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Building the Black Diamond community one hack at a time

“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” said Dave Welling Co-General Manager and head of Advisory, SS&C Advent.

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

To financial advisors: Get started with social media

In our last blog post, we highlighted the important reasons why advisors need to get going and get visible on social media channels. Most importantly, to ensure that the lifeblood of future growth – referrals – are coming in.

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Posted in Advisors, Social Media, Technology, Uncategorized, Wealth Management and Financial Planning

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If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.