Best Fund Accounting and Reporting Software
Best Portfolio Management Software Provider
Best Portfolio Management - Black Diamond Wealth Platform
Consultant of the Year - Selvi Pasumalaithevan
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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Technology and services linking everyone in your organization, from senior executives to portfolio managers and operations teams, elevates each person’s performance with sharper insights.
Date: 02-Dec-2020
Location: Virtual
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Join our webinar to learn how our solution suite streamlines your compliance checks, automates your custom operational workflows, supports your investment book of record (IBOR), and more.
Date: 03-Dec-2020
Time: 12:00pm - 12:30pm ET
Location: Virtual
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An international forum on emerging opportunities and new directions in the changing alternatives landscape.
Date: 10-Dec-2020
Time: 12:00pm - 12:30pm EST
Location: Virtual
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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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WINDSOR, CT, September 29, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide range of fee-only insurance solutions.
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