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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

The Shift to UMAs from SMAs & the Impact on Managers

The back story As large program sponsors in the advisory space, such as Merrill Lynch, Morgan Stanley, Wells Fargo, and UBS, are making more and more progress toward platform consolidation and moving away from disparate legacy systems, trends have shown

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Posted in Asset Managers

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