Blog Archives

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

Tagged with: , , ,
Posted in Product News, 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.

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

Portfolio Solutions – Service excellence backed by technology

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

World-class technology holds the key to Saudi Arabia’s successful transformation

As we discussed in our previous blog posts (“The transformation of Saudi Arabia” and “IPOs, PIF and PPPs: It All Spells Opportunities for Financial Institutions”), the Saudi government is responding to its over-reliance on hydrocarbons and what has been a

Tagged with: , , , , , , , , , , , , , , , , ,
Posted in EMEA, Global, Technology, 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

Tagged with: , , , , , , , ,
Posted in Advent Software, Technology, Trading, Wealth Management and Financial Planning

Subscribe

Recent Tweets

Authors

Archives

Contact

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.