• Video
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

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.”

Watch Now
  • Info Kit
Client Portal
Portfolio Management, Accounting & Reporting

Tools For Building Your Independent RIA

You may be breaking away. But you are not alone.

Read More
  • Case Study
Portfolio Management, Accounting & Reporting

Arrowroot Family Office

Arrowroot Family Office sought to expand their service model to include access to insurance products and services.

Read More
  • Whitepaper
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Portfolio Customization at Scale: Technology Tools that Make It Possible

Active managers have the chance to differentiate themselves with personalized, niche strategies.

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  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.

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  • Recorded Webinar
Client Relationship Management

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.

Watch Now
  • Article
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

Developing a Managed Operational Services Model

Roundtable Debate & Whitepaper Report.

Read More
  • Recorded Webinar
Client Portal
Client Relationship Management
Portfolio Management, Accounting & Reporting

Modernizing the Trust Company Client Experience

Watch Now
  • Video
Fund Accounting
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

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.“

Watch Now
  • Recorded Webinar
Client Relationship Management
Data Management

Ransomware Awareness: How to Protect Your Firm

Watch Now
  • Case Study
Client Portal
Portfolio Management, Accounting & Reporting

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.

Read More
  • Article
Client Relationship Management
Outsourcing

Lessons Learned from the Pandemic and Tomorrow’s Opportunities

WealthManagement.com: 2021 Midyear Outlook.

Read More
  • Whitepaper
Client Portal
Trading, Rebalancing & Compliance
Portfolio Management, Accounting & Reporting

Modernizing the Trust Company Client Experience

Exploring new solutions to accelerate digital transformation.

Read More
  • Info Kit
Trading, Rebalancing & Compliance

Advent Genesis

Streamline portfolio construction and rebalancing with a scalable, cloud-based solution

Read More
  • Whitepaper
Portfolio Management, Accounting & Reporting

Digitizing the Client Experience to Compete and Grow

Driving your business for the long run.

Read More
  • Info Kit
Portfolio Management, Accounting & Reporting

Geneva for Emerging Managers

Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery and co-sourcing.

Read More
  • Info Kit
Portfolio Management, Accounting & Reporting

Geneva World Investor

Comprehensive investor accounting and servicing for any fund structure.

Read More
  • Info Kit
Portfolio Management, Accounting & Reporting

Geneva for Asset Managers

Leverage Geneva's comprehensive, global asset class coverage to diversify your strategies and differentiate your business.

Read More
  • Info Kit
Client Portal
Implementation & Professional Services
Portfolio Management, Accounting & Reporting

Why the Black Diamond Wealth Platform Stands Out From the Competition

A four-part series of fireside chats where our product experts share their outlook on our product development strategy.

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  • Info Kit
Data Management
Portfolio Management, Accounting & Reporting

Data Management and Governance Take Center Stage

Managing data assets.

Read More
  • Info Kit
Portfolio Management, Accounting & Reporting

Advent Outsourcing Services

An unmatched combination of industry-leading technology and operational expertise. 

Read More
  • Info Kit
Implementation & Professional Services
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform

Searching for a new wealthtech stack? Look for robust, next-generation technology and best-in-class service.

Read More
  • Info Kit
Portfolio Management, Accounting & Reporting

Geneva for Hedge Funds

Expansion puts alternatives at a technology crossroads.

Read More
  • Industry Report
Portfolio Management, Accounting & Reporting

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.

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  • Info Kit
Trading, Rebalancing & Compliance

Solve the Regulatory Challenge

Effectively manage oversight initiatives.

Read More
  • Info Kit
Data Management

Advent Data Solutions

Access timely and consolidated account-level information from a growing network of portfolio data sources.

Read More
  • Info Kit
Research Management

Tamale RMS for Asset Managers

Leverage Tamale to drive productivity and make better informed decisions to gain a competitive edge.

Read More
  • Info Kit
Research Management

Tamale RMS for Asset Owners

Strengthen due diligence with the ability to track manager interactions.

Read More
  • Video
Outsourcing
Portfolio Management, Accounting & Reporting

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.”

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  • Video
Client Portal
Portfolio Management, Accounting & Reporting

Advent Insurance Marketplace Powered by DPL Overview Video

Insurance belongs inside financial plans.

Watch Now
  • Article
Portfolio Management, Accounting & Reporting
Fund Accounting
Outsourcing

Keeping it Lean and Mean

After the pandemic, asset managers are increasingly turning to outsourced technology solutions.

Read More
  • Whitepaper
Research Management

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.

Read More
  • Article
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

From Money Manager to Financial Coach

Advisors pivot in response to changing client needs.

Read More
  • Product Brief
Trading, Rebalancing & Compliance

Advent Genesis

Optimize portfolio management

Read More
  • Recorded Webinar
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.

Watch Now
  • Whitepaper
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

The World of Private Equity is Changing

How to up your operational game to stay competitive and profitable.

Read More
  • Case Study
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

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.

Read More
  • Product Brief
Outsourcing
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Portfolio Management and Trading

Streamline your workflows with a single solution.

Read More
  • Recorded Webinar
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Integrations: Empowering Possibilities

Save time, expand your offering, elevate the client experience, eliminate duplicative work, and so much more - that's the power of integrated technology.

Watch Now
  • Whitepaper
Fund Accounting
Fund Order Management
Outsourcing
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Outsourcing for Business Continuity and Disaster Recovery

Lessons from a Pandemic: Business continuity and disaster recovery - what's required?

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  • Whitepaper
Client Portal
Trading, Rebalancing & Compliance
Portfolio Management, Accounting & Reporting

The Universal Wealth Management Platform

How one operating model serves multiple wealth segments.

