Black Diamond Wealth Platform Executive Forum banner image
21-Mar-2019

The 6th Annual Black Diamond Wealth Platform Executive Forum

By: Timothy D. Welsh

Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users.

read more
Client Spotlight: Portfolio Solutions Contributes to Innovation banner image
14-Mar-2019

Client Spotlight: Portfolio Solutions Contributes to Innovation

By: Steve Leivent

Client input is critical to the ongoing development of the Black Diamond® Wealth Platform, SS&C Advent’s portfolio management solution built specifically for investment advisors.

read more
2019 SEC Exam Priorities: Time to Get Your Cyber House in Order banner image
05-Mar-2019

2019 SEC Exam Priorities: Time to Get Your Cyber House in Order

By: Shana Bruner

The SEC’s annual list of exam priorities undergoes adjustments from year to year, but one topic has turned evergreen and risen to the top of the list for buy-side firms: cybersecurity.

read more
Black Diamond Wealth Platform Helps PortfolioCenter Clients Make the Switch banner image
01-Mar-2019

Black Diamond Wealth Platform Helps PortfolioCenter Clients Make the Switch

By: Steve Leivent

SS&C Advent has successfully implemented more than 400 firms previously using PortfolioCenter. Part of our success comes from our seamless process for transitioning users.

read more
Up and Running Quickly with Black Diamond banner image
28-Feb-2019

Up and Running Quickly with Black Diamond

By: Timothy D. Welsh

James Liotta spent seven years working for big brokerage houses and then five years in his family’s ingredients business before deciding to strike out on his own. His first solo effort was a hedge fund, but a broader opportunity beckoned.

read more
Geneva Strikes Again! banner image
26-Feb-2019

Geneva Strikes Again!

By: William Broadway

We’re elated to win HedgeWeek’s Best Managed Account Platform Technology Provider for the second consecutive year!

read more
Achieving Data Governance and Operational Transparency with Advent Lumis banner image
22-Feb-2019

Achieving Data Governance and Operational Transparency with Advent Lumis

By: Eddie Russo

Imagine that a crucial trade pricing error wasn’t identified, or a corporate action event was accidentally duplicated leading to a mis-valuation, or that there has been significant turnover in the operations team due to increasingly high-risk workloads and job dissatisfaction. Data errors and human capital issues, such as these, can expose a firm to financial penalties, affect its reputation in the market and severely influence its ability to service clients.

read more
The Power of Partnership: Enabling Advisors to Deliver a Complete Wealth Picture banner image
21-Feb-2019

The Power of Partnership: Enabling Advisors to Deliver a Complete Wealth Picture

By: Justin Wayne

Private investors expect their advisors to look at their financial lives from a holistic perspective. They want financial planning and investment advice that is grounded in an understanding of their life goals, their family situations, their appetite for risk, and their comfort with different types of investments.

read more
Neither Wind, Nor Rain, Nor the Flood of the Century banner image
19-Feb-2019

Neither Wind, Nor Rain, Nor the Flood of the Century

By: Al Castillo

As a long standing SS&C Advent client, Avalon Advisors put its trust in Advent Outsourcing Services (AOS) and it immediately paid dividends.

read more
The 2019 TD Ameritrade Institutional Conference banner image
14-Feb-2019

The 2019 TD Ameritrade Institutional Conference

By: Timothy D. Welsh

After stewing on it for several years, Tim Hockey, CEO of TD Ameritrade, boldly announced that the firm would not compete directly with RIAs for high net worth clients at the recently held TDA LINC conference in San Diego, CA.

read more
Tamale is on Fire! banner image
13-Feb-2019

Tamale is on Fire!

By: Marianne Elie

Tamale RMS® is the research management solution purpose-built by and for investment professionals. It provides a centralized repository for organizing all research data, both internal and external, in one place.

read more
Advisor Technology Innovation on Display at T3 banner image
07-Feb-2019

Advisor Technology Innovation on Display at T3

By: Timothy Welsh

Every year the advisor technology community gathers together to showcase the latest developments, enhancements and innovations designed to help advisors do a better job with clients at the Technology Tools for Today (T3) conference.

read more
Are Private Equity Firms Becoming the New Banks? banner image
05-Feb-2019

Are Private Equity Firms Becoming the New Banks?

