SS&C Advent leaders cover financial services topics including trends, common client questions, the importance of culture, and more in under two minutes.
Ask AdventRead the latest on industry trends, newest solution features, and how to optimize your workflows
BlogPodcast discussions covering fintech, ESG investing, the new generation of investors and more.
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“As a startup, we don’t have the resources to staff for a full operational footprint, which is also why going with SS&C was a key part of our decision. We needed a managed services offering and the technology to leverage our small team.”
Manage compliance of digital communications from email, text, social media, and Black Diamond Timeline with simplification.
“Engage opened up a firm-wide automation capability that enabled us to tackle text messaging. We brought in our voice system, Ring Central, and built the automation necessary in Power Automate to create a straightforward, efficient, and compliant text messaging platform.”
Having the Right Tools for the Job
How One Investment Firm Plans to Scale and Grow with Technology
The power to connect harmoniously with SS&C Black Diamond
Geneva Fundamentals
Tax-Efficient Investing
By Martin Orbach, Vice President, Regulatory & Analytic Solutions, SS&C Risk & Compliance Intelligence
Unlocking insights, a deep dive for cash investors.
A truly unified experience for advisors.
2023 Waters Rankings
2023 Waters Rankings
Clear Path Analysis Roundtable Conversation
Insurance belongs inside financial plans.
Changes in the estate tax law will affect individuals with a net worth above $12 million.
Manage unique and complex portfolios with an end-to-end, best-practice technology stack.
Pivotal moments explained by leading industry experts
The Products, Services, and Technology Needed to Compete
AIM’s best-in-class insurance solutions can help grow your firm and retain clients.
Investing in Credit and Derivatives
Complexity, Customization, and Competition
Investment Managers Navigate a Complex Market
Advent Managed Services Fundamentals
Differentiate your business with a scalable and customizable client communication strategy.
Ten common pain points and how to resolve them
Leverage an industry-standard and comprehensive portfolio and investor accounting technology platform to diversify your strategies and drive growth for your business.
“We no longer have to maintain the infrastructure. That was one of our biggest challenges, maintaining the servers and keeping them updated. Now [Advent Managed Services] can handle those upgrades and we don’t have to be bothered with that.”
Leveraging Operations to Achieve the Right Balance in a Volatile Market
Exploring tax-efficient charitable donation options to benefit your client and their charities.
Investment managers views on complexity, customization, and competition.
A Guide for Asset & Wealth Managers
Bring flexibility and scalability to complex portfolio management.
Active managers have the chance to differentiate themselves with personalized, niche strategies.
Jen Becher, Vice President Client Experience, discusses the accolades that reinforce why Black Diamond is an industry leader.
Insights for private fund managers.
Getting ready for the The Digital Operational Resilience Act (DORA)
Streamlined data governance, quality assurance, and operational transparency.
Many hedge fund COO’s appear resistant to the idea of deploying AI—and similar types of disruptive technology—in-house. But that’s only part of the picture.
Learn how building trust in the digital age is essential for advisors.
Learn why SS&C’s Black Diamond took the top spot in the vendor and product strength categories.
“Outsourcing key operational and technical components to an organization that can add incremental resources as we grow is a great advantage.”
Learn the value of Managed Services for Special Needs Trust administration.
Steve Leivent, SVP & Co-General Manager of SS&C Advent, explains the strategy behind the Black Diamond® Wealth Platform.
Global Custodian featured interview with Bhagesh Malde, global head of SS&C GlobeOp, and Karen Geiger, Co-head of SS&C Advent.
“At a firm our size, the portfolio managers wear many hats, and if they need to go in to rebalance a portfolio, they need to be able to generate the orders efficiently and accurately, without a lot of complexity.”
Discover the benefits and how technology makes it more feasible for advisors.
When preparing, where should you focus your time and resources?
Six Key Trends Reshaping Asset and Wealth Managers’ Technology Strategies
The Way Forward: Customization
Learn how to retain and reclaim control of annuity assets from your previous broker-dealer.
