Events & Webinars

As financial advisors seek to scale their businesses while maintaining high-touch client service, leveraging model portfolios, TAMPs, and managed account platforms can be a game-changer. By integrating FinTech solutions into their investment management process, firms can increase efficiency, deliver institutional-quality portfolios, and focus more on client relationships.

This webinar with RIABiz explores how advisors can implement technology-driven investment solutions to grow their firms while delivering customized, high-value portfolios to their clients.

Clear Path Analysis, in partnership with SS&C Advent, recently hosted a webinar exploring the evolving landscape of investment operations. A panel of industry experts shared how leading fund and asset managers are responding to rising regulatory demands, growing client expectations, and the ongoing debate between best-of-breed systems and unified all-in-one platforms.

The conversation offered practical insights into how firms are approaching this decision, weighing the strengths and limitations of each model, and aligning internal and external resources to drive operational efficiency and support long-term strategy.

Singles or couples without heirs face unique financial and estate planning challenges; they must determine how to distribute their wealth, make decisions about long-term care without children to provide support, and establish who will advocate for them in case of incapacity. However, technology and new tools can assist wealth advisors in guiding those with couples through these critical decisions.

By watching this ThinkAdvisor webinar, you’ll discover advanced solutions that streamline planning, enhance client engagement, and improve long-term financial outcomes.

Are inefficiencies, disparate systems, and siloed operational processes holding your firm back? Discover how a unified platform alleviates these challenges and empowers your firm to navigate the complexities of today’s investment landscape.

In this webinar, we’ll introduce you to the Genesis platform and its robust capabilities to enable seamless collaboration across teams, provide centralized and reliable data, and combine best-of-breed functionality to streamline the entire investment life cycle.

SEC-registered investment firms that are adopting the latest SEC regulations are confronting the most substantial changes since the 2008 financial crisis. Firms are often left wondering where they should focus their time and resources to ensure they are compliant.

On a recent webinar, panelists from the Investment Adviser Association and the ACA Group, discussed the current regulatory landscape and SEC audit expectations. Our presenters shared valuable knowledge and practical advice.

Rising complexity in fee calculations is creating a major operational burden for Limited Partners (LPs) in hedge, private equity, and hybrid funds. Fee structures that were once standard are now much more complex with intricate and increasingly unique attributes.

Join Matt Macomber and Sean Brown of SS&C Advent, for a discussion on investor accounting challenges and potential solutions.

Panel discussion as part of the Hedgeweek Insights webinar series.

Say goodbye to old workflows and hello to modern technology.

In the rapidly changing realm of investment management, agility is not just an advantage; it's a necessity. Watch our webinar for a conversation exploring how the transformative power of front-office technology and strategic investment approaches can revolutionize your business model, and learn how you can leverage technology to solve complex problems.

A major attraction to private debt has been its ability to provide investors with a higher-yield alternative to public debt markets with relatively low volatility. However, investing acumen is only part of the equation. Firms need the right tech-stack to take advantage of opportunities in this dynamic environment.

Join Ben Simmers and Patton Weber of SS&C Advent for a conversation exploring how firms can streamline workflows and capitalize on this market opportunity by leveraging solutions and services.

As part of our unwavering commitment to our client's success, each year, product leaders present information detailing work completed the previous year and outline the roadmap for the year ahead.

Watch our 2024 SS&C Black Diamond Wealth Platform Kickoff webinar to learn how we keep our clients informed and discover the innovations that can help shape a prosperous year ahead for your wealth management firm.

This panel of industry experts discusses how investment managers are responding to the industry’s complex and changing demands. The panel explores opportunities for growth across a diverse mix of investment options and strategies, including SMAs, active ETFs, and tax optimization.

As the investment management space evolves, managers face an array of challenges. To help navigate this ever-changing and complex landscape, SS&C Advent partnered with the Institutional Investor Custom Research Lab and surveyed 150 investment management professionals to identify their biggest challenges and their most likely approaches to solving them.

Listen as Aani Nerlekar, Senior Director, SS&C Advent and industry peers for a discussion on the evolution of the credit and derivatives markets and how managers are leveraging technology to move toward an automated future.

Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.

Watch this webinar as industry experts explore the drivers and benefits of direct indexing, considerations of implementing direct indexing strategies, and personalized approaches to tax-loss harvesting.

The Federal Reserve's dance with interest rates has sent ripples through the financial world, leaving cash investors with a critical question: where do we go from here? Are we at the peak of this cycle, or is this just a temporary plateau?

Experts from R&T Deposit Solutions help you gain the knowledge and insights you need to navigate the new landscape confidently.

Hear Tim Welsh, President & Founder, of Nexus Strategy, and Kyle Fleming, Product Management, of SS&C Black Diamond^® Wealth Platform, discuss practical strategies to adapt to these shifts and excel in the face of modern challenges. Tim and Kyle delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.

Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities.

This pivot marks a change from the back-office investments that have largely dominated technology spending over the last several years.

Given the pace of today’s markets and the speed and volume of news cycles, technology increasingly offers the best solution for protecting your firm and your clients from breaches of trust like insider trading.

Watch the recording of a recent webinar and hear experts from SS&C and MT Newswires discuss the latest innovative offering to help compliance officers identify instances of insider trading and trading ahead of the news.