Read More
  • Product Brief
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform - Platform Partner

A complete platform enhanced by our partners.

Read More
  • Product Brief
Portfolio Management, Accounting & Reporting

Everything You Need to Know About Processing Loans and Credit Investments

Geneva® Fundamentals

Read More
  • Case Study
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.

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  • Product Brief
Client Portal
Trading, Rebalancing & Compliance
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform - For Independent Broker-Dealers

Add and retain new clients, while also attracting new advisors with advanced technology.

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  • Product Brief
Client Portal
Trading, Rebalancing & Compliance
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform - For Breakaway Advisors

The road to independence starts here.

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  • Product Brief
Client Portal
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform - For Family Offices

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

Read More
  • Video
Client Portal
Portfolio Management, Accounting & Reporting

Client Story Triad Hybrid Solutions

Innovative, flexible, and cost-effective solution drives growth.

Watch Now
  • Industry Report
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance
Client Portal
Outsourcing

Technology & Operations Trends in Wealth Management 2021

Key Developments Explained by Industry Experts

Read More
  • Industry Report
Fund Accounting
Portfolio Management, Accounting & Reporting

Trends Reshaping Asset Management

There’s nothing “traditional” about it.

Read More
  • Product Brief
Outsourcing
Fund Accounting

Black Diamond Wealth Platform

Revolutionizing the wealth management experience.

Read More
  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Insurance, Integrated

See how advisors can easily discover, evaluate, implement, and report on insurance and annuities for their clients right from within the Black Diamond® Wealth Platform.

Watch Now
  • Article
Portfolio Management, Accounting & Reporting
Fund Accounting
Outsourcing

Bridging Private Equity and Hedge Funds

Private Equity Wire, European Service Provider Insights, May 2021

Read More
  • Article
Portfolio Management, Accounting & Reporting
Fund Accounting
Outsourcing

Appetite for Diversification to Underpin HK Progress

Global Fund Media, Hong Kong Fund Services in Focus, May 2021

Read More
  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

What You Need to Know Before You Launch

A guide for emerging managers.

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  • Product Brief
Client Portal
Portfolio Management, Accounting & Reporting

Planning for Technology Stack Success

Top questions advisors should ask technology providers.

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  • Product Brief
Outsourcing

Advent Outsourcing Services

The Flexible Solution for Technology Hosting and Operational Outsourcing

Read More
  • Product Brief
Outsourcing
Reconciliation & Workflow Management

Advent Outsourcing Services: Cloud Delivery

Move Your Technology to the Cloud

Read More
  • Product Brief
Outsourcing

Advent Outsourcing Services: Operational Services

Outsource Your Operational Processes

Read More
  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.

Watch Now
  • Product Brief
Portfolio Management, Accounting & Reporting

Everything You Need to Know About Fund Structure Accounting

Geneva® Fundamentals

Read More
  • Product Brief
Portfolio Management, Accounting & Reporting

Everything You Need to Know About Your Internal Book of Records

Geneva® Fundamentals

Read More
  • Whitepaper
Portfolio Management, Accounting & Reporting

Striking the Right Balance Between M&As and Organic Growth

A guide for wealth managers.

Read More
  • Recorded Webinar
Outsourcing
Portfolio Management, Accounting & Reporting

What to Look for in a Managed Services Provider

5 key questions to ask.

Watch Now
  • Whitepaper
Data Management
Portfolio Management, Accounting & Reporting

Survey Report: Data Management and Governance Take Center Stage

Managing data assets in 2021.

Read More
  • Whitepaper
Client Portal
Trading, Rebalancing & Compliance
Portfolio Management, Accounting & Reporting

Digital Transformation and What it Means for RIAs

It's not just a buzz phrase anymore, but an urgent imperative for success.

Read More
  • Whitepaper
Implementation & Professional Services
Outsourcing

Better Ways to Work

Operational improvements emerging from the pandemic with SS&C Advent Professional Services.

Read More
  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

London & Capital Group

“SS&C Advent's order management and portfolio management systems are fundamental to the way we trade, model, and execute.“

Read More
  • Whitepaper
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

Driving Front Office Productivity

An Overlooked Opportunity?

Read More
  • Info Kit
Client Portal

Investrack

Portals for investment managers.

Read More
  • Product Preview
Portfolio Management, Accounting & Reporting

Advent Portfolio Exchange

Global portfolio management with multi-currency accounting and comprehensive instrument coverage.

Read More
  • Product Preview
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform

Where advisors and clients connect.

Read More
  • Video
Client Relationship Management

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.

Watch Now
  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

Technology and Operations Outsourcing

A guide for Asset and Hedge Fund Managers.

Read More
  • Video
Client Portal

Investrack

Advisor and client portal.

Watch Now
  • Product Brief
Fund Accounting
Portfolio Management, Accounting & Reporting

Geneva for Asset Managers

Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.

Read More
  • Video
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management
Trading, Rebalancing & Compliance

Advent Investment Suite

Seamlessly integrated suite of investment management solutions.

Watch Now
  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.”

Read More
  • Product Brief
Portfolio Management, Accounting & Reporting
Fund Accounting
Outsourcing

Geneva for Institutional Asset Managers

Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.

Read More
  • Article
Outsourcing
Fund Accounting
Portfolio Management, Accounting & Reporting

Managers Seek Out Managed Services for Additional Support

Hedgeweek European Service Provider Insights 2021

Read More
  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Better Together: Black Diamond and Salentica

Discover how the Black Diamond® Wealth Platform pairs perfectly with SS&C Salentica for CRM.

