Future-proof your business with solutions designed to address the entire investment management process.
Learn MoreGive your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions.
Learn MoreStay ahead of your evolving business with best of breed solutions purpose-built for your needs.
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Over the past decade, as advisors in all channels have been driven by client demand to expand financial advice from investment management to holistic wealth planning, fee-only fiduciary advisors have been handicapped in their inability to deliver services in one very important area: insurance.
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As technology advances and the pressure to operate more efficiently mounts, investment managers continue to search for solutions to maximize time spent managing thousands of portfolios across their book of business.
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One of the best aspects of my role at SS&C Advent is the opportunity to meet and network with industry leaders, tech executives, innovative advisors, smart consultants, and others that have their finger on the pulse of change.
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