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Focus on what you do best – and let us handle the rest

  The shortest and surest route to success lies in maintaining a laser focus on your key aims and skillsets, and not getting sidetracked by anything else. It’s an age-old precept I’ve heard in multiple guises from a variety of

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Posted in Traditional and Alternative Asset Management

Client Spotlight: Williams Jones Solves Technology Puzzle with SS&C Advent

Like many independent advisory firms, Williams Jones has grown in part by bringing on experienced portfolio managers with established books of client business. Some of those advisors, however, brought along the software they were accustomed to using in their prior

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Posted in Advent News, Advent Software, Asset Managers, Technology, Wealth Management

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