Watch Now
  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

CCO Speaks: Insights from Recent SEC Examinations

In FY2020 the Office of Compliance Inspections and Examinations (OCIE) conducted 2,950 examinations that covered 15 percent of all SEC-registered investment advisers.

Watch Now
  • Product Brief
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

You Don’t Need Another Product. You Need a Partner.

Black Diamond is part of the LPL Financial Vendor Affinity Program.

Read More
  • Whitepaper
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

What to Look for in a Managed Services Provider

Five key questions.

Read More
  • Product Brief
Portfolio Management, Accounting & Reporting

Geneva for Alternative Investment Management

Embrace change with the perfect combination of technology and outsourcing

Read More
  • Product Brief
Investor Servicing
Portfolio Management, Accounting & Reporting

SS&C TNR

An integrated technology platform designed for private equity operations.

Read More
  • Product Brief
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

SS&C Advent Investment Suite Overview

Simplify your work. Empower your business. 

Read More
  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Black Diamond + RCI: Delivering Compliance Confidence

Two SS&C products working together to provide an accurate and automated oversight experience.

Watch Now
  • Case Study
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

IBS Capital Allies

“For me, it is fun to work with SS&C Advent. We are partners, and together we grow and move forward.”

Read More
  • Whitepaper
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Adding Value in a World of Free

The new paradigm for financial advisors.

Read More
  • Case Study
Outsourcing
Portfolio Management, Accounting & Reporting

Diversified Trust

In search of the complete reporting solution, Diversified Trust needed to expand its ability to report on alternative assets and enhance the client experience.

Read More
  • Video
Outsourcing
Reconciliation & Workflow Management

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.

Watch Now
  • Case Study
Outsourcing
Reconciliation & Workflow Management

Ativo Capital Management, LLC

“We can be much more efficient operationally by utilizing Advent Outsourcing Services.”

Read More
  • Case Study
Portfolio Management, Accounting & Reporting

William Jones Investment Management (APX)

Williams Jones Merges Multiple Platforms Into One: SS&C Advent.

Read More
  • Case Study
Portfolio Management, Accounting & Reporting

Disciplined Growth Investors (APX)

Advent allows better client service and mandate adherence at DGI.

Read More
  • Case Study
Outsourcing
Portfolio Management, Accounting & Reporting

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.

Read More
  • Case Study
Fund Accounting
Portfolio Management, Accounting & Reporting

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.

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  • Industry Report
Fund Accounting

Operational Support for Closed-End Funds: A Drive for Innovation

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.

Read More
  • Industry Brief
Fund Accounting
Portfolio Management, Accounting & Reporting

Geneva

Real-time portfolio management and accounting, investor accounting, and reporting.

Read More
  • Product Brief
Fund Accounting
Investor Servicing

Geneva World Investor

Comprehensive investor accounting and servicing for any fund structure.

Read More
  • Industry Brief
Client Portal

Modestspark: An SS&C Advent Solution

Integrated digital platform for APX and Axys.

Read More
  • Product Brief
Client Relationship Management

Salentica Data Broker Platform for Microsoft Dynamics 365

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.

Read More
  • Product Brief
Client Relationship Management

Salentica Data Broker Platform for Salesforce

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform.

Read More
  • Whitepaper
Outsourcing
Reconciliation & Workflow Management

Technology and Operations Outsourcing

A Guide for Asset and Wealth Managers.

Read More
  • Whitepaper
Outsourcing
Portfolio Management, Accounting & Reporting

The Disappearing Digital Divide

Keys to connecting with tech-savvy investors.

Read More
  • Whitepaper
Outsourcing
Portfolio Management, Accounting & Reporting

Merger and Acquisition Activity for Investment Advisors

Why the right technology stack matters.

Read More
  • Whitepaper
Client Relationship Management

Wealth Management Firms: Deliver ROI From CRM

Acquire optimal value and competitive advantage from your core technology platform.

Read More
  • Whitepaper
Data Management

Data Services

How to keep the lifeblood flowing.

Read More
  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

IFRS

Highlighting the value of system future proofing.

Read More
  • Whitepaper
Client Portal

Best Practices in Reconciliation

Ten steps to greater productivity and performance.

Read More
  • Whitepaper
Implementation & Professional Services

Outsourcing Bank Treasury Operations

The simple solution to growing business complexity.

Read More
  • Recorded Webinar
Fund Accounting
Investor Servicing

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. 

Watch Now
  • Video
Portfolio Management, Accounting & Reporting

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.

Watch Now
  • Video
Trading, Rebalancing & Compliance

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®.

Watch Now
  • Video
Trading, Rebalancing & Compliance

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.

Watch Now
  • Video
Fund Accounting
Portfolio Management, Accounting & Reporting

Geneva for Asset Managers

The only question is: are you ready?

Watch Now
  • Video
Client Portal

Modestspark - Powering the Client Experience

Watch the video to learn about the Modestspark client experience.

Watch Now
  • Video
Client Portal

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.

Watch Now
  • Video
Client Portal

Client Story: BDF

Black Diamond Link for APX and Axys provides tools that make a powerful client portal the center of client conversations.

Watch Now
  • Video
Client Portal

Executive Overview: Eli George

Eli George, Senior Director of Solutions Management, discusses the features and benefits of Black Diamond Link for APX and Axys.

Watch Now
  • Video
Portfolio Management, Accounting & Reporting

Client Story: Quest Investment Management

Doug Goebel from Quest Investment Management discusses why APX is the “industry-tested suite” that empowers better investment decisions.

