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Portfolio managers are creating personalized experiences for investors to compete in today’s hypercompetitive environment.
Adding managed services to your firm’s operating model can quickly increase your productivity and efficiency.
88% of heirs do not stay with their parents’ financial advisors.
Industry experts discuss the current state of M&A strategies in wealth management.
Three areas your firm can differentiate your services in order to compete.
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Outsourcing business processes and technologies to specialist third parties is an integral part of the global investment management industry.
The evolving nature of acquisitions.
As your strategic partner, we act as an extension of your team.
Client Story: Trust Company of the South
Six key compliance issues to address today
SS&C’s Black Diamond® Wealth Platform was honored as the winner of the Overall US Wealthtech Provider category in the inaugural WealthTech Americas Awards 2022.
The global private credit market has experienced significant growth. What does this mean for your operations and workflows?
Panel discussion as part of the Hedgeweek webinar series.
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Backed by the power of SS&C Technologies, the Black Diamond® Wealth Platform and the Risk & Compliance Intelligence Platform (RCI) seamlessly connect to provide an accurate and automated oversight experience.
Employee Story: Nicholas Nolan on winning the Best Fund Accounting and Reporting Software Award from Hedgeweek
“Continuing to build strong integrations, continuing to focus on users’ experience in our products, focusing on the workflows that are most important to our customers…Those are the things our customers expect from us and those are the areas that we want to focus on and help them grow their business.”
Active managers have the chance to differentiate themselves with personalized, niche strategies.
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
“If we think about the life of the trade... it can vary quite significantly from loan to loan across both the syndicated and private space. A lot of the time, we're receiving these notices directly from the agent and we're able to take these manual tasks off your plate. When engaging with Advent managed services, you know you are getting the most out of your solutions.“
WealthManagement.com: 2021 Midyear Outlook.
Driving your business for the long run.
A four-part series of fireside chats where our product experts share their outlook on our product development strategy.
As hedge fund and private equity firms expand into multiple lines of business, they are running into operational obstacles. This paper explores some of the challenges of strategy proliferation—and solutions for overcoming them.
“One of the unique advantages of working with Advent Managed Services is that we’re not only managing the service, but we also developed the product.”
Insurance belongs inside financial plans.
How to cope with information overload and benefit from the growing adoption of research management software.
Lessons from a Pandemic: Business continuity and disaster recovery - what's required?
Add and retain new clients, while also attracting new advisors with advanced technology.
The road to independence starts here.
Manage unique and complex portfolios with an end-to-end, best-practice technology stack.
Key Developments Explained by Industry Experts
Global Fund Media, Hong Kong Fund Services in Focus, May 2021
The long-awaited modernization of the SEC Rule 206(4)-1 (Marketing Rule) under the Investment Advisers Act of 1940 went into effect on May 4, 2021. The majority of changes that a firm will need to make in order to comply with the new Marketing Rule are performance related.
Managing data assets in 2021.
Hedgeweek European Service Provider Insights 2021
Black Diamond is part of the LPL Financial Vendor Affinity Program.
Two SS&C products working together to provide an accurate and automated oversight experience.
New York-based diversified private investment firm with a hedge fund component had a minimal technology infrastructure and selected Advent's Geneva due to its intuitive interface, standardized reporting features and ease of use for non-IT professionals.
The alternative marketplace has never been the quiet corner of the investment world. Change and innovation have been its hallmarks since the earliest derivatives were created. Arguably, that’s why it exists.
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.
Why the right technology stack matters.
Geneva World Investor is a natural fit for fund managers and administrators needing to account for and report on closed-end and open-end funds within the same platform that supports their traditional hedge fund business.
Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA.
Leading technology and operational expertise.
A turnkey, yet configurable solution built on the Lightning Platform by Salesforce.
Waters Ranking 2019 Awards - Waters Technology readers have voted Salentica as the best cloud-based application provider.
View the recording to see how the SS&C Advent suite can help portfolio managers and compliance personnel.
View the recording to learn how SS&C Advent’s trading and compliance suite can effectively benefit your bottom line.
Leading technologies and operational expertise for margin and financing.
WealthManagement.com - 2020 Market Outlook.
View the recording to learn the 2020 GIPS® standards and emerging performance trends.
Let us help you better serve your clients.
We have partnered with Focus 1 Associates to bring you a detailed webinar focusing on the changes your firm can expect in 2020.
Proactively safeguard your clients from undesirable risk.
Cutting edge technology. scalability and customization for active portfolio management.
SS&C Advent's co-sourced data management model.
Showcase your value, empower your clients.
SS&C, Focus 1 and PKF O’Connor Davies discuss business resilience amid and after the COVID-19 pandemic; highlighting key compliance and technology considerations, while navigating these uncertain times.
SS&C Advent provides the perfect end-to-end solution to help enrich the client experience.
What software vendors need to know to better serve advisors.
SS&C experts comment on findings, learnings, and actionable steps from working with clients, regulators, and industry leaders.
“Fund managers want to focus on generating alpha and their investment returns, and not focus on becoming a technology company.”
Managing data assets in 2021.
HedgeWeek & PrivateEquityWire: Private Debt in Focus - 2021.
Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors, while also contributing to the overall sustainability of the planet for future generations.
“As an investor, we’re only as good as our diligence. And being able to access that diligence, explore what we’ve learned and to stay up to date—that’s the big benefit of Tamale.” - Life Sciences Investment Analyst
WealthManagement.com: 2020 Year-end Outlook
Securities class action settlements are a proven way to recover investment losses.
Countdown to December 31, 2020 – Is Your Firm Compliant with the 2020 GIPS® Standards? The effective date to claim compliance with the 2020 GIPS standards is just one month away. This session will highlight what you need to do to be ready, including some of the common challenges of implementing the 2020 GIPS standards and practical solutions to overcome them.
A guide for the LIBOR transition.
Find out how SS&C Advent’s trading and compliance solution can effectively benefit your bottom line.
The operational foundation for success.
Think digitally to engage tech-savvy clients efficiently and at scale.
You don’t need another product. You need a partner that proactively works on your behalf.
Private Equity Wire: European Service Provider Insight.
Hedgeweek European Service Provider Insights: Special Report 2020.
Rebalancing technology ushers in new era of risk-adjusted performance.