Blog Archives

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.

Tagged with: , , ,
Posted in Advent News

The top 4 benefits of CRM software for financial advisors

Client relationships are the single most valuable asset of an advisory firm. They give the firm a sense of purpose and direction and without them, the business would cease to exist. In today’s ultra-competitive financial landscape, firms that develop and

Tagged with: , , ,
Posted in Technology


Recent Tweets




If you have questions or would like to submit a topic you would like for us to consider covering, email us at