Blog Archives

MiFID II transaction reporting is upon us – will you be ready?

How will your firm comply with its MiFID II transaction reporting obligations? With the rules set to come into force on January 3, 2018, time is running out for firms to ensure they have a robust and properly tested solution

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Posted in Advent Software, Compliance, Regulation, Compliance, and Security

Recap of newest product releases – 17.2

It’s that time of year again – and we’re not talking about holiday cheer, yet! Sticking to our twice-a-year schedule, the second round of 2017 SS&C Advent product enhancements – aka 17.2 – have just been released. These latest releases

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Posted in Product News, Traditional and Alternative Asset Management

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


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