By: Jonathan Eldridge

In a recent blog, we examined the rapid growth of private credit funds and noted that private equity investors are at the forefront of this trend towards alternative financing. Mark Vandevelde, in his Financial Times piece, takes it even further by suggesting that the biggest PE firms are “supplanting” traditional bank lending.

read more
All the Right Connections banner image
31-Jan-2019

All the Right Connections

By: Justin Wayne

The explosion of mobile device usage has reshaped our perceptions of the value of being connected. We now take for granted our ability to access just about any information we want, whether personal or public.

read more
How Technology Affects Wealth Management Business Value banner image
24-Jan-2019

How Technology Affects Wealth Management Business Value

By: Steve Leivent

While 2018 saw a slight downturn in wealth management merger and acquisition activity, the market was still quite robust. In its annual M&A summary, Fidelity reported 95 transactions across RIA and independent broker-dealer firms, with more than double the amount of AUM changing hands compared to 2017.

read more
Technology-Powered Service Demands CRM Update banner image
21-Jan-2019

Technology-Powered Service Demands CRM Update

By: Timothy Welsh

LourdMurray, a firm that operates as life-long advisors, bringing its clients comprehensive solutions ranging from investments and insurance to education, retirement, and wealth planning, prides itself on delivering refined expertise to accomplished clients that have complex financial and professional lives.

read more
Using Model Platforms to Fuel Scale and Growth in Your Advisory Business banner image
10-Jan-2019

Using Model Platforms to Fuel Scale and Growth in Your Advisory Business

By: Justin Wayne

The use of model marketplaces for portfolio management has exploded in recent years. Global investment management corporation, BlackRock, estimates that there is around $2.7 trillion invested across all types of investment models. That $2.7 includes home-office model platforms, built and maintained by a dedicated in-house team, third-party models from Asset Managers and Strategists, and Advisor-customized model portfolios.

read more
Controlled Collaboration: How Firms are Rethinking Their Front Office Operating Model banner image
08-Jan-2019

Controlled Collaboration: How Firms are Rethinking Their Front Office Operating Model

By: Boris Bykhovsky

Recently, a client told me something that I have been hearing quite a lot lately: “Nobody is hiring us because we are wicked awesome at entering trades.” The quote is rather funny (especially if you happen to be from Boston), but within that comment is something that we have witnessed more lately from numerous clients.

read more
The Year of the Client Experience banner image
03-Jan-2019

The Year of the Client Experience

By: Bjorn Widerstedt

If there was one technology theme that sums up 2018, it was most certainly the client experience. 2018 was the year the concept of “CX,” a new acronym for all aspects of how a client interacts with advisors, was broadly injected into the wealth management industry’s technology strategies. And for good reason – Pershing reports that firms who are focusing on CX are growing 5 times faster than those that aren’t.

read more
Black Diamond: Reflecting on a Year of Innovation banner image
20-Dec-2018

Black Diamond: Reflecting on a Year of Innovation

By: Bjorn Widerstedt

On the Black Diamond team, we don’t often have the luxury of looking at things in retrospect. We are so busy focusing on the future, working on the next new set of applications, that we rarely raise our heads to reflect on past accomplishments.

read more
Lincluden Accelerates and Simplifies Rebalancing with Advent Genesis banner image
18-Dec-2018

Lincluden Accelerates and Simplifies Rebalancing with Advent Genesis

By: Boris Bykhovsky

Lincluden Investment Management previously utilized a trade-order-management system with built-in modeling functionality that served the firm well for many years. However, as the number of accounts grew, the Canadian firm ran up against the system’s limitations, especially in the process of modeling to trade creation.

read more
Planning for Technology Stack Success banner image
13-Dec-2018

Planning for Technology Stack Success

By: Brian Justice

For today’s financial advisors, meeting the rising expectations of digitally savvy investors is a top priority. Clients want to interact with streamlined, user-friendly tools they can access 24/7.

read more
Making the Case for Alternative Data to Improve Portfolio Performance banner image
10-Dec-2018

