Blog Archives

Financial planning as a point of differentiation

With the rise of passive investing and algorithm-based advice, investment management is slowly becoming commoditized. As a result, we are seeing more firms place a larger emphasis on wealth management to serve the complex planning needs of HNW clients. Many

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Posted in Uncategorized, Wealth Management and Financial Planning

The future of financial advisor technology

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

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

SS&C Deliver Solution Update: Taking Integrations to the Next Level

Just prior to SS&C Deliver in San Diego, SS&C announced that it had entered into integration agreements between the Black Diamond wealth platform and two other mission-critical applications for advisors: Advizr, an industry-leading digital financial planning platform, and Riskalyze, a

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Posted in Advent News, Advisors, Asset Managers, Black Diamond Performance Reporting, Risk, Wealth Management and Financial Planning

Recap: Seen and Heard at the 2016 FPA BE Conference

Held over 3 days last week at the Baltimore Convention Center the 2016 FPA “BE” conference gathered over 2,000 advisors, industry experts, consultants, and top technology providers for educational sessions, networking opportunities and the chance to see the latest in

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

SS&C Advent: Delivering Today, Investing for Tomorrow

What will the asset and wealth management industries look like in five, 10 or 20 years? How will firms stay competitive and current as the industry changes and technology advances? At Tuesday’s opening session of SS&C Deliver in San Diego,

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Posted in Advent News

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