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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

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

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Posted in Advent News

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

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;

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Posted in Advent News

Does your client portal stand up to the best?

Across the industry, a lot of focus is being applied to client portals. Advisors have a lot of choice, whether it’s to use a portal native to their custodian or portfolio accounting solution, such as Black Diamond® wealth platform. Most

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

Facebook Live Video: New Enterprise Reporting and Portal Solutions

Over the last couple weeks we’ve recapped topics and highlights from sessions held during our recent 2016 SS&C Deliver Conference.  In our final excerpt, Tom Steele of Bartlett and Co., an APX client who is currently implementing Varden, talks about

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Posted in Advisors, Asset Managers, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

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