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Portfolio Solutions – Service excellence backed by technology

Posted on May 31, 2017 by Timothy D. Welsh, President and founder of Nexus Strategy, LLC — No Comments ↓

Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in…

Tagged with: advisors, advisory, asset management, black diamond, Black Diamond Wealth Platform, client portal, investing, portfolio management, Portfolio Solutions, RIA, scalability, scale, technology, trading, trading operations
Posted in Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

The future of financial advisor technology

Posted on May 23, 2017 by Justin Wayne, Advisory Solutions Manager, SS&C Advent — No Comments ↓

One of the most critical issues to the competitive success of financial advisors is improving technology systems to serve more clients and manage digital information. Most advisors believe technology will have a profound effect on the way firms do business…

Tagged with: advisory, Advizr, black diamond, Black Diamond Wealth Platform, digital information, Financial advisors, fintech, scalability, SS&C Advent, technology
Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

Five ways tech can help your firm manage through a volatile market

Posted on May 22, 2017 by Stacy Orff-Whitfield - Senior Director Marketing — No Comments ↓

Is uncertainty back in the market? If the VIX is any indicator, the answer is yes. In one day last week, the VIX, a measure of implied volatility, spiked nearly 40%. Whether volatility is here to stay or planning to…

Tagged with: advisory, client communication, portfolio management, scalability, scale, technology, VIX, volatile market
Posted in Advisors, Technology, Trading, Wealth Management and Financial Planning

More radical restructurings key to banks’ future profitability

Posted on May 5, 2017 by Andre Vanem, Sales Director, Northern Europe — No Comments ↓

“The first cut is the deepest,” according to the Cat Stevens song. But not, it seems, when it comes to the world’s banks. After years of reviews, reorganizations and refocusing—during which banks have revamped business models and taken a scythe…

Tagged with: advisors, advisory, back-office operations, financial, global banking, middle office outsourcing, middle-office operations, regulations, scalability, SS&C Advent, technology, treasury, UK
Posted in Asset Managers, Traditional and Alternative Asset Management

Outsourcing Under the Microscope

Posted on March 14, 2017 by Daniel Eriksson, VP Solutions — No Comments ↓

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…