Unique Asset: An Often-Overlooked Strategy for Ultra-High-Net-Worth Clients
Learn how this these hard-to-value alternative assets represent a significant opportunity to improving outcomes for your UHNW clients.
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SS&C Sylvan
Benefit from advanced performance analytics, flexible reporting and operational efficiency.
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Overcoming Operational Limitations in Business Expansion
Clear Path Analysis Roundtable Report
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Performance & Reporting Solution
Reliably accurate, timely and insightful performance measurement and reporting.
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Genesis Trading
The most advanced, feature-rich front office.
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Major Asset Manager Advances Client Communications
Firm transitions report production from manual and cumbersome to automated and flexible with Vision FI.
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Six Things You Need to Know About Composite Management and GIPS®
Expert insights to help with achieving GIPS compliance.
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Today’s Investment Reporting Requires Digital Dominance
Harness the power of digital solutions for growth, efficiency and compliance.
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Must-Have Communications Capabilities for Investment Managers
See the top-five challenges that come with client reporting.
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Easily Manage Held-Away 401(k) Assets
Streamlined 401(k) oversight to drive growth.
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Trading Technology Buyer's Guide
A Guide to Modern Front-office Solutions for the Way You Trade Today
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SS&C Vision FI
Simplify and automate the design, creation and delivery of client communications.
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Sylvan for Streamlined GIPS® Compliance
The tools to help your firm comply with the Global Investment Performance Standards (GIPS).
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Sylvan Boosts Capabilities and Flexibility
Leading South African firm selects award-winning solution to advance performance measurement activities.
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Elevating Performance Team Achievement
Seven technology essentials that drive productivity and effectiveness.
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First Bank
“Working with Innovest and Black Diamond provided much more efficient workflows, combined with their Managed Services offering. The complete solution has made a big difference in our operations and ability to delight both our advisors and clients.”
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Manage Your Loan Investments with Confidence
Simply accounting complexity, reduce risk, and improve accuracy in your loan processing workflows.
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Genesis Platform
Your single operational experience to power your investment strategies.
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Everything You Need to Know About Aggregating and Digitizing Fund Data with SS&C FundHub
Save hours of human labor and dramatically reduce risk with Geneva® and SS&C FundHub
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A Harmonious Connection in Alternative Investment Processing
Black Diamond and SS&C Accord have revolutionized the alternative asset lifecycle and reporting process space, significantly reducing Black Diamond users’ time investment.
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Streamline Your Wealth Management Firm’s Success with SS&C
SS&C Technologies offers a distinctive business model that merges extensive expertise in financial services operations with cutting-edge software solutions.
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Black Diamond Application Programming Interface (API)
Empower your firm to enhance efficiency, accuracy, and effectiveness in managing wealth management operations.
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Retail Alts Present Wealth Managers with a Big Opportunity—and Big Operational Challenges
Wealth managers must understand the operational complexities and available solutions to incorporate alternatives into their portfolios and efficiently maintain client confidence.
- Whitepaper
Creating Winning Strategies for Ultra-High-Net-Worth Clients
To grow their business and address UNHW clients’ diverse needs, advisors must understand the market forces that are most important to these individuals and their families.
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Your Trusted Partner in Unique Asset Management
SS&C Innovest leads the industry with expertise across all unique asset classes.
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From Complexity to Clarity
A Guide to Technological Agility
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Elevate Your Worth with Net Worth Reporting
Expand your influence, improve client outcomes, and demonstrate value.
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BlueStem Wealth Partners
Revolutionized their business by transitioning to a fee-based model and overcoming annuity challenges with cutting-edge technology, dramatically boosting their client service and operational efficiency.
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Data Services
How to keep the lifeblood flowing.
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Trust Company of the South
“We were in the process of searching to add these new capabilities when SS&C acquired Innovest, and we immediately knew that the ability to consolidate our technologies under one company would be extremely advantageous.”
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Black Diamond Proposal Generation & Model Marketplace
With the combined power of Black Diamond’s next-generation Rebalancer and SS&C Rendezvous’ investment management expertise, advisors can leverage simplified workflows and recapture valuable time.
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SS&C Innovest Managed Services®
Providing Customized Outsourcing Solutions & Managed Services for Over 25 Years.
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Genesis Portfolio Management
The Future of Portfolio Management Starts Here
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Private Credit: Trends, Tech, and Future Trajectory
The rapid expansion of private credit investing has been an unmissable theme on Wall Street since the pandemic.
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Private Credit: Key Trends, Technology and Future Trajectory
Panel discussion as part of the Hedgeweek Insights webinar series.
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SS&C MineralWare | Modernizing Mineral Management
See what’s new with MineralWare 2.0
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SS&C Mineral Ware | Mineral Management. Simplified.
Manage Your entire portfolio of mineral trust accounts.
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HighGround Advisors
Leveraging SS&C MineralWare to streamline complex accounting & reporting for charitable organizations.
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Bridging the Tech Gap | How CRM Technologies Attract and Retain New Clients
Discover how a robust CRM can connect financial advisors and new generations of potential clients.
- Industry Brief
5 Considerations When Choosing a CRM for Your Advisory Firm
Ensure you have the right tools to build stronger relationships with your clients.
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An Ace Up Your Sleeve
Partnering for Portfolio Efficiency
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InvesTrust Wealth Management
“For over 20 years, we’ve been a strong supporter of the SS&C Innovest platform for the key operational aspects of trust accounting, reporting, and trading, as well as serving as a custodian for our third-party money managers.”