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  • Video
Fund Accounting
Portfolio Management, Accounting & Reporting

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

Watch Now
  • Video
Client Portal
Portfolio Management, Accounting & Reporting

SS&C Advent for Wealth Managers

Watch Now
  • Video
Fund Accounting
Portfolio Management, Accounting & Reporting

SS&C Advent for Hedge Funds

Watch Now
  • Video
Fund Accounting
Portfolio Management, Accounting & Reporting

SS&C Advent for Asset Managers

Watch Now
  • Video
Outsourcing
Reconciliation & Workflow Management

SS&C Advent Outsourcing Services

Watch Now
  • Video
Revenue Management

Client Story: Richey Kemmling from ACA Compliance Services

Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA.

Watch Now
  • 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.

Watch Now
  • Video
Portfolio Management, Accounting & Reporting

Ziegler Capital Management

Matthew Kowieski, Director of Operations at Ziegler Capital Management, discusses the APX suite

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  • Video
Data Management

Alternative Data Commentary

Mary Storrs of Cutter Associates.

Watch Now
  • Case Study
Trading, Rebalancing & Compliance

Ziegler Capital Management

“The Advent suite just made sense for us.”

Read More
  • Whitepaper
Investor Servicing

The Technology Impact on Business Valuation

Optimizing and monetizing your life's work.

Read More
  • Recorded Webinar
Outsourcing

Your Firm is Unique, Your Outsourcing Should Be Too

Leading technology and operational expertise.

Watch Now
  • Case Study
Outsourcing

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. 

Read More
  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Geneva World Investor

Streamline investor accounting and reporting with Geneva World Investor.

Watch Now
  • 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.

Watch Now
  • Industry Report
Margin & Finance Management

Differentiate Your Treasury Technology Platform

Stop letting incremental profitability leak away.

Read More
  • Product Brief
Client Relationship Management

Salentica Engage on Microsoft Dynamics 365

A configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.

Read More
  • Product Brief
Client Relationship Management

Salentica Elements on the Salesforce Lightning Platform

A turnkey, yet configurable solution built on the Lightning Platform by Salesforce.

Read More
  • Case Study
Fund Accounting
Portfolio Management, Accounting & Reporting

Quantopian Management, L.P.

Using Geneva for fast and accurate P&L and Advent Outsourcing Services for operational services provides Quantopian a scalable platform and services with which to run their business.

Read More
  • Case Study
Outsourcing

Bahl & Gaynor Investment Counsel

Bahl & Gaynor Investment Counsel has a very focused investment philosophy, summed up by its trademarked tagline: Dividends Pay Dividends.®

Read More
  • Video
Portfolio Management, Accounting & Reporting

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.

Watch Now
  • Whitepaper
Portfolio Management, Accounting & Reporting

Turn Heirs Into Clients

Advice for Real Life.

Read More
  • Video
Portfolio Management, Accounting & Reporting

Optimizing Wealth with New Technologies

AssetTV: Mid-Year Outlook.

Watch Now
  • Article
Portfolio Management, Accounting & Reporting

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.

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  • Article
Outsourcing

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.

Read More
  • Product Brief
Fund Accounting
Investor Servicing

Geneva World Investor Closed-end Funds

Complete lifetime support for closed-end funds with Geneva World Investor.

Read More
  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Scaling Investment Management

Presented by: Black Diamond Wealth Platform, State Street Global Advisors and SMArtX.

Watch Now
  • Recorded Webinar
Data Management

Are Digital Assets Becoming Traditional?

With the entry of regulators in 2018, a strict framework for compliance was put in place. This is an important sign that the market for digital assets is maturing.

Watch Now
  • Whitepaper
Portfolio Management, Accounting & Reporting

OCIE's Exam Priorities

Thought Leadership from Technology Leaders

Read More
  • Whitepaper
Portfolio Management, Accounting & Reporting

SEC Exam Survival Guide

Prepare in 12 steps.

Read More
  • Article
Portfolio Management, Accounting & Reporting

Platform Integration: Quality Matters More than Quantity

WM.com Midyear 2019 article.

Read More
  • Whitepaper
Portfolio Management, Accounting & Reporting

Closed-End Funds

A world of opportunities and operational challenges.

Read More
  • Article
Client Relationship Management

Salentica voted Best Cloud-Based Application Provider

Waters Ranking 2019 Awards - Waters Technology readers have voted Salentica as the best cloud-based application provider.

Read More
  • Article
Portfolio Management, Accounting & Reporting

Five Trends Driving Technology Decisions

Daniel Eriksson and Shana Bruner discuss trends in asset and wealth management.

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  • Case Study
Portfolio Management, Accounting & Reporting

Dalton, Greiner, Hartman, Maher & Co., LLC

Advent Services delivers 'on-time, on-budget' APX implementation for DGHM.

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  • Case Study
Portfolio Management, Accounting & Reporting

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.”

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  • Article
Portfolio Management, Accounting & Reporting

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.

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  • Product Brief
Implementation & Professional Services
Portfolio Management, Accounting & Reporting

Geneva Optimization Services

Get more value from Geneva.

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  • Product Brief
Implementation & Professional Services

Custom Engineering Services 

Solutions for unique reporting and workflow needs.

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  • Product Brief
Implementation & Professional Services

Remote Upgrade Services

Upgrade successfully with SS&C Advent Services.

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  • Video
Portfolio Management, Accounting & Reporting

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.

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  • Case Study
Data Management

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.”

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

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.

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  • Recorded Webinar
Client Portal
Portfolio Management, Accounting & Reporting

Transform Your Business with Award-Winning Technology

View the recording to see how the SS&C Advent suite can help portfolio managers and compliance personnel.

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  • Recorded Webinar
Trading, Rebalancing & Compliance

Optimize Your Trading, Rebalancing, and Compliance Process

View the recording to learn how SS&C Advent’s trading and compliance suite can effectively benefit your bottom line.

