Our many awards and regular industry recognition is a testament to our commitment to always putting our clients first.
Best Fund Accounting and Reporting Software
Best Portfolio Management Software Provider
Best Portfolio Management - Black Diamond Wealth Platform
Consultant of the Year - Selvi Pasumalaithevan
While the COVID-19 pandemic brought uncertainty to the financial markets and upended business operations for asset and wealth managers, displacement from offices has actually helped accelerate the industry’s digital transformation.
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Connecting with clients has always been a core tenet of SS&C Advent’s business. And in the era of social distancing and travel restrictions, we’ve gone the extra mile to maintain those valuable connections.
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Founded by a well-recognized veteran advisor with a penchant for fintech investing, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award winning firm on its website home page.
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Selecting the right tech isn’t always straightforward. Join your peers and SS&C Advent thought leader Ryan Alexis, Sr. Director Client Services for an insightful discussion about selecting a technology provider that meets your firm’s demands – for today, and tomorrow.
Date: 03-Mar-2021
Time: 2:00pm - 3:00pm EST
Location: Virtual
Register
The global pandemic is spurring upticks in demand for cloud-based and outsourcing options, SS&C reports.
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WINDSOR, Conn., Nov. 17, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced releases across its full line of SS&C Advent solutions, including Advent Portfolio Exchange®, Advent Genesis®, Geneva®, Moxy® and related platforms.
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To directly support the company’s future growth, Brooks Macdonald selected SS&C as a partner of choice to implement integrated technology offerings and operational services.
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