- Whitepaper
Enhancing Regulatory Compliance | Innovations in Email and Social Media Monitoring for Financial Advisors and Clients
Learn how to leverage technology to monitor digital communications and mitigate risk efficiently.
- Whitepaper
Breaking Down Silos
A Connected Investment Experience
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Inspire Trust Company
“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.”
- Product Brief
Black Diamond Digital Message Surveillance (DMS)
Manage compliance of digital communications from email, text, social media, and Black Diamond Timeline with simplification.
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Wealthquest
“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.”
- Whitepaper
Achieving Tax Alpha
Having the Right Tools for the Job
- Whitepaper
Managing Growth
How One Investment Firm Plans to Scale and Grow with Technology
- Product Brief
SS&C Accord
The power to connect harmoniously with SS&C Black Diamond
- Product Brief
Everything You Need to Know About Accessing Data in Geneva
Geneva Fundamentals
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It’s Not What You Make, It’s What You Keep
Tax-Efficient Investing
- Article
From Email to Social Media | Decoding Compliance Challenges in Wealth Management
By Martin Orbach, Vice President, Regulatory & Analytic Solutions, SS&C Risk & Compliance Intelligence
- Recorded Webinar
Cash Strategies in a Shifting Interest Rate Market
Unlocking insights, a deep dive for cash investors.
- Product Brief
Black Diamond CRM
A truly unified experience for advisors.
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Voted Best Portfolio Management System Provider
2023 Waters Rankings
- Article
Voted Best Accounting System Provider
2023 Waters Rankings
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Advent Insurance Marketplace Powered by DPL Overview Video
Insurance belongs inside financial plans.
- 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.
- Product Brief
Black Diamond Wealth Platform - For Family Offices
Manage unique and complex portfolios with an end-to-end, best-practice technology stack.
- Industry Report
Technology & Operations Trends in Wealth Management 2023
Pivotal moments explained by leading industry experts
- Whitepaper
Scaling a Holistic Financial Advice Business
The Products, Services, and Technology Needed to Compete
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Provide Holistic Financial Planning with Insurance
AIM’s best-in-class insurance solutions can help grow your firm and retain clients.
- Recorded Webinar
Move with the Markets
Investing in Credit and Derivatives
- Recorded Webinar
The Search for Scalable Growth
Complexity, Customization, and Competition
- Article
Beyond Stocks and Bonds
Investment Managers Navigate a Complex Market
- Product Brief
Everything You Need to Know About Monitoring Co-Sourced Operational Workflows
Advent Managed Services Fundamentals
- Recorded Webinar
Empowering Financial Advisors: Mastering Digital Communication and CX
Differentiate your business with a scalable and customizable client communication strategy.
- Whitepaper
Corporate Actions Processing
Ten common pain points and how to resolve them
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Geneva® Suite
Leverage an industry-standard and comprehensive portfolio and investor accounting technology platform to diversify your strategies and drive growth for your business.
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Anonymous - High-Net-Worth Family and Institutional Asset Management Firm
“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.”
- Whitepaper
Low Beta, High Alpha? Yes!
Leveraging Operations to Achieve the Right Balance in a Volatile Market
- Whitepaper
Charitably Minded: What Giving Vehicle Is Right For Your Clients?
Exploring tax-efficient charitable donation options to benefit your client and their charities.
- Industry Report
The Search for Scalable Growth
Investment managers views on complexity, customization, and competition.
- Whitepaper
How to Plan & Prepare for T+1
A Guide for Asset & Wealth Managers
- Video
Advent Genesis
Bring flexibility and scalability to complex portfolio management.
- Whitepaper
A Powerful Differentiator: Delivering a Personalized Investor Experience
Active managers have the chance to differentiate themselves with personalized, niche strategies.
- Article
SS&C Black Diamond: Empowering Women & Delivering Compliance Excellence
Jen Becher, Vice President Client Experience, discusses the accolades that reinforce why Black Diamond is an industry leader.
- Recorded Webinar
Maximizing Your Performance Marketing Strategies While Meeting Regulatory Requirements
Insights for private fund managers.
- Whitepaper
Preparing for DORA: What Does it Mean for Your Business?
Getting ready for the The Digital Operational Resilience Act (DORA)
- Product Brief
Advent Geneva® Operations Hub
Streamlined data governance, quality assurance, and operational transparency.
- Industry Report
Turning Point: The New Technologies Helping Hedge Funds Evolve
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.
- Whitepaper
Digitizing the Client Experience: Keeping Up with a Changing World
Learn how building trust in the digital age is essential for advisors.
- Industry Report
Aite Matrix: RIA Portfolio Management and Reporting Systems
Learn why SS&C’s Black Diamond took the top spot in the vendor and product strength categories.
- Case Study
First Trust Direct Indexing
“Outsourcing key operational and technical components to an organization that can add incremental resources as we grow is a great advantage.”
- Whitepaper
Special Needs Trust: How To Simplify Operations
Learn the value of Managed Services for Special Needs Trust administration.
- Article
Black Diamond Empowers Advisors with Complete Enterprise Solution
Steve Leivent, SVP & Co-General Manager of SS&C Advent, explains the strategy behind the Black Diamond® Wealth Platform.
