Tech It Up | SS&C Advent Podcast

Tune into our latest episode as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today.

Are you prepared for the T+1 deadline on May 28, 2024? Listen to this episode to learn how T+1 is impacting our clients. The discussion covers everything from automation and operations to timestamps and third-party reliance.

Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.

Please tune in to our latest podcast episode, where experts discuss the essentiality of regulatory compliance in the ever-changing financial landscape. Gain valuable insights into electronic communication surveillance, active versus passive compliance strategies, and effective risk management tools for financial advisors.

Join a thought-provoking conversation on the future of investment management. The discussion covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

Tune in for an insightful episode where we discuss the latest trends and developments in the investment management space with SS&C Advent’s SVPs and Co-General Managers, Karen Geiger and Steve Leivent.

Join Aani Nerlekar and Steve Sulecki as they chat with our Tech It Up hosts about SS&C Loan Data. Learn how SS&C Advent is shaking up the world of private credit.

Join Brant Snyder and Niamh Kerrigan as they chat with our hosts about the October Geneva release in this special episode. Learn how SS&C Advent is elevating the user-experience and leveraging new technology to streamline workflows, eliminate manual steps, and deliver an efficient experience.

Institutional Investor's Custom Research Lab surveyed 150 investment management professionals to understand their most pressing challenges and their likely approaches to addressing them. Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.

During the episode, Karen Barr, the President & CEO of IAA, provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.

In this episode, Bree Pollard, Director at the ACA Group, shares practical advice on navigating the 2023 SEC Exam Priorities.

Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.

Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers.

Purpose-driven growth and innovation are the backbones of SS&C Advent.

Don’t let the growing demand to bring ESG data into your customization strategies be a burden.

Outsourcing is no longer one size fits all. The right outsourcing partner is willing to adapt and work with your firm’s unique business needs.

On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.

It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.

Gone are the days of investing in complex, expensive annuities with hefty commissions.

In the Fintech industry, it's estimated women represent only 30% of the workforce.

Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.

The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.

With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?

Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.