Blog Archives

5 benefits of an integrated advisor desktop

According to a Financial Planning survey, the highest-income advisors tend to serve fewer – not more – clients. By having fewer clients, advisors can spend more time with each client to focus on deepening the relationship which creates loyalty and

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Posted in Technology

Capturing opportunity with new technology

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.

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Posted in Technology

SS&C Advent Services project management: We build long-term relationships with clients

I’ve been an SS&C Advent Project Manager for over 16 years, implementing complex client projects. Before joining Advent, I was a business/systems analyst for a large bank trust. So I’ve seen my fair share of software implementation methods. What makes

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Posted in Wealth Management and Financial Planning

Advisor Tech is Hot at T3

To get a handle on the state of affairs in the advisor technology industry, the annual Technology Tools for Today (T3) conference held last week at the Hyatt in Garden Grove, California, was the place to be.

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Posted in Advisors, Technology, Wealth Management and Financial Planning

SS&C Deliver Panel: Enhancing the Advisor-Client Dialogue with Black Diamond

The advisory business is a relationship business. Winning, keeping and growing client relationships are critical success factors. But more than simply keeping clients, keeping them engaged is what truly strengthens client relationships. And in an age of information overload, with

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


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