- Article
Private Credit Funds: Challenges and Opportunities
Global Custodian featured interview with Bhagesh Malde, global head of SS&C GlobeOp, and Karen Geiger, Co-head of SS&C Advent.
- Case Study
Conestoga Capital Advisors LLC
“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.”
- Whitepaper
Direct Indexing: A Differentiator for Advisors in a Commoditizing Industry
Discover the benefits and how technology makes it more feasible for advisors.
- Recorded Webinar
SEC Exam: Let's Prepare for the Marketing Rule and Fiduciary Duty
When preparing, where should you focus your time and resources?
- Whitepaper
Drivers of Innovation
Six Key Trends Reshaping Asset and Wealth Managers’ Technology Strategies
- Article
Reinventing the Portfolio Management Experience
The Way Forward: Customization
- Recorded Webinar
Keep Your Book: How to Accelerate Your Transition to Independence
Learn how to retain and reclaim control of annuity assets from your previous broker-dealer.
- Whitepaper
Investing in Loans: Time to End the Paper Chase
How digital data solutions accelerate processing and settlement.
- Whitepaper
The Transformation of Private Equity
Your operational guide to staying competitive and profitable.
- Product Brief
Managed Applications
Move your technology to the cloud.
- Product Brief
Managed Operations
Outsource your operational processes.
- Product Brief
Managed Services
The flexible solution for technology hosting and operations outsourcing.
- Case Study
Correct Capital Wealth Management
Created operational efficiencies and streamlined workflows to allow for comprehensive annuity reviews now that they were fiduciaries under the new RIA.
- Video
Advent Managed Services Console
Replace outdated spreadsheets and emails with complete control and oversight.
- Article
Outsourcing Investment Models Allows Advisors to Focus on What They Do Best
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
- Video
SS&C Advent Client Story: Johnson Investment Council
Investment managers can start each day with confidence
- Article
The Path Forward: Client-Centric Strategies
Technology that makes it possible.
- Case Study
Advent Custodial Data and SS&C Innovest
“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.”
- Article
Rising Complexity Shifts Technology Needs
By Aani Nerlekar, Sr. Director, Solutions Management & Solutions Consulting, SS&C Advent
- Product Brief
AIM’s Breakaway Accelerator Program
You no longer need to leave your book of annuity assets behind when you become an independent RIA.
- Product Brief
Geneva® Investor Accounting & Reporting
Leverage an industry-standard and comprehensive investor accounting technology platform to diversify your strategies and drive growth for your business.
- Industry Report
Understanding Business Continuity in the Post-Pandemic Office
What's next for operations, technology, & managed services.
- Recorded Webinar
Elevate the Financial Planning Experience
Black Diamond and RightCapital offer an enhanced financial planning experience.
- Recorded Webinar
Innovest: Demystifying Trust Technology Solutions
Modernize your trust technology solution to achieve better client outcomes.
- Case Study
Decker Wealth Management
Selected Black Diamond as a differentiator for how they wanted to run their business.
- Product Brief
Investor Accounting for Private Markets
Everything You Need to Know About Investor Accounting for Private Markets
- Case Study
The Del Monte Group Story
Leveraged Black Diamond to better focus on their client’s entire wealth picture.
- Recorded Webinar
Monitoring Investors and Employees for Insider Trading
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.
- Industry Report
Technology & Operations Trends in Wealth Management 2022
Key developments explained by industry experts
- Whitepaper
GIPS 2020 is Shaking Up Performance Metrics & Reporting
There are many compliance benefits that come with the GIPS 2020 specifications, including those for alternatives.
- Whitepaper
Wealth Management Trends in Asia-Pacific
Challenges, opportunities and technology solutions
- Whitepaper
The Golden Age of Private Credit? Opportunity in Uncertain Times
Laying the operational foundation for success.
- Video
Are Your Proprietary Calculation Models a Barrier to Growth?
“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.”
- Product Brief
Advent Rules Manager
Easing the Compliance Burden
- Recorded Webinar
Delivering Portfolio Customization Without Increasing Operational Complexity
Portfolio managers are creating personalized experiences for investors to compete in today’s hypercompetitive environment.
- Video
What is Advent Managed Services?
With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.
- Recorded Webinar
Retain Clients’ Heirs With The Right Technology
Boomers are retiring at twice the rate. Are you ready for what comes next?
- Case Study
Klaas Financial
Elevated their level of client service by bringing operations in-house.
- Industry Brief
Wealth Managers and Investment Advisors: How to Add Value in a World of Free
Three areas your firm can differentiate your services in order to compete.
- Article
When Markets Fall, Investor Complaints Rise. Is Your Compliance Program Prepared?
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
- Product Brief
Innovest Payment Solutions
Sophisticated technology driving innovative, user-friendly solutions for retirement platforms, third-party administrators and their customers.
- Product Brief
Innovest Trust Solutions
Technology & scalability to drive trust accounting, philanthropy & self-directed IRA platforms.
- Whitepaper
Outsourcing Across The Buy Side—Look Before You Leap
Outsourcing business processes and technologies to specialist third parties is an integral part of the global investment management industry.
- Whitepaper
How Rising Interest Rates Call for Fresh Approaches to Wealth Management M&A Strategies
The evolving nature of acquisitions.
- Whitepaper
What's Next For Investment Operations?
Five drivers accelerating the trend toward managed services.
