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.
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How Will SS&C Rendezvous’ Model Marketplace Elevate My Firm’s Service?
Hear from Laton Spahr, President, SS&C ALPS, as he shares how the model marketplace will elevate your firm’s service.
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.
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.
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, VP of Solutions Management.