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  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Stonehage Fleming

“Choosing SS&C Advent’s product suite was recognition that its offering is both leading-edge and mature, and meeting our business needs for scalability and harmonization.”

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  • Recorded Webinar
Margin & Finance Management
Outsourcing

Unique Outsourcing for Your Middle Office Treasury

Leading technologies and operational expertise for margin and financing.

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  • Case Study
Fund Accounting
Portfolio Management, Accounting & Reporting

Keywise Capital

Flexible, tailored reporting that communicates with what investors want to see.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Novocain for Your Firm’s Pain Points

Hear from experts at SS&C Advent and Mirador Financial Reporting on some best practices to alleviate the biggest headaches of your practice.

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  • Article
Data Management
Outsourcing
Portfolio Management, Accounting & Reporting

Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices

WealthManagement.com - 2020 Market Outlook.

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  • Product Brief
Portfolio Management, Accounting & Reporting

Geneva Elements

Our industry-leading solution, cutting-edge for tomorrow's investor.

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  • Video
Portfolio Management, Accounting & Reporting

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

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  • Video
Portfolio Management, Accounting & Reporting

Portfolio Solutions Client Testimonial

Brad Cox of Portfolio Solutions discusses how the Black Diamond Client Experience helps his firm build relationships with their clients.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

SEC Examination Priorities and Focus Areas for 2019

The U.S. Securities Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) announced its 2019 examination priorities on December 20, 2018.

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  • Whitepaper
Client Portal

Flying High Again

Surmounting barriers to advisor productivity.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

2020 GIPS Standards and Emerging Performance Trends

View the recording to learn the 2020 GIPS® standards and emerging performance trends.

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  • Product Brief
Data Management

Advent Custodial Data® and Advent Portfolio Data

Industry-Leading Global Connectivity to Custodians, Prime Brokers, Administrators.

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  • Whitepaper
Data Management

Corporate Actions Processing

Ten common pain points and how to resolve them.

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  • Video
Fund Accounting
Portfolio Management, Accounting & Reporting

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

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  • Case Study
Client Portal
Client Relationship Management

Padilla Wealth Management

Launched a niche firm by leveraging Black Diamond's advanced technology and best-in-class service teams.

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  • Product Brief
Implementation & Professional Services

Black Diamond Service Model

We embody the true meaning of a technology partner.

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  • Whitepaper
Fund Accounting

Hedge Fund Compliance

Building a best-practice framework.

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  • Video
Portfolio Management, Accounting & Reporting

Top 3 Reasons Clients Use Advent Outsourcing Services

Let us help you better serve your clients.

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting

Client Story: Ativo Capital Management

“We’re glad to have AOS as a partner to help us manage our software, help us with our reconciliation, and price our portfolios on a nightly basis. And, do it consistently. By doing those task, SS&C allows Ativo to focus on what we think we do best, and that is manage money for clients.“

Watch Now
  • Recorded Webinar
Outsourcing
Trading, Rebalancing & Compliance

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.

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  • Industry Report
Portfolio Management, Accounting & Reporting

Asset Owner Investment Insourcing

Building the foundations for success

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  • Video
Portfolio Management, Accounting & Reporting

Client Story: Plante Moran Financial Advisors

A true partnership from day one.

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  • Video
Portfolio Management, Accounting & Reporting

Client Story: Parallel Financial Advisors

Learn how one advisory firm engages their clients.

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  • Video
Portfolio Management, Accounting & Reporting

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

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  • Video
Portfolio Management, Accounting & Reporting

Client Story: Fieldpoint Private Bank & Trust

Providing an ongoing partnership.

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  • Video

What’s Next on the Digital Journey?

Technology is built for both today’s realities and tomorrow’s possibilities.

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  • Video
Portfolio Management, Accounting & Reporting

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.

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  • Recorded Webinar
Data Management
Reconciliation & Workflow Management
Trading, Rebalancing & Compliance

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.

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  • Video
Data Management

Support Operational Success

By delivering normalized data.

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  • Video
Client Portal
Implementation & Professional Services
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Yours is a Relationship Based Business

So is ours.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Black Diamond Rebalancer: Agility During Market Uncertainty

Proactively safeguard your clients from undesirable risk.

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  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

Hitting a Technology Roadblock?

Seven reasons to upgrade your portfolio management and reporting platform.

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  • Whitepaper
Portfolio Management, Accounting & Reporting

Hitting a Technology Roadblock?

Seven reasons to upgrade your portfolio management and reporting platform.

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  • Video
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Advent Genesis: A Single Solution for Portfolio Management

Cutting edge technology. scalability and customization for active portfolio management.

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  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

Technology Waits for No One

Eight reasons for hedge funds to upgrade their portfolio management and reporting platforms.

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  • Product Brief
Trading, Rebalancing & Compliance

Moxy

Trade order management from decision through settlement.

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  • Recorded Webinar
Outsourcing

Are Routine Operations Deterring Your Alpha Generation?

SS&C Advent's co-sourced data management model.

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  • Video
Portfolio Management, Accounting & Reporting

Our Commitment to You

Karen Geiger, Senior Vice President and Co-General Manager describes the development strategy for SS&C Advent solutions.

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting

Black Diamond Client Experience

You can deliver a personalized digital experience for your clients. 

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting

Black Diamond

Where advisors and clients connect.

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting

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.”

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Black Diamond Client Experience: The Home to Your Client's Financial Life

Showcase your value, empower your clients.

