Blog Archives

SS&C Deliver Post Conference Highlights for Advisors

At the recent SS&C Deliver annual conference in mid-September in Chicago, over 1,000 attendees, including approximately 150 advisors, convened for 2 ½ days. For advisory clients of SS&C Advent who were not able to attend, we share highlights from the

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Posted in Product News, SS&C Deliver

Recap: The 2017 Pershing INSITE Conference

Continuing the industry’s focus on technology to help advisors run a better business, Pershing’s INSITE conference last week in sunny San Diego took that theme to the next level with the launch of its new “Integrated Wealth Experience” initiative.

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Posted in Technology

The final mile of advisor technology

As advisor technology continues to grow and evolve with the latest technologies and innovation, advisors face a constant game of catch up. What was cutting-edge only a few years ago is now often a dated application that doesn’t integrate with

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

Highlights from the Pershing Elite Advisor Summit

As the stakes for winning the custodian game helping RIAs run a better business continues to escalate, Pershing upped the ante with its recently held Elite Advisor Summit. Held over 2 ½ days last week in balmy Miami, Florida at

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Posted in Advisors, Technology, 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


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