Managing SMAs and UMAs often means balancing distinct client needs, workflows, and operating models. This video explores how firms are approaching that complexity and the need to support both structures without compromise. Learn how a unified platform like Genesis can help bring these models together while maintaining flexibility and scale.
Speaker
Tim Duffy
Sr. Solutions Manager | SS&C Advent
Tim Duffy is a Sr. Solutions Manager at SS&C Advent. In this role, Tim primarily focuses on aligning Advent’s cloud solutions with client requirements. He joined the firm in 2021 having previously worked at several investment management and financial technology companies. Tim earned a dual degree in Economics and Sociology at the University of Massachusetts - Amherst.