- Video
How Trust Companies Are Delivering First-Class Client Experiences
Client Story: Trust Company of the South
- Recorded Webinar
Critical Strategies for Turning Heirs into Clients
88% of heirs do not stay with their parents’ financial advisors.
- Product Brief
Advent Managed Services Console
Gain confidence and control with total transparency into your managed services operations.
- Whitepaper
Optimizing Fund Order Management and Distribution
The power of a flexible operating model
- Whitepaper
The Business Case for Managed Services
Build a compelling outsourcing case.
- Whitepaper
Why Hedge Fund Managers are Getting Into Private Equity
How to make it work.
- Video
Advent Genesis for Portfolio Managers
Optimize your firm’s portfolio management process.
- Recorded Webinar
Advances in RegTech: Managing Compliance Mandates
Why looking to Regulation Technology (RegTech) to support your FINRA, SEC, and FinCEN surveillance and oversight requirements is now a must-have.
- Whitepaper
Understanding RegTech: How to Manage the Increasing Complexity of Compliance
Six key compliance issues to address today
- Video
Portfolio Customization at Scale
Taking a client-centric approach with advanced technology
- Product Brief
SS&C Trust Suite
Clients expect more from their trust and wealth providers than ever before.
- Article
The SS&C Black Diamond Wealth Platform Reinforces the Human Touch
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.
- Recorded Webinar
Private Equity: Trends, Challenges, and Solutions
Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology.
- Industry Report
Customising the Portfolio Accounting Experience Relies on Superior Technology
The global private credit market has experienced significant growth. What does this mean for your operations and workflows?
- Recorded Webinar
Achieving Operational Excellence for Private Credit and Private Debt Strategies
Panel discussion as part of the Hedgeweek webinar series.
- Case Study
Kimery Wealth Management
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.
- Case Study
Essex Financial
The firm wanted to resolve issues with its client billing and reporting with a comprehensive, cloud-based technology solution.
- Product Brief
Geneva® Managed Services: Investor Allocations
Leverage our managed services offering to provide comprehensive investor accounting and servicing with a full-suite of NAV reporting on your behalf.
- Case Study
Atlas Brown
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.
- Case Study
Berman McAleer
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.
- Article
The 'New Normal' is Already Here. Have Firms Adapted?
WealthManagement.com 2022 Market Outlook
- Article
The Universal Wealth Platform: The Flexibility to Master Diverse Client Needs
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
- Whitepaper
Valuing Collateral and Managing Risk in Structured Lending
A Systematic Approach
- Video
AOS Named Best Outsourcing Provider
Advent Outsourcing Services named 2021 best outsourcing provider to the buy-side by WatersTechnology
- Whitepaper
How to Manage Intergenerational Wealth Transfer
Three critical strategies for advisors
- Product Brief
Black Diamond Client Relationship Timeline
Embark on a shared financial journey with your clients and other stakeholders through an intuitive digital experience.
- Product Brief
Black Diamond + Risk & Compliance Intelligence Platform
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.
- Product Brief
Black Diamond Compliance Oversight
Gain access to tools and services that help you effectively meet your regulatory requirements and uphold your own compliance initiatives.
- Video
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.”
- Whitepaper
Portfolio Customization at Scale: Technology Tools that Make It Possible
Active managers have the chance to differentiate themselves with personalized, niche strategies.
- Case Study
Caldwell Sutter Capital
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.
- Recorded Webinar
SS&C Salentica & Black Diamond: What’s New & What’s Next
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
- Article
Developing a Managed Operational Services Model
Roundtable Debate & Whitepaper Report.
- Video
Employee Story:
Ben Simmers on processing loans with Geneva Managed Services
“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.“
- Case Study
Schechter Investment Advisors
With its growing investment practice they sought out to find a more flexible, powerful, and robust reporting system that also offered tight custodial integrations.
- Article
Lessons Learned from the Pandemic and Tomorrow’s Opportunities
WealthManagement.com: 2021 Midyear Outlook.
- Whitepaper
Modernizing the Trust Company Client Experience
Exploring new solutions to accelerate digital transformation.
- Video
Employee Story:
David Hopcraft on Leveraging Managed Services and Geneva
“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.”
- Article
Keeping it Lean and Mean
After the pandemic, asset managers are increasingly turning to outsourced technology solutions.
- Whitepaper
Controlling Data Chaos: The Competitive Advantage of Marshalling Information
How to cope with information overload and benefit from the growing adoption of research management software.
- Article
From Money Manager to Financial Coach
Advisors pivot in response to changing client needs.
- Recorded Webinar
The Journey to Independence
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.
- Whitepaper
The World of Private Equity is Changing
How to up your operational game to stay competitive and profitable.
- Case Study
Forbes Family Trust
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.
- Whitepaper
Outsourcing for Business Continuity and Disaster Recovery
Lessons from a Pandemic: Business continuity and disaster recovery - what's required?
- Whitepaper
The Universal Wealth Management Platform
How one operating model serves multiple wealth segments.
- Case Study
Key Client Fiduciary Advisors
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.
- Product Brief
Black Diamond Wealth Platform - For Independent Broker-Dealers
Add and retain new clients, while also attracting new advisors with advanced technology.
- Product Brief
Black Diamond Wealth Platform - For Breakaway Advisors
The road to independence starts here.
- Industry Report
Technology & Operations Trends in Wealth Management 2021
Key Developments Explained by Industry Experts
- Info Kit
Data Management and Governance Take Center Stage
Managing data assets.