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  • Recorded Webinar
Trading, Rebalancing & Compliance

Key Compliance & Technology Considerations During and After COVID-19

SS&C, Focus 1 and PKF O’Connor Davies discuss business resilience amid and after the COVID-19 pandemic; highlighting key compliance and technology considerations, while navigating these uncertain times.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Black Diamond Integrations: The Choice is Yours

Select your tech. Unify the experience. Realize the possibilities.

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management
Trading, Rebalancing & Compliance

Client Story: Glenn Warden from Bahl & Gaynor

Advent Outsourcing Services, APX and Moxy provide a “Cadillac-like“ experience.

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  • Video
Fund Accounting
Investor Servicing
Portfolio Management, Accounting & Reporting

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.”

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  • Video
Client Portal
Portfolio Management, Accounting & Reporting

Harness Today’s Tech

The best technology fades into the background.

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  • Video
Client Portal
Data Management
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Client Story: James Meadows from Manitou Investment Management

SS&C Advent provides the perfect end-to-end solution to help enrich the client experience.

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  • Video
Client Portal

Industry Analyst Insight: Cindy Sealey from Cutter Associates

The client lifecycle for asset and wealth managers.

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  • Video
Client Relationship Management
Trading, Rebalancing & Compliance

Industry Insight: Gail Bernstein from Investment Advisor Association

What software vendors need to know to better serve advisors.

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  • Article
Fund Accounting

The Digital Experience - A New Piece of The PE Puzzle

Private Equity Wire: Technology Innovations 2020.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Phasing Out LIBOR: Conscious Uncoupling or Messy Break-Up?

SS&C experts comment on findings, learnings, and actionable steps from working with clients, regulators, and industry leaders.

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting

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.”

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  • Industry Brief
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

SS&C Advent Geneva & Eze Investment Suite

Improve accuracy and reduce risk in processing complex instruments.

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  • Recorded Webinar
Data Management
Portfolio Management, Accounting & Reporting

Building an Effective Framework for Successful Data Governance Strategies

Managing data assets in 2021.

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  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

CPS Investment Advisors

“Advent Genesis makes your portfolio managers more effective.”

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  • Article
Fund Accounting
Investor Servicing
Portfolio Management, Accounting & Reporting
Outsourcing

The Importance of Support as Complexity Rises in Private Debt

HedgeWeek & PrivateEquityWire: Private Debt in Focus - 2021.

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  • Whitepaper
Client Relationship Management
Portfolio Management, Accounting & Reporting

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.

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  • Product Brief
Client Portal

Black Diamond Link: Modernize the User Experience

Engage clients more effectively and strengthen relationships.

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  • Product Brief
Outsourcing
Portfolio Management, Accounting & Reporting

Client Experience Portal

Home to your client's entire financial life

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  • Product Brief
Portfolio Management, Accounting & Reporting

Axys

Industry standard portfolio management and reporting. 

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  • Product Brief
Data Management

Advent TransPort

Need to customize Advent Custodial Data (ACD) data? Save time by automating the process.

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  • Product Brief
Margin & Finance Management

Syncova

Powerful solutions for margin, stock loan and debit finance management.

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  • Product Brief
Portfolio Management, Accounting & Reporting

Advent Revenue Center

Comprehensive invoicing and revenue management. Advent Revenue Center helps firms maximize revenue, increase efficiencies, and reduce risks and errors.

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  • Product Brief
Portfolio Management, Accounting & Reporting

Advent Portfolio Exchange

Simplify portfolio accounting and reporting

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  • Product Brief
Data Management

Advent Portfolio Data

A single solution to manage your portfolio data.

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  • Product Brief
Outsourcing
Reconciliation & Workflow Management

Advent Outsourcing Services

Do what you do best. Let us take care of the rest.

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  • Product Brief
Data Management

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

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  • Product Brief
Data Management

Advent Custodial Data

Speedy, secure, simple. Reconciliation done right.

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  • Product Brief
Data Management

Advent Corporate Actions for Geneva

Overcome the challenges of corporate actions processing with Geneva®.

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  • Product Brief
Data Management

Advent Corporate Actions for APX

Overcome the challenges of Corporate Actions Processing in APX using Advent Corporate Actions.

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  • Product Brief
Client Portal
Portfolio Management, Accounting & Reporting

Advent Insurance Marketplace Powered by DPL

Powered by DPL Financial Partners

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  • Case Study
Portfolio Management, Accounting & Reporting

Portfolio Solutions®

Strategically adjusted firm structure to become a comprehensive provider of wealth management services.

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  • Case Study
Research Management

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

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  • Case Study
Fund Accounting
Portfolio Management, Accounting & Reporting

Anonymous - State Division of Investment Services

“The whole migration to Geneva came in on time and under budget.”

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  • Article
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

The Top 2020 Takeaway: Digital Client Engagement is Essential

WealthManagement.com: 2020 Year-end Outlook

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  • Recorded Webinar
Implementation & Professional Services
Portfolio Management, Accounting & Reporting

The Whys and Hows of a Successful Upgrade

When award-winning technology and expertise meet, that’s where we deliver.

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  • Video
Outsourcing
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Keeping Clients Engaged Using Technology

The trend toward digital client engagement.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

GIPS® Compliance 101: What You Need to Know

The Global Investment Performance Standards (GIPS) have been adopted by more than 1,700 firms across 46 markets worldwide.

Watch Now
  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

Is Private Debt the New Hedge Fund?

The attraction and growing popularity behind private funds debt.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

How Antitrust Litigations Have Changed the Class Action Landscape

Securities class action settlements are a proven way to recover investment losses.

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  • Product Brief
Data Management

Advent Lumis

Streamlined data governance, quality assurance, and operational transparency.

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  • Case Study
Client Portal
Portfolio Management, Accounting & Reporting

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. 

