Blog Archives

Black Diamond momentum key to SS&C Advent’s next chapter

As I take on a broader role at SS&C Advent and look more deeply at the solutions our Advisory clients use and enjoy, I recognize the gem we have in the Black Diamond wealth platform. We will continue to direct

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Posted in Black Diamond Performance Reporting, Wealth Management and Financial Planning

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

Building the Black Diamond community one hack at a time

“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” said Dave Welling Co-General Manager and head of Advisory, SS&C Advent.

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Posted in Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

The future of financial advisor technology

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

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

The Case for Social Advisors

The one thing we know to be true about success in wealth management is that success is grounded in relationships. Despite the hype around robo advisors and the big technology disruptions that ebb and flow, people with more complex portfolios

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Posted in Advisors, Social Media, Technology, Wealth Management and Financial Planning

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If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.