Not all reconciliation is created equal

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Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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

Portfolio Solutions – Service excellence backed by technology

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Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in 1999, Portfolio Solutions® has a team of 17 serving over 600 clients and representing almost $1.5 billion* in assets under management across 1,300 portfolios.

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

Building the Black Diamond community one hack at a time

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“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” said Dave Welling Co-General Manager and head of Advisory, SS&C Advent.

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

To financial advisors: Get started with social media

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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 future of financial advisor technology

Charts of Financial Instruments

One of the most critical issues to the competitive success of financial advisors is improving technology systems to serve more clients and manage digital information. Most advisors believe technology will have a profound effect on the way firms do business over the next 10 years. In order to attain maximum efficiency, an advisor’s tech stack must be interconnected. Even with state-of-the-art applications, productivity gains through disparate systems are limited.

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

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If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.