How digital data solutions accelerate processing and settlement.
Your operational guide to staying competitive and profitable.
Move your technology to the cloud.
Outsource your operational processes.
The flexible solution for technology hosting and operations outsourcing.
Created operational efficiencies and streamlined workflows to allow for comprehensive annuity reviews now that they were fiduciaries under the new RIA.
Replace outdated spreadsheets and emails with complete control and oversight.
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Investment managers can start each day with confidence
Technology that makes it possible.
“If quality and reliability of data are what matter most to you, there isn’t another provider out there that can deliver on that the way ACD does.”
By Aani Nerlekar, Sr. Director, Solutions Management & Solutions Consulting, SS&C Advent
You no longer need to leave your book of annuity assets behind when you become an independent RIA.
Leverage an industry-standard and comprehensive investor accounting technology platform to diversify your strategies and drive growth for your business.
What's next for operations, technology, & managed services.
Black Diamond and RightCapital offer an enhanced financial planning experience.
Modernize your trust technology solution to achieve better client outcomes.
Selected Black Diamond as a differentiator for how they wanted to run their business.
Everything You Need to Know About Investor Accounting for Private Markets
Leveraged Black Diamond to better focus on their client’s entire wealth picture.
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.
Key developments explained by industry experts
There are many compliance benefits that come with the GIPS 2020 specifications, including those for alternatives.
Challenges, opportunities and technology solutions
Laying the operational foundation for success.
“When not supported by a flexible and scalable framework, running a business on custom calculations and custom rules - such as portfolio composition requirements - is time consuming, error prone, and ultimately puts the business at risk.”
Easing the Compliance Burden
Portfolio managers are creating personalized experiences for investors to compete in today’s hypercompetitive environment.
With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.
Boomers are retiring at twice the rate. Are you ready for what comes next?
Elevated their level of client service by bringing operations in-house.
Three areas your firm can differentiate your services in order to compete.
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Sophisticated technology driving innovative, user-friendly solutions for retirement platforms, third-party administrators and their customers.
Technology & scalability to drive trust accounting, philanthropy & self-directed IRA platforms.
Outsourcing business processes and technologies to specialist third parties is an integral part of the global investment management industry.
The evolving nature of acquisitions.
Five drivers accelerating the trend toward managed services.
Client Story: Trust Company of the South
88% of heirs do not stay with their parents’ financial advisors.
Gain confidence and control with total transparency into your managed services operations.
The power of a flexible operating model
Build a compelling outsourcing case.
How to make it work.
Why Add Advent Genesis to Moxy: A Comparison
Optimize your firm’s portfolio management process.
Why looking to Regulation Technology (RegTech) to support your FINRA, SEC, and FinCEN surveillance and oversight requirements is now a must-have.
Six key compliance issues to address today
Taking a client-centric approach with advanced technology
Clients expect more from their trust and wealth providers than ever before.
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.
Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology.
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.
This firm worked in a traditional wirehouse setting but grew disenchanted with the policies and protocols and needed to find a third party solution with access to SMAs and UMAs.
The firm wanted to resolve issues with its client billing and reporting with a comprehensive, cloud-based technology solution.
Leverage our managed services offering to provide comprehensive investor accounting and servicing with a full-suite of NAV reporting on your behalf.
They sought to transition to a cloud-native portfolio management system with the flexibility to manage their highly customized solutions, proprietary portfolios, and alternative investments.
Enhanced the overall client experience and elevated employee morale by transitioning from their 20 year old legacy system to Black Diamond’s cloud-native platform.
WealthManagement.com 2022 Market Outlook
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
A Systematic Approach
Advent Outsourcing Services named 2021 best outsourcing provider to the buy-side by WatersTechnology
Three critical strategies for advisors
Embark on a shared financial journey with your clients and other stakeholders through an intuitive digital experience.
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.
Gain access to tools and services that help you effectively meet your regulatory requirements and uphold your own compliance initiatives.