- Article
Bridging Private Equity and Hedge Funds
Private Equity Wire, European Service Provider Insights, May 2021
- Article
Appetite for Diversification to Underpin HK Progress
Global Fund Media, Hong Kong Fund Services in Focus, May 2021
- Recorded Webinar
The New Marketing Rule: A Focus on Performance
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.
- Product Brief
Everything You Need to Know About Your Internal Book of Records
Geneva® Fundamentals
- Product Brief
Everything You Need to Know About Fund Structure Accounting
Geneva® Fundamentals
- Recorded Webinar
What to Look for in a Managed Services Provider
5 key questions to ask.
- Whitepaper
Digital Transformation and What it Means for RIAs
It's not just a buzz phrase anymore, but an urgent imperative for success.
- Whitepaper
Better Ways to Work
Operational improvements emerging from the pandemic with SS&C Advent Professional Services.
- Video
Advent Investment Suite
Seamlessly integrated suite of investment management solutions.
- Case Study
Polunin Capital Partners
“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.”
- Article
Managers Seek Out Managed Services for Additional Support
Hedgeweek European Service Provider Insights 2021
- Info Kit
Geneva for Hedge Funds
Expansion puts alternatives at a technology crossroads.
- Info Kit
Geneva for Asset Managers
Leverage Geneva's comprehensive, global asset class coverage to diversify your strategies and differentiate your business.
- Info Kit
Geneva World Investor
Comprehensive investor accounting and servicing for any fund structure.
- Recorded Webinar
Better Together: Black Diamond and Salentica
Discover how the Black Diamond® Wealth Platform pairs perfectly with SS&C Salentica for CRM.
- Whitepaper
What to Look for in a Managed Services Provider
Five key questions.
- Product Brief
You Don’t Need Another Product. You Need a Partner.
Black Diamond is part of the LPL Financial Vendor Affinity Program.
- Product Brief
SS&C Advent Investment Suite Overview
Simplify your work. Empower your business.
- Recorded Webinar
Black Diamond + RCI: Delivering Compliance Confidence
Two SS&C products working together to provide an accurate and automated oversight experience.
- Case Study
CPS Investment Advisors
“Advent Genesis makes your portfolio managers more effective.”
- Recorded Webinar
Building an Effective Framework for Successful Data Governance Strategies
Managing data assets in 2021.
- Whitepaper
The Growing Impact of ESG on Global Investment Management
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.
- Article
The Importance of Support as Complexity Rises in Private Debt
HedgeWeek & PrivateEquityWire: Private Debt in Focus - 2021.
- Product Brief
Advent Insurance Marketplace Powered by DPL
Powered by DPL Financial Partners
- Whitepaper
Driving Front Office Productivity
An Overlooked Opportunity?
- Case Study
Anonymous - Equity Investment Manager - Healthcare Industries
“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
- Article
The Top 2020 Takeaway: Digital Client Engagement is Essential
WealthManagement.com: 2020 Year-end Outlook
- Video
Keeping Clients Engaged Using Technology
The trend toward digital client engagement.
- Recorded Webinar
Advent Investment Suite: Powerful Simplicity for a Complex Business
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.
- Whitepaper
Wealth Management Technology Forecast 2020-2023
A guide for navigating uncharted waters.
- Case Study
Aspen Private Advisors
Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management in order to build their client-centric RIA business.
- Case Study
Sp-Fund Management
“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.”
- Article
SS&C Advent Updates Key Offerings
The global pandemic is spurring upticks in demand for cloud-based and outsourcing options, SS&C reports.
- Recorded Webinar
Is Your Firm Compliant with the 2020 GIPS® Standards?
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.
- Article
Finding the Best Solution to Investment Managers’ Technology Needs
Africa Global Funds: Services Providers Awards 2020.
- Video
Black Diamond: Client View Application
Client-focused technology that works the way you do.
- Whitepaper
Sea Change: Ensuring Operational and Technology Readiness with Geneva
A guide for the LIBOR transition.
- Recorded Webinar
Efficient & Accurate Alternatives Reporting
Presented by SS&C GlobeOp and the Black Diamond Wealth Platform.
- Whitepaper
Private Credit and the Pandemic: Uncertainty Creates Opportunity
The operational foundation for success.
- Whitepaper
Meeting the Demand for Diversification
The operational foundation for a multi-asset environment.
- Product Brief
Black Diamond: Client View Application
Client-focused technology that works the way you do.
- Video
Investrack
Engage clients. Empower advisors.
- Whitepaper
Family Office Technology
How to build for growth.
- Product Brief
SS&C Advent Professional Services
Maximize the value of your tech investment.
- Product Brief
Advent Syncova® Calculation Engine
Scale your business and improve accuracy with automation.
- Product Brief
Geneva Migration Manager
Accelerate your Geneva upgrade and reduce costs.
- Industry Brief
The Advent Custodial Data Advantage
Automating your reconciliation process just makes good business sense.
- Case Study
Archvest Wealth Advisors
Selected cloud-based technology from the beginning, which resulted in a flexible work environment and support for the firm’s growth strategy.
- Video
Geneva - Built for Change
Why Geneva is the better choice.
- Article
Rise of Co-Sourcing as Client Needs Change
Hedgeweek: Technology Innovations In Focus 2020
- Recorded Webinar
Black Diamond Wealth Platform: Service as Powerful as the Technology it Supports
As your strategic partner, we act as an extension of your team.