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  • Whitepaper
Portfolio Management, Accounting & Reporting

Wealth Management Technology Forecast 2020-2023

A guide for navigating uncharted waters.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.

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  • Article
Fund Accounting
Outsourcing
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

SS&C Advent Updates Key Offerings

The global pandemic is spurring upticks in demand for cloud-based and outsourcing options, SS&C reports.

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  • Product Preview
Trading, Rebalancing & Compliance

Advent Genesis

Watch the product preview to learn more about Advent Genesis.

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  • Case Study
Fund Order Management
Outsourcing
Portfolio Management, Accounting & Reporting

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.”

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

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.

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  • Whitepaper
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

Sea Change: Ensuring Operational and Technology Readiness with Geneva

A guide for the LIBOR transition.

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  • Video
Client Portal
Portfolio Management, Accounting & Reporting

Black Diamond: Client View Application

Client-focused technology that works the way you do.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Efficient & Accurate Alternatives Reporting

Presented by SS&C GlobeOp and the Black Diamond Wealth Platform.

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  • Recorded Webinar
Trading, Rebalancing & Compliance

Realize ROI with a Complete Trading and Compliance Solution

Find out how SS&C Advent’s trading and compliance solution can effectively benefit your bottom line.

Watch Now
  • Whitepaper
Outsourcing
Portfolio Management, Accounting & Reporting

Private Credit and the Pandemic: Uncertainty Creates Opportunity

The operational foundation for success.

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  • Whitepaper
Outsourcing
Portfolio Management, Accounting & Reporting
Reconciliation & Workflow Management

Meeting the Demand for Diversification

The operational foundation for a multi-asset environment.

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  • Whitepaper
Portfolio Management, Accounting & Reporting

Elevating Client Experience Must Be a Top Advisor Priority

Think digitally to engage tech-savvy clients efficiently and at scale.

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  • Product Brief
Portfolio Management, Accounting & Reporting

Black Diamond: Client View Application

Client-focused technology that works the way you do.

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  • Video
Client Portal

Investrack

Engage clients. Empower advisors.

Watch Now
  • Product Brief
Outsourcing
Portfolio Management, Accounting & Reporting

SS&C Advent Professional Services

Maximize the value of your tech investment.

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  • Case Study
Client Portal

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.”

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  • Whitepaper
Portfolio Management, Accounting & Reporting

Family Office Technology

How to build for growth.

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  • Product Brief
Margin & Finance Management

Advent Syncova® Calculation Engine

Scale your business and improve accuracy with automation.

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  • Industry Brief
Data Management
Reconciliation & Workflow Management

The Advent Custodial Data Advantage

Automating your reconciliation process just makes good business sense.

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  • Product Brief
Fund Accounting
Fund Order Management
Investor Servicing
Portfolio Management, Accounting & Reporting

Geneva Migration Manager

Accelerate your Geneva upgrade and reduce costs.

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  • Whitepaper
Portfolio Management, Accounting & Reporting

The Future of Wealth Management: ESG Investing

Align personal values to portfolio objectives.

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  • Article
Fund Accounting
Outsourcing

Rise of Co-Sourcing as Client Needs Change

Hedgeweek: Technology Innovations In Focus 2020

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  • Recorded Webinar
Client Portal
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform: Powered by Technology. Driven by People.

You don’t need another product. You need a partner that proactively works on your behalf.

Watch Now
  • Case Study
Fund Order Management
Portfolio Management, Accounting & Reporting

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.”

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  • Article
Data Management
Fund Accounting
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

How to Evaluate Enterprise Software

As part of Clear Path Analysis' Fund Technology Data and Operations - North America Report, Katherine Pearce and Matt Ahlstrand participate in a roundtable debate on Asset Management trends and key factors to consider when evaluating enterprise software.

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  • Article
Data Management
Fund Accounting
Fund Order Management
Outsourcing
Portfolio Management, Accounting & Reporting

Achieving Seamless Operational Transformation During an M&A

As part of Clear Path Analysis' Fund Technology Data and Operations - North America Report, Daniel Eriksson discusses with senior executives from Brown Advisory and MAI Capital Management on the importance of technology for achieving seamless M&A operational transformation.

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  • Recorded Webinar
Implementation & Professional Services

Black Diamond Wealth Platform: Service as Powerful as the Technology it Supports

As your strategic partner, we act as an extension of your team.

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  • Case Study
Portfolio Management, Accounting & Reporting
Revenue Management
Trading, Rebalancing & Compliance

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.

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  • Article
Data Management
Fund Accounting
Portfolio Management, Accounting & Reporting

Gauging Value Through Data

Nick Nolan, Senior Director, Solutions Consulting, discusses how Alternative data leads to fund managers getting access to information which can help them view and analyze companies from a number of different angles. HedgeWeek Data Science in Focus Report.

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  • Article
Portfolio Management, Accounting & Reporting

Waters Rankings 2020: Best Accounting System Provider

APX & Geneva: Top Votes for Best Accounting System Provider.

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  • Article
Client Portal
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Preparing for Permanent Change

2020 Midyear Outlook – WealthManagement.com.

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  • Case Study
Fund Order Management
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Formuesforvaltning

“The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.”

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  • Industry Brief
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Simplify Rebalancing for Complex Portfolios

Provide your clients with portfolios that better meet their needs.

Read More
  • Article
Client Portal
Client Relationship Management
Data Management
Investor Servicing
Outsourcing
Trading, Rebalancing & Compliance

Smarter Ways to Work: Key Recovery Trends

Matt Ahlstrand, Vice President, SS&C shares some common themes we are hearing from our conversations with clients.

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  • Recorded Webinar
Portfolio Management, Accounting & Reporting

Monitoring the Market: Learnings and Perspectives

Viewpoints on the evolution of money management.