“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.
After a variety of strategic acquisitions, Caldwell Sutter Capital found themselves needing one comprehensive reporting solution that could simplify and automate much of their back office.
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
Roundtable Debate & Whitepaper Report.
“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.“
With its growing investment practice they sought out to find a more flexible, powerful, and robust reporting system that also offered tight custodial integrations.
WealthManagement.com: 2021 Midyear Outlook.
Exploring new solutions to accelerate digital transformation.
“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.”
After the pandemic, asset managers are increasingly turning to outsourced technology solutions.
How to cope with information overload and benefit from the growing adoption of research management software.
Advisors pivot in response to changing client needs.
Black Diamond combines high-tech with high-touch to provide a confidential and specialized implementation process designed to help advisors start their own independent RIA. Our unique process will have you ready to service clients before you breakaway.
How to up your operational game to stay competitive and profitable.
Forbes Family Trust sought a modern solution for tracking and reporting on illiquid assets and alternatives that would also scale across their multi-family office.
Lessons from a Pandemic: Business continuity and disaster recovery - what's required?
How one operating model serves multiple wealth segments.
While on the path to becoming an independent hybrid advisory, Key Client Fiduciary Advisors needed a comprehensive and flexible platform that would help them manage their unique business model.
Add and retain new clients, while also attracting new advisors with advanced technology.
The road to independence starts here.
Key Developments Explained by Industry Experts
Managing data assets.
Private Equity Wire, European Service Provider Insights, May 2021
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.
Geneva® Fundamentals
Geneva® Fundamentals
5 key questions to ask.
It's not just a buzz phrase anymore, but an urgent imperative for success.
Operational improvements emerging from the pandemic with SS&C Advent Professional Services.
Seamlessly integrated suite of investment management solutions.
“Being able to trust the SS&C Advent solutions and not have to second guess the output will help free us to get on with running our business.”
Hedgeweek European Service Provider Insights 2021
Expansion puts alternatives at a technology crossroads.
Leverage Geneva's comprehensive, global asset class coverage to diversify your strategies and differentiate your business.
Comprehensive investor accounting and servicing for any fund structure.
Discover how the Black Diamond® Wealth Platform pairs perfectly with SS&C Salentica for CRM.
Five key questions.
Black Diamond is part of the LPL Financial Vendor Affinity Program.
Simplify your work. Empower your business.
Two SS&C products working together to provide an accurate and automated oversight experience.
“Advent Genesis makes your portfolio managers more effective.”
Managing data assets in 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.
HedgeWeek & PrivateEquityWire: Private Debt in Focus - 2021.
Powered by DPL Financial Partners
An Overlooked Opportunity?
“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
The trend toward digital client engagement.
Technology and services linking everyone in your organization, from senior executives to portfolio managers and operations teams, elevates each person’s performance with sharper insights. Partnering with a leading provider streamlines processes, mitigates risk, and enables scale.
A guide for navigating uncharted waters.
Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management in order to build their client-centric RIA business.
“The SS&C Advent solutions are an integral part of Sp-Fund Management’s business. They tie together our back, middle and front office processes.”
The global pandemic is spurring upticks in demand for cloud-based and outsourcing options, SS&C reports.
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.
Africa Global Funds: Services Providers Awards 2020.
Client-focused technology that works the way you do.
A guide for the LIBOR transition.
Presented by SS&C GlobeOp and the Black Diamond Wealth Platform.
The operational foundation for success.
The operational foundation for a multi-asset environment.
Client-focused technology that works the way you do.
Engage clients. Empower advisors.
How to build for growth.
Maximize the value of your tech investment.
Scale your business and improve accuracy with automation.
Accelerate your Geneva upgrade and reduce costs.
Automating your reconciliation process just makes good business sense.
Selected cloud-based technology from the beginning, which resulted in a flexible work environment and support for the firm’s growth strategy.
Why Geneva is the better choice.
Hedgeweek: Technology Innovations In Focus 2020
As your strategic partner, we act as an extension of your team.
