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Wealth Managers Split on Robo-Advice

Robo-advisors are “arguably the most disruptive trend the wealth management industry has ever seen,” according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1]. Should wealth managers feel threatened by these often low-cost providers, or embrace the technology and

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Posted in Wealth Management

Cloud Computing Still Wrestling with Cybersecurity Fears

Cloud computing has become a central component in wealth managers’ future development and success. Indeed, many of the innovations wealth managers are pursuing are only possible thanks to the low-cost data storage and high processing power the cloud affords. No

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Posted in Advent Software, Compliance, Regulation, Compliance, and Security, Wealth Management and Financial Planning

Best-of-Breed or Single Provider? How to Satisfy Your Technology Needs

How can wealth managers best meet their increasingly mission-critical technology needs? To stay relevant to an ever more digitally-demanding client base, firms have taken massive strides in recent years to catch up with the technology provision seen in retail financial

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Posted in Advent Software, Advisors, Asset Managers, Technology, Trends, Wealth Management

Outsourcing Under the Microscope

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

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Posted in Advent Software, Advisors, Asset Managers, Technology, Wealth Management

Data Management: The Key to Increased Profitability, Says New Survey

What would it do for your business if you could enhance sales levels, improve the customer experience throughout the client lifecycle, bolster operating efficiencies and thereby increase your profitability? That’s what you get with better data management, according to the

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Posted in Advent Software, Advisors, Asset Managers, Compliance, Technology, Wealth Management

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