Making the Case for Alternative Data to Improve Portfolio Performance

By: Marianne Elie

Ernst & Young’s 2017 Global Hedge Fund and Investor Survey showed that 78 percent of hedge funds currently use or expect to use alternative, or non-traditional data, in their investment process. That number is up from 52 percent the year before.

read more
The Evolution of an Independent Advisory Firm banner image
06-Dec-2018

The Evolution of an Independent Advisory Firm

By: Timothy D. Welsh

J.P. King Advisors, founded back in 1981 by Jim King, is one of the original, pioneering, fee-based independent firms. The illustrious history of the firm, now in its fourth decade of serving clients in the San Francisco Bay Area, is a fascinating example of how a focus on business and practice management can keep a firm alive, well and growing into the next generation of management.

read more
Best Product, Best People: SS&C Advent Takes Two AFTA Awards banner image
04-Dec-2018

Best Product, Best People: SS&C Advent Takes Two AFTA Awards

By: Daniel Eriksson

It’s not every night a firm earns industry accolades both for a product and for the people behind it. Yet, at the American Financial Technology Awards on December 3, the spotlight shone brightly on SS&C Advent.

read more
Black Diamond Teams Up with Box banner image
29-Nov-2018

Black Diamond Teams Up with Box

By: Justin Wayne

The primary goal of the Black Diamond® Wealth Platform is to help advisors grow their client relationships by delivering an outstanding client experience. The ability to allow 24/7, interactive information access has nearly become standard for an advisory business.

read more
The Quiet Explosion in Private Credit banner image
27-Nov-2018

The Quiet Explosion in Private Credit

By: Jonathan Eldridge

Private credit is now a mainstream source of financing, fueling growth for small, medium, and large enterprises worldwide across a wide range of sectors. Per Preqin, the number of private debt funds reached a historic high of 389 at the end of Q2 2018.

read more
SS&C Advent: Waters BST Award Winner for Best Outsourcing Provider 2 Years in a Row banner image
20-Nov-2018

SS&C Advent: Waters BST Award Winner for Best Outsourcing Provider 2 Years in a Row

By: Al Castillo

As we set out to create a best-in-class outsourcing offering, we discovered that clients had decidedly mixed feelings about the outsourcing concept in general. Firms understood the advantages of cost control and staff augmentation, but they were wary of giving up too much control and flexibility, as well as concerned about cybersecurity.

read more
Pulling the Plug on Unnecessary Taxes banner image
14-Nov-2018

Pulling the Plug on Unnecessary Taxes

By: Steve Zuschin

LifeYield and Black Diamond have partnered to help advisors help investors improve after-tax results. In this guest post, we invited LifeYield executive Steve Zuschin to share information regarding asset allocation vs. tax-smart asset location.

read more
SMAs for Hedge Funds: Customized Solutions or "Just a Huge Side Letter?" banner image
13-Nov-2018

SMAs for Hedge Funds: Customized Solutions or "Just a Huge Side Letter?"

By: Shana Bruner and Scott Stempel

How can hedge fund managers profitably answer the growing demand for liquidity, transparency, and increased control on the part of investors? That question sparked a lively panel discussion moderated by SS&C Advent’s Katherine Pearce, vice president of Product Management and Solutions Consulting, at GAIM Ops West.

read more
Technology: The Differentiator for Merger and Acquisition Success banner image
08-Nov-2018

Technology: The Differentiator for Merger and Acquisition Success

By: Steve Leivent

Mergers and acquisitions (M&A) as a growth strategy is becoming increasingly popular. In fact, a recent wealthmanagement.com survey reported that within the next two years, nearly one in four advisors anticipates being a part of either a merger or acquisition.

read more
Tamale Users Share Ideas and Preview Product Updates banner image
06-Nov-2018

Tamale Users Share Ideas and Preview Product Updates

By: Mary McNiff

Research today is disseminated by so many sources that it can be challenging to zero in on what’s most important, which is why many firms turn to research management technology to help. SS&C Advent’s Tamale RMS® addresses these challenges with purpose-built software to help investment firms organize their research and apply it most effectively in their decision-making processes.

read more
SS&C Marks Momentum for Black Diamond Ahead of Schwab IMPACT banner image
25-Oct-2018