“Geneva World Investor solves for hedge funds, private equity managers, asset managers, and fund administrators for their investor allocation needs.“
As firms proactively manage risk, capital, and regulation, many are redefining their business model with innovation to gain a winning edge.
“Fund managers want to focus on generating alpha and their investment returns, and not focus on becoming a technology company.”
Improve accuracy and reduce risk in processing complex instruments.
The client lifecycle for asset and wealth managers.
Provide your clients with portfolios that better meet their needs.
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.
Helping you optimize the value of research.
Enhancing client engagement through personalized document delivery.
Streamline and strengthen your mission-critical business processes.
Increased productivity by transitioning to Black Diamond’s fully integrated, proactive and robust Rebalancer.
“Selecting Advent Outsourcing Services (Advent Managed Services) for cloud delivery has made it so much easier to take advantage of new capabilities in APX and Moxy. AOS (Managed Services) has been a game-changer for us.”
A review of standard practices.
A guide for firms new to compliance with the GIPS® standards.
Advent Outsourcing Services, APX and Moxy provide a “Cadillac-like“ experience.
GIPS has changed everything.
“We’re seeing hedge fund and private equity funds start to blur their lines…and what Geneva can do is handle not only the complex asset classes associated but also account for corresponding investors with those assets, all in one system.”
Private Equity Wire: European Service Provider Insight.
HFM EU Services Awards: Winners Report 2020.
“Even smaller funds that are forming have to look and feel institutional and part of the success in achieving this is determined by the service provider.”
Built a technology–forward, modern wealth management firm with Black Diamond as the core system of their tech-stack.
Why investment organizations can’t do without it.
Rebalancing technology ushers in new era of risk-adjusted performance.
Cutting edge technology. scalability and customization for active portfolio management.
Karen Geiger, Senior Vice President and Co-General Manager describes the development strategy for SS&C Advent solutions.
Hedgeweek European Service Provider Insights: Special Report 2020.
Eight reasons for hedge funds to upgrade their portfolio management and reporting platforms.
Proactively safeguard your clients from undesirable risk.
Overcome the challenges of Corporate Actions Processing in APX using Advent Corporate Actions.
The best technology fades into the background.
“The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs. Our clients love it because it’s highly intuitive and really simple to use.”
We have partnered with Focus 1 Associates to bring you a detailed webinar focusing on the changes your firm can expect in 2020.
By delivering normalized data.
View the recording to learn how SS&C Advent’s trading and compliance solution can effectively benefit your bottom line.
Top questions advisors should ask technology providers.
A single, integrated, end-to-end solution for portfolio, fund, and investor accounting.
Building the foundations for success
Let us help you better serve your clients.
We embody the true meaning of a technology partner.
Technology is built for both today’s realities and tomorrow’s possibilities.
Watch the product preview to learn more about Advent Genesis.
“We made the decision to go with Advent Geneva…and have been impressed with the onboarding process and have high hopes that it’s going to allow us to expand into different strategies because we know that Geneva can handle these.” - Mike Fastert from TIG Advisors
Providing an ongoing partnership.
Since the launch of the Black Diamond Wealth® Platform, we have expanded the breath of our offering and the scope of our core capabilities.
Streamline your workflows with a single solution.
Overcome the challenges of corporate actions processing with Geneva®.
Industry-Leading Global Connectivity to Custodians, Prime Brokers, Administrators.
View the recording to learn the 2020 GIPS® standards and emerging performance trends.
“It gives us the ability to deliver the solutions our clients are looking for, especially that next generation of clients.” – Diversified Trust
A true partnership from day one.
Learn how one advisory firm engages their clients.
Our industry-leading solution, cutting-edge for tomorrow's investor.
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.
WealthManagement.com - 2020 Market Outlook.
Driving your business for the long run.
“There’s a really good understanding between SS&C Advent and us of our day-to-day business, and what we want out of the systems and services. It’s a relationship that has just grown and grown.”
