SS&C Advent Resource Library

  • Whitepaper

Estate Tax Law Changes: How Financial Advisors Can Prepare Clients

Changes in the estate tax law will affect individuals with a net worth above $12 million.

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  • Product Brief

Black Diamond Wealth Platform - For Family Offices

Manage unique and complex portfolios with an end-to-end, best-practice technology stack.

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  • Whitepaper

Scaling a Holistic Financial Advice Business

The Products, Services, and Technology Needed to Compete

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