SS&C Marks Momentum for Black Diamond Ahead of Schwab IMPACT

By: Mike Betz

In 2018, Black Diamond Wealth Platform added 71 new firms that use Schwab Advisor Services. Today, Black Diamond has 600 clients that custody with Schwab. In total, more than 1,300 firms with $900 billion in AUA rely on Black Diamond as the cornerstone of their technology stack.

read more
Post SS&C Deliver Highlights and Momentum banner image
22-Oct-2018

Post SS&C Deliver Highlights and Momentum

By: Shana Bruner

A full month past our annual client conference is a good time to reflect on the influence this event has had across our firm, clients, consultants, partners and other industry influencers and, equally important, how we plan to sustain the momentum going forward.

read more
The Future on Display at SS&C Deliver banner image
18-Oct-2018

The Future on Display at SS&C Deliver

By: Timothy D. Welsh

At our recent SS&C Deliver conference, future trends were front and center. The technologists and business analysts from Black Diamond who work with over 1,300 top industry firms have been reading the tea leaves to provide a vision for what the advisory practice of tomorrow needs to look like.

read more
SS&C Advent Named “Best Technology Provider” to the Mutual Fund Industry banner image
16-Oct-2018

SS&C Advent Named “Best Technology Provider” to the Mutual Fund Industry

By: Marianne Elie

We are honored to be recognized in the second annual Fund Intelligence Mutual Fund Services and Technology Awards where SS&C Advent took top honors in two categories: Best Portfolio Management System and Best Technology Provider Overall.

read more
On-Time On-Budget and Virtually Seamless banner image
09-Oct-2018

On-Time On-Budget and Virtually Seamless

By: Louise Lassen

New York-based asset manager, Dalton, Greiner, Hartman, Maher & Co., LLC (DGHM), is an established client of SS&C Advent, beginning with its 2004 implementation of Axys. Early on, DGHM saw an opportunity to replace five separate software programs they were currently using with the recently launched Advent Portfolio Exchange (APX).

read more
SEC Advertising Rule Overhaul is Overdue banner image
08-Oct-2018

SEC Advertising Rule Overhaul is Overdue

By: Matt Ahlstrand

Does your firm or any of its associates have a LinkedIn or Facebook page? Have you ever received a “like” or an endorsement from anyone in your network? If so, you could be running afoul of the SEC Advertising Rule, according to the Investment Adviser Association’s Assistant General Counsel, Sanjay Lamba.

read more
Hedgeweek Honors SS&C Advent for Best Managed Account Platform banner image
02-Oct-2018

Hedgeweek Honors SS&C Advent for Best Managed Account Platform

By: Marianne Elie

Hedgeweek readers did not hedge on this one. They selected SS&C Advent as the Best Managed Account Platform Technology Firm in the annual Hedgeweek USA 2018 Awards, presented at a ceremony in New York on September 20.

read more
Cyclical Lifestyles and the Future of Advice banner image
26-Sep-2018

Cyclical Lifestyles and the Future of Advice

By: Timothy D. Welsh

Held in early September at the fabulous Wynn resort in Las Vegas, SS&C Deliver this year was definitely future-forward, a theme captured in breakout sessions, keynote addresses and more. This was especially true in the advisor-focused sessions.

read more
Driving Portfolio Management Efficiencies in Singapore banner image
24-Sep-2018

Driving Portfolio Management Efficiencies in Singapore

By: Kaushiq Kodithodika

Are you looking to get a competitive boost from your business operations so you can benefit from: More responsive client servicing capabilities and happier customers, reduced risk, faster and easier regulatory compliance, lower costs, and greater scalability to grow your business?

read more
Experiencing SS&C Deliver 2018 banner image
20-Sep-2018

Experiencing SS&C Deliver 2018

By: Kaushiq Kodithodika

Back from our annual conference, SS&C Deliver 2018, we’re excited and energized after seeing our clients, engaging in sessions and panels and enjoying Las Vegas. During the action-packed three day event, we shared several announcements and captured videos of attendees and speakers talking about their experiences at this year’s big event.

read more
Black Diamond’s Next-Gen Rebalancer: Built from the ground up for today’s more complex portfolios banner image
20-Sep-2018