For the wealth management sector looking into 2020.
Fee structures will only continue to grow in complexity. View the webinar to investigate the operational complexities of managing alternative fee structures.
Financial advisors are bound to face obstacles in their practices at some point and innovation can help address some of those challenges.
“Using Advent Data Solutions allows us to reconcile around 1,500 accounts—all transactions, all positions—in less than 10 minutes every morning.”
Get more value from Geneva.
Comprehensive invoicing and revenue management. Advent Revenue Center helps firms maximize revenue, increase efficiencies, and reduce risks and errors.
The company is using machine learning and natural-language processing technology to enhance its Tamale and Geneva platforms.
Stay up to date to make the most of your technology
Solutions for unique reporting and workflow needs.
“What convinced us to go with APX was that we could pull the work of five systems together on a single platform.”
Advent Services delivers 'on-time, on-budget' APX implementation for DGHM.
Daniel Eriksson and Shana Bruner discuss trends in asset and wealth management.
WM.com Midyear 2019 article.
Discover the power of this award-winning wealth management platform.
Prepare in 12 steps.
Waters Ranking 2019 Awards - Waters Technology readers have voted Salentica as the best cloud-based application provider.
Roger Woolman, Director, Funds and Alternatives at SS&C Advent, reflects on the present demands coming from investors in his interview with HFM Global.
Watch the product preview to learn more about Advent's end-to-end solution for asset and wealth managers.
AssetTV: Mid-Year Outlook.
In his latest interview with Hedgeweek, Roger Woolman, Director, Funds and Alternatives at SS&C Advent, shares his views.
“Having Tamale to organize all our information in an intelligent manner ultimately leads to making better investment decisions.“
See how the Relationship Timeline within the Black Diamond® Client Experience enables, you, your client and other stakeholders to embark on a shared financial journey through an intuitive digital experience.
Presented by: Black Diamond Wealth Platform, State Street Global Advisors and SMArtX.
The attraction and growing popularity behind private funds debt.
“Working with the Advent Outsourcing Services (Managed Services) team has improved our workflows and efficiency tremendously.“
Speedy, secure, simple. Reconciliation done right.
Co-general Manager, Derek Landi, talks about the client relationship management solutions offered by Salentica and how the integration with Black Diamond is a competitive differentiator.
Stop letting incremental profitability leak away.
Listen as Justin Wayne, Senior Solutions Manager, talks about how integrations are a core piece of the Black Diamond Wealth Platform.
Need to customize Advent Custodial Data (ACD) data? Save time by automating the process.
Streamline investor accounting and reporting with Geneva World Investor.
For Bahl & Gaynor, the real value of working with AOS is in the added agility and flexibility gained, which enables the firm to pursue growth opportunities.
An unmatched combination of industry-leading technology and operational expertise.
Revolutionizing the wealth management experience.
Leading technology and operational expertise.
Mary Storrs of Cutter Associates.
Matthew Kowieski, Director of Operations at Ziegler Capital Management, discusses the APX suite
“What really differentiates Geneva from other players in the industry is how nimble it is, in addition to the wide breadth of functionality that it offers to our clients.“ - Eddie Russo
Steve Leivent, Senior VP at Black Diamond, discusses technology innovation as a game changer for both our clients and the team members we recruit.
Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA.
Advisor and client portal.
Doug Goebel from Quest Investment Management discusses why APX is the “industry-tested suite” that empowers better investment decisions.
“Not only was SS&C Advent able to provide the services, but you walk away with the feeling that you’ve developed great relationships as well.” Dan Nikci, Founder and Principal Applied Fund Solutions – Geneva® user
Watch the product preview to learn more about Tamale RMS.
Watch the Product Preview to learn more about Salentica Engage.
Watch the product preview to learn more about Salentica Elements.
Global portfolio management with multi-currency accounting and comprehensive instrument coverage.
Black Diamond Link for APX and Axys provides tools that make a powerful client portal the center of client conversations.
