Blog Archives

Outsourcing: No longer yes or no, but what and how

Should you outsource your operations and technology? It’s a question hedge funds have been asking themselves for years. Not anymore. For many hedge fund managers, it is no longer an issue of whether to outsource — but rather, what functions

Tagged with: , , ,
Posted in Advent Software, Asset Managers, Hedge Funds, Traditional and Alternative Asset Management

Consolidated Reporting Offers a Path to Happier Clients

It’s a common problem. Wealth management clients want a complete and up-to-date view of their overall financial situation so they can make smart, holistic decisions about their portfolios. Yet firms often lack the necessary data to give them a full

Tagged with: , , , , , , , , , , , ,
Posted in Advent Software, Technology, Traditional and Alternative Asset Management, Trends, Wealth Management, Wealth Management and Financial Planning

Outsourcing Under the Microscope

Wealth managers have been progressively outsourcing a variety of (predominantly middle- and back-office) processes and services for years. The increasing regulatory burden and rising cost pressures have been particular spurs. But in the latest WealthBriefing/SS&C Advent Technology & Operations Trends

Tagged with: , , , , , ,
Posted in Advent Software, Advisors, Asset Managers, Technology, Wealth Management

Survey Says… The 2012 Asset Management Survey

The Advent Users Group recently released the 2012 Survey of the Asset Management Industry. Now in its sixth year, this comprehensive survey provides insights into operations and compensation best practices. It’s a valuable resource for benchmarking your firm’s operations. Among

Tagged with: , , , , , , , , , ,
Posted in Asset Managers, Social Media, Trends

Unclouding the Issue: Focus on Solutions First, Deployment Second

As we talk with clients about how we plan to deliver Advent solutions in the future, the topic of cloud deployment generates a lot of discussion. Clients who are accustomed to onsite installation raise understandable security and control questions. To

Tagged with: , , , , , ,
Posted in Uncategorized


Recent Tweets




If you have questions or would like to submit a topic you would like for us to consider covering, email us at