- Video
Automating Fees with Geneva
“Geneva World Investor solves for hedge funds, private equity managers, asset managers, and fund administrators for their investor allocation needs.“
- Recorded Webinar
Uncover Front Office Transformations
As firms proactively manage risk, capital, and regulation, many are redefining their business model with innovation to gain a winning edge.
- Video
Industry Insight: Gary Berger, Partner at CohnReznick LLP
“Fund managers want to focus on generating alpha and their investment returns, and not focus on becoming a technology company.”
- Industry Brief
SS&C Advent Geneva & Eze Investment Suite
Improve accuracy and reduce risk in processing complex instruments.
- Video
Industry Analyst Insight: Cindy Sealey from Cutter Associates
The client lifecycle for asset and wealth managers.
- Industry Brief
Simplify Rebalancing for Complex Portfolios
Provide your clients with portfolios that better meet their needs.
- Video
Client Story: James Meadows from Manitou Investment Management
SS&C Advent provides the perfect end-to-end solution to help enrich the client experience.
- Video
Industry Insight: Gail Bernstein from Investment Advisor Association
What software vendors need to know to better serve advisors.
- Product Brief
Tamale RMS Infographic
Helping you optimize the value of research.
- Product Brief
Investrack Document Management
Enhancing client engagement through personalized document delivery.
- Product Brief
Investrack Workflow Management
Streamline and strengthen your mission-critical business processes.
- Case Study
Reby Advisors
Increased productivity by transitioning to Black Diamond’s fully integrated, proactive and robust Rebalancer.
- Case Study
Zevenbergen Capital Investments
“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.”
- Whitepaper
GIPS® Committees & Working Groups
A review of standard practices.
- Whitepaper
Best Practices in Composite Management
A guide for firms new to compliance with the GIPS® standards.
- Video
Client Story: Glenn Warden from Bahl & Gaynor
Advent Outsourcing Services, APX and Moxy provide a “Cadillac-like“ experience.
- Whitepaper
Sleeve Accounting With SS&C Advent
GIPS has changed everything.
- Video
Hedge Fund & Private Equity – Blurring Lines
“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.”
- Article
Transparency and Timeliness as Client Base Becomes More Diverse
Private Equity Wire: European Service Provider Insight.
- Article
Managing Diverse Assets in the New World
HFM EU Services Awards: Winners Report 2020.
- Video
CohnReznick Expertise for Emerging Managers
“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.”
- Case Study
AdvicePeriod
Built a technology–forward, modern wealth management firm with Black Diamond as the core system of their tech-stack.
- Whitepaper
Data Governance
Why investment organizations can’t do without it.
- Whitepaper
The Rise of Direct Indexing in a Zero Commission World
Rebalancing technology ushers in new era of risk-adjusted performance.
- Video
Advent Genesis: A Single Solution for Portfolio Management
Cutting edge technology. scalability and customization for active portfolio management.
- Video
Our Commitment to You
Karen Geiger, Senior Vice President and Co-General Manager describes the development strategy for SS&C Advent solutions.
- Article
Demand for Technology Continues as Appetite for Alternatives Persists
Hedgeweek European Service Provider Insights: Special Report 2020.
- Recorded Webinar
Black Diamond Rebalancer: Agility During Market Uncertainty
Proactively safeguard your clients from undesirable risk.
- Product Brief
Advent Corporate Actions for APX
Overcome the challenges of Corporate Actions Processing in APX using Advent Corporate Actions.
- Video
Harness Today’s Tech
The best technology fades into the background.
- Case Study
IBS Capital Allies
“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.”
- Recorded Webinar
2020 SEC Exam Priorities and Practical Compliance Solutions
We have partnered with Focus 1 Associates to bring you a detailed webinar focusing on the changes your firm can expect in 2020.
- Video
Support Operational Success
By delivering normalized data.
- Recorded Webinar
A Complete Trading and Compliance Solution
View the recording to learn how SS&C Advent’s trading and compliance solution can effectively benefit your bottom line.
- Product Brief
Planning for Technology Stack Success
Top questions advisors should ask technology providers.
- Product Preview
Geneva World Investor
A single, integrated, end-to-end solution for portfolio, fund, and investor accounting.
- Industry Report
Asset Owner Investment Insourcing
Building the foundations for success
- Video
Top 3 Reasons Clients Use Advent Outsourcing Services
Let us help you better serve your clients.
- Product Brief
Black Diamond Service Model
We embody the true meaning of a technology partner.
- Video
What’s Next on the Digital Journey?
Technology is built for both today’s realities and tomorrow’s possibilities.
- Product Preview
Advent Genesis
Watch the product preview to learn more about Advent Genesis.
- Video
Client Story: TIG Advisors
“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
- Video
Client Story: Fieldpoint Private Bank & Trust
Providing an ongoing partnership.
- Video
Moving the Industry Forward
Since the launch of the Black Diamond Wealth® Platform, we have expanded the breath of our offering and the scope of our core capabilities.
- Product Brief
Portfolio Management and Trading
Streamline your workflows with a single solution.
- Product Brief
Advent Corporate Actions for Geneva
Overcome the challenges of corporate actions processing with Geneva®.
- Product Brief
Advent Custodial Data® and Advent Portfolio Data
Industry-Leading Global Connectivity to Custodians, Prime Brokers, Administrators.
