Blog Archives

Data controls: 3 questions to ask your service provider

In the eco-system of outsourcing, flexible, transparent co-sourcing creates the optimal environment for your operations and people to thrive. Your firm should ask three questions when evaluating an operational service provider to ensure that the proper data controls are in

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Posted in Traditional and Alternative Asset Management

Does outsourcing mean giving up control of data?

Investment firms have varying degrees of comfort about outsourcing operational services. Some, out of an abundance of caution, may fear a potential loss of control over their data. Many institutional firms consider their reputation in the marketplace and their track

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Posted in Traditional and Alternative Asset Management

Terrific lineup for institutional managers coming at SS&C Deliver 2017

We’re gearing up for SS&C Deliver 2017 taking place September 12-14 at the Hyatt Regency in Chicago and hope to see our institutional asset management clients there. Past attendees know that each year the conference proves to be bigger and

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Posted in Advent News

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

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

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

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