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  • Recorded Webinar
Client Relationship Management

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.

Watch Now
  • Video
Fund Accounting
Investor Servicing
Portfolio Management, Accounting & Reporting

Automating Fees with Geneva

“Geneva World Investor solves for hedge funds, private equity managers, asset managers, and fund administrators for their investor allocation needs.“

Watch Now
  • Product Brief
Outsourcing
Reconciliation & Workflow Management

Geneva® with Advent Outsourcing Services

An unmatched combination of industry-leading technology and operational expertise.

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  • Product Preview
Fund Accounting
Portfolio Management, Accounting & Reporting

Geneva

SS&C Advent's Geneva is a proven global portfolio management and accounting platform that covers the entire spectrum of your business with full portfolio and investor accounting, as well as comprehensive reporting.

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  • Product Preview
Client Relationship Management

Salentica Engage

Watch the Product Preview to learn more about Salentica Engage.

Read More
  • Product Preview
Investor Servicing
Portfolio Management, Accounting & Reporting

Geneva World Investor

A single, integrated, end-to-end solution for portfolio, fund, and investor accounting.

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  • Product Preview
Research Management

Tamale RMS

Watch the product preview to learn more about Tamale RMS.

Read More
  • Product Preview
Client Relationship Management

Salentica Elements

Watch the product preview to learn more about Salentica Elements.

Read More
  • Product Preview
Fund Order Management

Tradex

Watch the product preview to see how you can simplify your fund operations.

Read More
  • Product Preview
Trading, Rebalancing & Compliance

Asset and Wealth Management Suite

Watch the product preview to learn more about Advent's end-to-end solution for asset and wealth managers.

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  • Product Preview
Outsourcing
Portfolio Management, Accounting & Reporting

Black Diamond Wealth Platform

Where advisors and clients connect.

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  • Case Study
Portfolio Management, Accounting & Reporting

Detalus Advisors

Leveraged Black Diamond to create a unified technology stack in order to expand their digital presence.

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  • Product Brief
Outsourcing
Portfolio Management, Accounting & Reporting

Black Diamond Rebalancer

Flexibility to support the most sophisticated structures.

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  • Product Brief
Research Management

Tamale RMS Infographic

Helping you optimize the value of research.

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  • Product Brief
Research Management

Tamale RMS for Asset Managers

Get your research anywhere, any time.

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  • Product Brief
Research Management

Tamale RMS for Asset Owners

Enhance your manager research and due diligence process.

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  • Product Brief
Client Portal

Investrack Workflow Management

Streamline and strengthen your mission-critical business processes.

Read More
  • Product Brief
Client Portal

Investrack Document Management

Enhancing client engagement through personalized document delivery.

Read More
  • Product Brief
Client Portal

Investrack Advisor and Client Portal

Thrive on a better client experience.

Read More
  • Product Brief
Fund Order Management

Tradex

Simplify your fund operations. Accelerate your business.

Read More
  • Case Study
Outsourcing
Portfolio Management, Accounting & Reporting

Zevenbergen Capital Investments

“Selecting Advent Outsourcing Services for cloud delivery has made it so much easier to take advantage of new capabilities in APX and Moxy. AOS has been a game-changer for us.”

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  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

AdvicePeriod

Built a technology–forward, modern wealth management firm with Black Diamond as the core system of their tech-stack.

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  • Case Study
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

Reby Advisors

Increased productivity by transitioning to Black Diamond’s fully integrated, proactive and robust Rebalancer.

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  • Industry Report
Fund Order Management
Outsourcing

Fund Distribution in the Nordics

The power of a flexible operating model

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  • Whitepaper
Trading, Rebalancing & Compliance

GIPS® Committees & Working Groups

A review of standard practices.

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  • Whitepaper
Trading, Rebalancing & Compliance

Best Practices in Composite Management

A guide for firms new to compliance with the GIPS® standards.

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  • Whitepaper
Implementation & Professional Services
Portfolio Management, Accounting & Reporting

Sleeve Accounting With SS&C Advent

GIPS has changed everything.

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  • Case Study
Research Management

HMI Capital

“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.”

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  • Case Study
Research Management

KuE Capital

“Having Tamale to organize all our information in an intelligent manner ultimately leads to making better investment decisions.“

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  • Article
Fund Accounting

Managing Diverse Assets in the New World

HFM EU Services Awards: Winners Report 2020.

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  • Article
Fund Accounting

Transparency and Timeliness as Client Base Becomes More Diverse

Private Equity Wire: European Service Provider Insight.

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  • Article
Fund Accounting

Demand for Technology Continues as Appetite for Alternatives Persists

Hedgeweek European Service Provider Insights: Special Report 2020.

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  • Case Study
Trading, Rebalancing & Compliance

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.

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  • Case Study
Outsourcing

Avalon Advisors, LLC

“Working with Advent Outsourcing Services team has improved our workflows and efficiency tremendously.“

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  • Whitepaper
Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance

The Rise of Direct Indexing in a Zero Commission World

Rebalancing technology ushers in new era of risk-adjusted performance.

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  • Whitepaper
Fund Accounting
Portfolio Management, Accounting & Reporting

Data Governance

Why investment organizations can’t do without it.

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  • Industry Report
Portfolio Management, Accounting & Reporting

C-Suite Confidential: Ten Key Tech & Ops Trends

For the wealth management sector looking into 2020.

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  • Article
Fund Accounting
Outsourcing
Portfolio Management, Accounting & Reporting

Finding the Best Solution to Investment Managers’ Technology Needs

Africa Global Funds: Services Providers Awards 2020.

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