Discover the tax loss harvesting workflow within Genesis portfolio management, where we showcase the robust features and workflows that support effective tax-loss harvesting, helping professionals maximize their clients' investments.
Refine results by selecting your desired tag
How Does Genesis Prepare Firms for the Future?
Rita Chiu, Managing Director of Product Strategy, explains how the platform’s cloud‑native design delivers clean, real‑time, unified data across the enterprise.
What is SS&C Advent Corporate Actions?
Matt Ahlstrand, VP of Solution Management at SS&C Advent, showcases our corporate actions solution, designed for investment firms. This tool enhances the management and understanding of corporate actions while minimizing manual errors.
How Can Firms Tackle the Challenges of Today’s Data Heavy Environment?
Mike Collins, Sr. Business Development Manager of SS&C Advent Data Solutions, explores the challenges of navigating a data-heavy environment and discusses a comprehensive technology approach encompassing five key elements for overcoming these obstacles.
What Are the Top Three Takeaways from Our Compliance 101 Webinar?
Matt Ahlstrand, VP of Solution Management at SS&C Advent, shares the top three takeaways from a Compliance 101 webinar and what they mean for investment management firms.
What excites you about the future of Geneva and SS&C Advent?
The Geneva team is enthusiastic about what's to come in 2024 and beyond. Listen to their thoughts on the future of both Geneva, and SS&C Advent as a whole.
Where is the Growth for Investment Firms?
Are you curious about where investment firms will find growth in 2024? Listen to what Tim Duffy, Sr. Manager of Solutions and Consulting at SS&C Advent, has to say.
Modernizing Geneva – What Does It Mean for Our Clients?
Modernizing Geneva has been a huge theme over the past several software releases. What does this mean to our Geneva team and for our clients? Check out thoughts from some of the Geneva team!
What are you looking forward to in the Geneva October Release?
We asked our Geneva team what features they are excited about in the 23.3 software release. Listen to their thoughts!
What Is the Advent Managed Services Team Most Excited About?
We asked our Advent Managed Services leadership team what they find exciting about the future of SS&C Advent’s managed service offerings. Listen in as they share their thoughts.
How Does Black Diamond Implement New Advisory Firms on the Platform?
Katie Terry, Director of Implementation at SS&C Black Diamond, discusses how her team uses a three-phased approach of discovery, configuration, and launch to create a curated onboarding experience that ensures a high-level of client satisfaction.
How Do the Service and Implementation Teams Affect the Black Diamond Client Experience?
Jen Becher, VP of Client Experience at Black Diamond, discusses how the service and implementation teams, along with the right technologies, keeps the client experience at the forefront.
Learn What Makes SS&C Advent a Great Place to Work
Angela Lamar, Manager of Talent Acquisition, breaks down the benefits of joining SS&C Advent’s open, collaborative, and innovative culture.
How Does the Managed Services Team Calculate NAV for Its Clients?
On any given day, there could be transaction breaks, cash breaks, non-trading accruals, or corporate actions that need to be addressed for our clients. Listen as David Hopcraft discusses how the Managed Services team supports clients with their day-to-day operations, in order for them to prioritize their core competencies.
How Do You Get the Full Value of Geneva’s Functionality Right from the Start?
Listen as Chris Somers, Senior Director, SS&C Advent Professional Services, discusses how an engagement with our Professional Services team, with their breadth of knowledge and expertise, empowers a firm for success.
SS&C Advent's Collaboration with Morningstar Sustainalytics
How is your firm managing ESG data? Tim Duffy, Solutions Manager and Consultant, discusses SS&C Advent’s collaboration with Morningstar Sustainalytics and key benefits for clients.
Why Firms are Switching to Managed Services
Al Castillo, Managing Director of Solutions Management, provides an overview of why firms are making the switch to managed services.
Meet Al Castillo
Hear why Al Castillo, Managing Director of Solutions Management, loves his role and being part of SS&C Advent.
Meet John Milne
John Milne, Sr Director of Product Management and Strategy at Black Diamond, discusses how we continue to invest in developing enhancements and new product offerings of the SS&C Black Diamond® Wealth Platform based on the feedback we hear from advisors.
Transparency in Managed Services
Al Castillo, Managing Director of Solutions Management, reveals the top concern he hears from prospects and clients when handing off their technology and operations to a managed services provider. Learn what SS&C Advent is doing to address this concern.
Key Drivers for Managed Services
A changing workplace. The flexibility to compete. Ongoing talent strain. Joe LaFemina, Senior Manager of Managed Services, expands on the key factors driving firms toward managed services.
Maximizing Resources to Stay Competitive
How does SS&C Advent help firms gain their time back? Learn about the key factors driving success with managed services from Joe LaFemina, Senior Manager of Managed Services.
The Importance of Having an Independent Book of Record
Learn from Matt Ahlstrand, VP of Solutions Management and Consulting, about the importance of having an independent book of record.
Meet Matt Ahlstrand
Matt Ahlstrand, VP of Product Management and Solutions Consulting, discusses trends in the global asset and wealth management marketplace and his role in finding solutions to client challenges.
Our Culture
Curiosity. Respect. Diversity. Rita Chiu, Managing Director of Product Management, expands on these key SS&C Advent values.
The Role of Tech for Investment Managers
Rita Chiu, Managing Director of Product Management, breaks down the role of technology for investment managers and SS&C Advent's unique differentiators.
Amplitude of Data
Boris Bykhovsky, Managing Director, Investment Management Solutions, discusses how SS&C Advent is leveraging modern technology and data-centric solutions to help firms process increasing quantities of complex data.
Digital Solutions Across the Front Office
Empower your portfolio managers to make quick and informed decisions. Boris Bykhovsky, Managing Director, Investment Management Solutions, discusses how firms are increasingly exploring new digital solutions for their front office.
The Shift to Separate Accounts
Time to get out of the pool? The shift to separate accounts provides a personalized experience for investors. This shift can have a significant impact on a firm's front-office efficiency and operations. Hear more from Boris Bykhovsky, Managing Director, Investment Management Solutions.
Meet Boris Bykhovsky
Hear Boris Bykhovsky, Managing Director, Investment Management Solutions, discuss his focus on solving client technology needs and the Genesis Platform, SS&C Advent’s new cloud-native front-to-back investment management solution.