- Recorded Webinar
2020 GIPS Standards and Emerging Performance Trends
View the recording to learn the 2020 GIPS® standards and emerging performance trends.
- Video
Client Story: Doug Turner from Diversified Trust
“It gives us the ability to deliver the solutions our clients are looking for, especially that next generation of clients.” – Diversified Trust
- Video
Client Story: Plante Moran Financial Advisors
A true partnership from day one.
- Video
Client Story: Parallel Financial Advisors
Learn how one advisory firm engages their clients.
- Product Brief
Geneva Elements
Our industry-leading solution, cutting-edge for tomorrow's investor.
- Industry Report
Expansion Puts Alternatives at a Technology Crossroads
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.
- Article
Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices
WealthManagement.com - 2020 Market Outlook.
- Whitepaper
Digitizing the Client Experience to Compete and Grow
Driving your business for the long run.
- Case Study
Stonehage Fleming
“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.”
- Industry Report
C-Suite Confidential: Ten Key Tech & Ops Trends
For the wealth management sector looking into 2020.
- Recorded Webinar
Systemized Fee Calculations
Fee structures will only continue to grow in complexity. View the webinar to investigate the operational complexities of managing alternative fee structures.
- Video
Driving Innovation with Black Diamond
Financial advisors are bound to face obstacles in their practices at some point and innovation can help address some of those challenges.
- Case Study
Manitou Investment Management
“Using Advent Data Solutions allows us to reconcile around 1,500 accounts—all transactions, all positions—in less than 10 minutes every morning.”
- Product Brief
Geneva Optimization Services
Get more value from Geneva.
- Product Brief
Advent Revenue Center
Comprehensive invoicing and revenue management. Advent Revenue Center helps firms maximize revenue, increase efficiencies, and reduce risks and errors.
- Article
SS&C Advent Embraces AI for Product Development
The company is using machine learning and natural-language processing technology to enhance its Tamale and Geneva platforms.
- Product Brief
Upgrade Services
Stay up to date to make the most of your technology
- Product Brief
Custom Engineering Services
Solutions for unique reporting and workflow needs.
- Case Study
Dalton, Greiner, Hartman, Maher & Co., LLC
“What convinced us to go with APX was that we could pull the work of five systems together on a single platform.”
- Case Study
Dalton, Greiner, Hartman, Maher & Co., LLC
Advent Services delivers 'on-time, on-budget' APX implementation for DGHM.
- Article
Five Trends Driving Technology Decisions
Daniel Eriksson and Shana Bruner discuss trends in asset and wealth management.
- Article
Platform Integration: Quality Matters More than Quantity
WM.com Midyear 2019 article.
- Product Preview
SS&C Black Diamond Wealth Platform
Discover the power of this award-winning wealth management platform.
- Whitepaper
SEC Exam Survival Guide
Prepare in 12 steps.
- Article
Salentica voted Best Cloud-Based Application Provider
Waters Ranking 2019 Awards - Waters Technology readers have voted Salentica as the best cloud-based application provider.
- Article
The Data Demand
Roger Woolman, Director, Funds and Alternatives at SS&C Advent, reflects on the present demands coming from investors in his interview with HFM Global.
- Product Preview
Asset and Wealth Management Suite
Watch the product preview to learn more about Advent's end-to-end solution for asset and wealth managers.
- Article
Cloud Hosting Can Help Improve System Agility
In his latest interview with Hedgeweek, Roger Woolman, Director, Funds and Alternatives at SS&C Advent, shares his views.
- Case Study
KuE Capital
“Having Tamale to organize all our information in an intelligent manner ultimately leads to making better investment decisions.“
- Video
Black Diamond Relationship Timeline
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.
- Recorded Webinar
Scaling Investment Management
Presented by: Black Diamond Wealth Platform, State Street Global Advisors and SMArtX.
- Whitepaper
Is Private Debt the New Hedge Fund?
The attraction and growing popularity behind private funds debt.
- Case Study
Avalon Advisors, LLC
“Working with the Advent Outsourcing Services (Managed Services) team has improved our workflows and efficiency tremendously.“
- Product Brief
Advent Custodial Data
Speedy, secure, simple. Reconciliation done right.
- Video
Black Diamond Platform Partner: SS&C Salentica
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.
- Industry Report
Differentiate Your Treasury Technology Platform
Stop letting incremental profitability leak away.
- Video
Black Diamond Leadership: Integrations
Listen as Justin Wayne, Senior Solutions Manager, talks about how integrations are a core piece of the Black Diamond Wealth Platform.
- Product Brief
Advent TransPort
Need to customize Advent Custodial Data (ACD) data? Save time by automating the process.
- Recorded Webinar
Geneva World Investor
Streamline investor accounting and reporting with Geneva World Investor.
- Case Study
Bahl & Gaynor Investment Counsel
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.
- Product Brief
Geneva® with Advent Managed Services
An unmatched combination of industry-leading technology and operational expertise.
- Product Brief
Black Diamond Wealth Platform
Revolutionizing the wealth management experience.
- Recorded Webinar
Your Firm is Unique, Your Outsourcing Should Be Too
Leading technology and operational expertise.
- Video
Alternative Data Commentary
Mary Storrs of Cutter Associates.
