Blog Archives

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

Data Management: The Key to Increased Profitability, Says New Survey

What would it do for your business if you could enhance sales levels, improve the customer experience throughout the client lifecycle, bolster operating efficiencies and thereby increase your profitability? That’s what you get with better data management, according to the

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Posted in Advent Software, Advisors, Asset Managers, Compliance, Technology, Wealth Management

Compliance Woes Weigh Even Heavier

Steel yourself. A barrage of new and tightened regulations are bearing down on the wealth management industry. And worryingly, the vast majority of respondents to the 2017 Wealth Management Technology & Operations Trends report[1] expect the pace of regulatory change

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Posted in Advent Software, Advisors, Asset Managers, Compliance, Technology, Uncategorized, Wealth Management

Transforming an Industry: A Shrimping Tale

Three years ago, I moved my family from the San Francisco Bay Area to Jacksonville to join Black Diamond. My friends in Silicon Valley were baffled by (OK, scoffed at) my decision to join a technology start-up on the other

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Posted in Black Diamond Performance Reporting

Reconciliation and Data Management: What You Can Expect in 2013

What key trends do Advent clients and industry experts expect to see dominating the reconciliation and data management arena in 2013? After the financial crisis of 2008, many firms adopted a “do more with less” approach. What they learned is

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Posted in Advisors, Asset Managers, Hedge Funds, Trends

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