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Uncover Front Office Transformations: A Webinar Recap banner image

Uncover Front Office Transformations: A Webinar Recap

By: Boris Bykhovsky

Over the last three decades, asset and wealth management firms have made enormous investments in technology, focused primarily on increasing efficiency, automation, and scale in back office operations. In recent years, technology has made significant inroads into seamlessly enabling the middle office to connect the front to back, allowing the middle to create a more efficient front office experience built on a foundation of accurate and timely data.

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Cloud-Based From the Beginning banner image

Cloud-Based From the Beginning

By: Timothy Welsh

In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® after both working for independent RIAs. Through a financial planning lens, they provide comprehensive services that help clients meet their individual goals. Their modern, tech-forward approach also helps them differentiate themselves among prospective clients and advisors.

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Client Story: Advent Outsourcing Services Has Been a Game-Changer banner image

Client Story: Advent Outsourcing Services Has Been a Game-Changer

By: Al Castillo

Like every other wealth management firm in the country, Zevenbergen Capital Investments got the word in mid-March that its employees had to work from home. By sheer coincidence, about a month before the surprise order, the Seattle-based firm had completed a migration from SS&C Advent’s Axys® portfolio accounting solution to Advent Portfolio Exchange® (APX), delivered in the cloud via Advent Outsourcing Services.

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