Capturing opportunity with new technology

Couple talking to financial advisor in living room

It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan an eventual transfer of assets to their heirs. Advisors who involve heirs early on often do better longer-term in maintaining that relationship. Studies find that 66% of advisors are fired by the children of the client during the wealth transfer, and up to 70% of women leave their advisor after becoming widowed.

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Advisors: Lots to look forward to at SS&C Deliver 2017

Where will Advisory clients of SS&C Advent be in mid-September? In Chicago! SS&C Deliver 2017 will be September 12-14 at Chicago’s Hyatt Regency. Each year the conference proves to be bigger and better, offering hands-on learning, industry insights, and networking. Here is just a sampling of sessions that you won’t want to miss! If you’re not registered yet, act soon before prices go up on August 1.

Highlights for our Advisory Clients

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Terrific lineup for institutional managers coming at SS&C Deliver 2017

We’re gearing up for SS&C Deliver 2017 taking place September 12-14 at the Hyatt Regency in Chicago and hope to see our institutional asset management clients there. Past attendees know that each year the conference proves to be bigger and better, offering hands-on learning, industry insights, and networking. For SS&C Advent clients, the session and speaker line-up offers an insightful track for all. Here is just a sampling of sessions. If you’re not registered yet, act soon before prices go up on August 1.

Highlights for our Asset Manager Clients

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Hedge funds & the 5 major hurdles to effective risk management

Businessman Stop Domino Effect. Risk Management and Insurance Concept

Sound risk management. Is there anything more important for a hedge fund these days? Arguably not … especially if you want to achieve sustainable outperformance for the long term, and continue to attract and retain assets and investors.

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Posted in Advent Software, Hedge Funds, Risk

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

WatersRankings2017_BestAccountingSystemProvider

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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