Eli George, Senior Director of Solutions Management, discusses the features and benefits of Black Diamond Link for APX and Axys.
Matthew Friedman of Capital Counsel discusses how the Modestspark portal allows clients to view their account information in an easy to use, accessible way.
You can deliver a personalized digital experience for your clients.
Watch the video to learn about the Modestspark client experience.
A client since 2005, Duane D’Orazio, Managing Partner, Conestoga Capital Advisors discusses the benefits of Advent Genesis™ including ease of use, efficiency and portability.
The only question is: are you ready?
Where advisors and clients connect.
Michael Scott with CPS Investment Advisors discusses the search for a solution to increase efficiency and the benefits of choosing Advent Genesis™ with Moxy®.
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.
Matt Ahlstrand, VP describes how APX solves the core needs of investment managers and the value in partnering with SS&C Advent.
“With Advent, we are able to support our growth, realise more operational economies of scale and efficiencies, and ensure we can offer the high level of services we want to give our clients.”
“Outsourcing the back office to SS&C Advent has been one of the best business decisions we ever made.”
“SS&C Advent's order management and portfolio management systems are fundamental to the way we trade, model, and execute.“
Integrate your market data sources seamlessly in the cloud.
A single solution to manage your portfolio data.
Thrive on a better client experience.
The simple solution to growing business complexity.
A guide for emerging managers.
How to keep the lifeblood flowing.
Why the right technology stack matters.
Acquire optimal value and competitive advantage from your core technology platform.
A guide for Asset and Hedge Fund Managers.
There’s nothing “traditional” about it.
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform.
A Guide for Asset and Wealth Managers.
A turnkey, yet configurable solution built on the Lightning Platform by Salesforce.
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.
Integrated digital platform for APX and Axys.
Engage clients more effectively and strengthen relationships.
A configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
Home to your client's entire financial life
Flexibility to support the most sophisticated structures.
Get your research anywhere, any time.
Enhance your manager research and due diligence process.
Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.
Simplify portfolio accounting and reporting
The modern solution for an evolving industry
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 Advent suite just made sense for us.”
“Our assets under management have more than doubled since 2008. That could not have happened so easily without Black Diamond.” Nancy Gire, CPA, CFP,® Senior Financial Advisor and the firm’s Director of Operations.
Advent allows better client service and mandate adherence at DGI.
“With Advent Genesis, we are able to double or triple our accounts without increasing the time we'll spend on rebalancing or trade generation“, AVP Trading, Lincluden Investment Management.
“The whole migration to Geneva came in on time and under budget.”
Williams Jones Merges Multiple Platforms Into One: SS&C Advent.
With the support of a partner that understands your business, and the perfect combination of technology and market expertise, check out Advent Outsourcing Services.
“Tamale makes us better as an organization. We spend less time filing and searching for data and more time synthesizing key information to help inform our decision making as an investment team.”
In search of the complete reporting solution, Diversified Trust needed to expand its ability to report on alternative assets and enhance the client experience.
Do what you do best. Let us take care of the rest.
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.
Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery and co-sourcing.
Streamline portfolio construction and rebalancing with a scalable, cloud-based solution
An unmatched combination of industry-leading technology and operational expertise.
For more than two decades, SS&C’s Eze Investment Suite™ and Geneva® platforms have earned reputations as market-leading solutions in their respective domains.
The evolving nature of acquisitions.
Access timely and consolidated account-level information from a growing network of portfolio data sources.
A four-part series of fireside chats where our product experts share their outlook on our product development strategy.
You may be breaking away. But you are not alone.
Searching for a new wealthtech stack? Look for robust, next-generation technology and best-in-class service.
Effectively manage oversight initiatives.
Leverage Tamale to drive productivity and make better informed decisions to gain a competitive edge.
Strengthen due diligence with the ability to track manager interactions.
Portals for investment managers.
Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.
Bahl & Gaynor Investment Counsel has a very focused investment philosophy, summed up by its trademarked tagline: Dividends Pay Dividends.®
