Blog Archives

Automation with a human touch

Much has been written in recent years about digital investment advice platforms or “robo advisors.” By now, the robo wave seems to have crested and we are seeing a variety of business models leveraging automation, from the purely algorithm-powered platforms

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Posted in Product News, Traditional and Alternative Asset Management

Expanded Connectivity Options for Moxy Users

There may be some pockets of the trading world where phones or spreadsheets via email are still in use, particularly outside North America, but that is more and more the exception. Electronic trading is increasingly the rule. Unless a firm

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Posted in Advent Software, Technology, Trading, Wealth Management and Financial Planning

Client Spotlight: Williams Jones Solves Technology Puzzle with SS&C Advent

Like many independent advisory firms, Williams Jones has grown in part by bringing on experienced portfolio managers with established books of client business. Some of those advisors, however, brought along the software they were accustomed to using in their prior

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Posted in Advent News, Advent Software, Asset Managers, Technology, Wealth Management

A New Platform for a Changing Industry

Late last month, we announced a major new release of our platform for asset and wealth managers worldwide, a release that represents significant strides for our clients and for Advent. For our clients, the new platform provides a solution for

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Posted in Uncategorized

Reinventing Advent

How do baseball and Darwin help me understand how to reinvent Advent? When I read Michael Lewis’s Moneyball several years ago, I couldn’t put it down.  I’m not a particularly big baseball fan, but I was fascinated by the story

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Posted in Uncategorized

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