- Video
Ziegler Capital Management
Matthew Kowieski, Director of Operations at Ziegler Capital Management, discusses the APX suite
- Video
SS&C Global Solutions Management
“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
- Video
Black Diamond Leadership: Technology and Recruiting
Steve Leivent, Senior VP at Black Diamond, discusses technology innovation as a game changer for both our clients and the team members we recruit.
- Video
Client Story: Richey Kemmling from ACA Compliance Services
Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA.
- Video
Investrack
Advisor and client portal.
- Video
Client Story: Quest Investment Management
Doug Goebel from Quest Investment Management discusses why APX is the “industry-tested suite” that empowers better investment decisions.
- Video
Client Story: Applied Fund Solutions
“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
- Product Preview
Tamale RMS
Watch the product preview to learn more about Tamale RMS.
- Product Preview
Salentica Engage
Watch the Product Preview to learn more about Salentica Engage.
- Product Preview
Salentica Elements
Watch the product preview to learn more about Salentica Elements.
- Product Preview
Advent Portfolio Exchange
Global portfolio management with multi-currency accounting and comprehensive instrument coverage.
- Video
Client Story: BDF
Black Diamond Link for APX and Axys provides tools that make a powerful client portal the center of client conversations.
- Video
Executive Overview: Eli George
Eli George, Senior Director of Solutions Management, discusses the features and benefits of Black Diamond Link for APX and Axys.
- Video
Client Story: Capital Counsel
Matthew Friedman of Capital Counsel discusses how the Modestspark portal allows clients to view their account information in an easy to use, accessible way.
- Video
Black Diamond Client Experience
You can deliver a personalized digital experience for your clients.
- Video
Modestspark - Powering the Client Experience
Watch the video to learn about the Modestspark client experience.
- Video
Client Story: Duane D'Orazio from Conestoga
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.
- Video
Geneva for Asset Managers
The only question is: are you ready?
- Video
Black Diamond
Where advisors and clients connect.
- Video
Client Story: Michael Scott from CPS
Michael Scott with CPS Investment Advisors discusses the search for a solution to increase efficiency and the benefits of choosing Advent Genesis™ with Moxy®.
- Recorded Webinar
Managing Private Equity Funds with Geneva World Investor
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.
- Video
Employee Story - Matt Ahlstrand
Matt Ahlstrand, VP describes how APX solves the core needs of investment managers and the value in partnering with SS&C Advent.
- Case Study
Pareto Asset Management
“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.”
- Case Study
IBS Capital Allies
“Outsourcing the back office to SS&C Advent has been one of the best business decisions we ever made.”
- Case Study
London & Capital Group
“SS&C Advent's order management and portfolio management systems are fundamental to the way we trade, model, and execute.“
- Product Brief
Advent Market Data
Integrate your market data sources seamlessly in the cloud.
- Product Brief
Advent Portfolio Data
A single solution to manage your portfolio data.
- Product Brief
Investrack Advisor and Client Portal
Thrive on a better client experience.
- Whitepaper
Outsourcing Bank Treasury Operations
The simple solution to growing business complexity.
- Whitepaper
What You Need to Know Before You Launch
A guide for emerging managers.
- Whitepaper
Merger and Acquisition Activity for Investment Advisors
Why the right technology stack matters.
- Whitepaper
Wealth Management Firms: Deliver ROI From CRM
Acquire optimal value and competitive advantage from your core technology platform.
- Whitepaper
Technology and Operations Outsourcing
A guide for Asset and Hedge Fund Managers.
- Industry Report
Trends Reshaping Asset Management
There’s nothing “traditional” about it.
- Whitepaper
Technology and Operations Outsourcing
A Guide for Asset and Wealth Managers.
- Product Brief
Salentica Elements on the Salesforce Lightning Platform
A turnkey, yet configurable solution built on the Lightning Platform by Salesforce.
- Industry Brief
Modestspark: An SS&C Advent Solution
Integrated digital platform for APX and Axys.
- Product Brief
Black Diamond Link: Modernize the User Experience
Engage clients more effectively and strengthen relationships.
- Product Brief
Salentica Engage on Microsoft Dynamics 365
A configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
- Product Brief
Client Experience Portal
Home to your client's entire financial life
- Product Brief
Black Diamond Rebalancer
Flexibility to support the most sophisticated structures.
- Product Brief
Tamale RMS for Asset Managers
Get your research anywhere, any time.
- Product Brief
Tamale RMS for Asset Owners
Enhance your manager research and due diligence process.
- Product Brief
Geneva for Asset Managers
Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.
- Product Brief
Advent Portfolio Exchange
Simplify portfolio accounting and reporting
- Product Brief
Advent Genesis
The modern solution for an evolving industry
- Case Study
Anonymous - Diversified Private Investment Firm
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.
- Case Study
Ziegler Capital Management
“The Advent suite just made sense for us.”
- Case Study
J.P. King Advisors, Inc.
“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.
- Case Study
Disciplined Growth Investors (APX)
Advent allows better client service and mandate adherence at DGI.
- Case Study
Lincluden Investment Management
“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.
- Case Study
Anonymous - State Division of Investment Services
“The whole migration to Geneva came in on time and under budget.”
- Case Study
William Jones Investment Management (APX)
Williams Jones Merges Multiple Platforms Into One: SS&C Advent.
- Video
Advent Outsourcing Services
With the support of a partner that understands your business, and the perfect combination of technology and market expertise, check out Advent Outsourcing Services.