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26 July 2023

The Power of Collaboration: A Recap of SS&C Advent's Client Forums

The success of our clients is at the heart of everything we do. Connecting and engaging throughout the year during focus groups, conferences, and roundtable discussions encourages an open dialogue that drives our solutions’ roadmaps. Many developments, features, and even new products are borne from these discussions.

Recently, product leaders gathered in New York, Chicago, Boston, and Dublin, Ireland, with more than 200 clients spanning investment managers, hedge funds, private equity, and fund administrators to collaborate, share ideas, and build relationships. Our solution experts shared the latest product enhancements and roadmap updates while our clients engaged in peer-to-peer roundtable discussions and heard from industry experts on trending topics.

As Karen Geiger, SVP and Co-General Manager of SS&C Advent, shares:

“We continuously strive to innovate and utilize modern technologies to cater to the evolving needs of our clients. Our commitment and success to delivering accurate and timely accounting, portfolio management, and performance solutions is a result of our extensive experience, industry expertise, and dedicated client base.”

On the Road Again

Advent Investment Suite Forums: During the Chicago and Boston forums, clients had the opportunity to attend a fireside chat featuring Laura Grossman, Associate General Counsel at Investment Advisory Association (IAA). The discussion covered regulatory proposals and rulings and the practical implications these will have on investment firms. The main talking points centered on the upcoming enforcement of next-day trade settlement or T+1, an SEC mandate to improve market efficiency and reduce risk. This mandate will bring about significant changes in asset and wealth managers’ daily trading and post-trade processes. Additional topics included:

Geneva Client Forums: It was exciting to engage and collaborate with Geneva clients in Chicago, New York, and Dublin, Ireland, as well as to provide access to our development and solutions management teams, who are eager to hear directly from clients to understand how Geneva can continue to support their business needs.

The New York Forum offered clients the opportunity to hear from industry experts Eric Talley of Columbia University and Andy Bouchard of Paul Weiss during the panel discussion You Are What You Tweet: Investing in Musk. Elon Musk is adept at remaining above the fold. Since his acquisition of Twitter, rarely a day passes when he or his business portfolio is not in the news. Clients were entertained with a lively discussion on his unrestrained and impromptu nature of handling his businesses, the multiple lawsuits levied against him (including his acquisition of Twitter), and, ultimately, what it all means for Wall Street and his investors.

SS&C Deliver Austin | Delivering the future & leading the way

The next opportunity to join us for a truly immersive and engaging experience is at SS&C Deliver on October 22-24 in Austin, TX. We will host many thought-provoking and educational sessions and peer-to-peer roundtables on issues that matter to our clients. Register now for SS&C Deliver to be part of the conversation!

At SS&C Advent, we understand the importance of cultivating long-standing partnerships to deliver reliable solutions that meet our clients' business needs. These forums offer an exclusive platform for clients to engage with our solution teams, industry experts, and peers. Stay in touch with your Relationship Manager for more information to join us in person.