Black Diamond’s Next-Gen Rebalancer: Built from the ground up for today’s more complex portfolios

By: Stacy Orff-Whitfield

Your high-net-worth clients have agreed to an investment strategy and asset allocation based on their goals and risk tolerance. Now, it’s your responsibility to make sure their portfolios stay on strategy, regardless of market movements that may alter the values of their holdings.

read more
Alternative Data Breathing New Life into Portfolio Performance banner image
18-Sep-2018

Alternative Data Breathing New Life into Portfolio Performance

By: Marianne Elie

By now, you’ve certainly heard some of the buzz about alternative data, one of the past year’s hottest topics in the asset management world. Many firms are interested in it as a means to generate alpha, while others have had mixed experiences and still others are taking a wait-and-see attitude to determine if it adds measurably to investment research and portfolio performance.

read more
SS&C Deliver 2018: Lots to Look Forward to in Las Vegas banner image
05-Sep-2018

SS&C Deliver 2018: Lots to Look Forward to in Las Vegas

By: Stacy Orff-Whitfield

We are less than a week away from SS&C Deliver, the premier event for leading minds in financial services and technology. During the September 12 – 14, 2018 event at Wynn Las Vegas, we’re covering key trends in wealth and asset management and are featuring can’t-miss keynote sessions, hands-on workshops and lively panel discussions.

read more
How Asset Managers Benefit from a Multi-Consumer Data Model banner image
04-Sep-2018

How Asset Managers Benefit from a Multi-Consumer Data Model

By: Katherine Pearce

The collection, management and deployment of ever-greater volumes of data and information has become an asset management focal point.

read more
Artificial Intelligence Meets Asset and Wealth Management banner image
31-Aug-2018

Artificial Intelligence Meets Asset and Wealth Management

By: David Easthope

I am looking forward to being a moderator at SS&C Deliver in Las Vegas on September 13. The panel is titled Artificial Intelligence Meets Asset and Wealth Management. There are currently over 200 people registered, which does not surprise me because AI/ML is currently in a strong hype phase, although much of this hype is deserved.

read more
Leverage Service and Support to Drive Performance banner image
29-Aug-2018

Leverage Service and Support to Drive Performance

By: Stacy Orff-Whitfield

Advisory firms increasingly rely on technology to enable a new, digitally-driven client experience. But how do advisory firms ensure that they are fully getting the most out of new technology, while still driving internal workflow efficiency and bottom-line profits?

read more
SS&C Deliver 2018: Anthony Tu-Sekine Talks Cryptocurrency and Blockchain banner image
27-Aug-2018

SS&C Deliver 2018: Anthony Tu-Sekine Talks Cryptocurrency and Blockchain

By: Nick Nolan

Nick Nolan recently sat down with Anthony Tu-Sekine, Partner at Seward & Kissel to discuss blockchain and the upcoming session on crypto assets at SS&C Deliver. Read on for a few highlights of what’s to come.

read more
SS&C Deliver 2018: Q&A with Danielle Fava, AI Meets Asset and Wealth Management banner image
20-Aug-2018

SS&C Deliver 2018: Q&A with Danielle Fava, AI Meets Asset and Wealth Management

By: Stacy Orff-Whitfield

AI seems to be everywhere today, but is it in your firm’s future? TD Ameritrade’s Dani Fava will join a panel of experts at SS&C Deliver for Artificial Intelligence Meets Asset and Wealth Management on Thursday, September 13 at 4:00 pm. We caught up with Dani to get a snapshot of the major trends she sees affecting the industry.

read more
A Conversation with Jeffrey Kleintop, Schwab’s Chief Strategist and SS&C Deliver Keynote Speaker banner image
15-Aug-2018

A Conversation with Jeffrey Kleintop, Schwab’s Chief Strategist and SS&C Deliver Keynote Speaker

By: Stacy Orff-Whitfield

Anticipating future economic and market movements is always a challenge. We're fortunate to have one of the most sought-after economists in the business, Jeffrey Kleintop, Chief Global Investment Strategist, Charles Schwab, speaking this year at our annual industry conference, SS&C Deliver.

read more