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Read the latest on industry trends, newest solution features, and how to optimize your workflows

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Tech It Up | SS&C Advent Podcast

Podcast discussions covering fintech, ESG investing, the new generation of investors and more.

Podcast

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Read through the latest press releases mentioning SS&C Advent.

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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.”

Drivers of Innovation

Six Key Trends Reshaping Asset and Wealth Managers’ Technology Strategies

Everything You Need to Know About Operations Before Launching Your Fund

Special Needs Trust: How To Simplify Operations

Learn the value of Managed Services for Special Needs Trust administration.

Turning Point: The New Technologies Helping Hedge Funds Evolve

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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.

Everything You Need to Know About Outsourcing Your Reconciliation

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.

SS&C Black Diamond Wealth Platform

Discover the power of this award-winning wealth management platform.

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Everything You Need to Know About Public vs. Private Cloud Hosting

Advent Genesis

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

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.”

Advent Managed Services

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

Direct Indexing: A Differentiator for Advisors in a Commoditizing Industry

Discover the benefits and how technology makes it more feasible for advisors.

SEC Exam: Let's Prepare for the Marketing Rule and Fiduciary Duty

When preparing, where should you focus your time and resources?

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Reinventing the Portfolio Management Experience

The Way Forward: Customization

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.

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Investing in Loans: Time to End the Paper Chase

How digital data solutions accelerate processing and settlement.

The Transformation of Private Equity

Your operational guide to staying competitive and profitable.

Black Diamond: Client View Application

Client-focused technology that works the way you do.

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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.

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Black Diamond Client Experience

You can deliver a personalized digital experience for your clients.

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Managed Applications

Move your technology to the cloud.

Managed Operations

Outsource your operational processes.

Managed Services

The flexible solution for technology hosting and operations outsourcing.

Everything You Need to Know About Family Office Portfolio and Partnership Accounting

Everything You Need to Know About Setting Up a Family Office Investment Platform

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.

Client Story: The Trust Company of Tennessee

Meeting the need for innovative technology.

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Advent Managed Services Console

Replace outdated spreadsheets and emails with complete control and oversight.

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Advent Genesis

The modern solution for an evolving industry

Outsourcing Investment Models Allows Advisors to Focus on What They Do Best

By Steve Leivent, SVP, Co-General Manager, SS&C Advent

SS&C Advent Client Story: Johnson Investment Council

Investment managers can start each day with confidence

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The Path Forward: Client-Centric Strategies

Technology that makes it possible.

Eze Investment Suite & Advent Geneva

For more than two decades, SS&C’s Eze Investment Suite™ and Geneva^® platforms have earned reputations as market-leading solutions in their respective domains.

AIM’s Breakaway Accelerator Program

You no longer need to leave your book of annuity assets behind when you become an independent RIA.

How Innovative Wealth Managers Use Technology to Drive Growth

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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.”

Understanding Business Continuity in the Post-Pandemic Office

What's next for operations, technology, & managed services.

What is Greenwashing?

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Rising Complexity Shifts Technology Needs

By Aani Nerlekar, Sr. Director, Solutions Management & Solutions Consulting, SS&C Advent

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Geneva^® Investor Accounting & Reporting

Leverage an industry-standard and comprehensive investor accounting technology platform to diversify your strategies and drive growth for your business.

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Geneva^® with Advent Managed Services

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

Advent Managed Services

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

SS&C Advent Geneva as the Best Portfolio Management Software in This Year's Us Awards

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Elevate the Financial Planning Experience

Black Diamond and RightCapital offer an enhanced financial planning experience.

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Innovest: Demystifying Trust Technology Solutions

Modernize your trust technology solution to achieve better client outcomes.

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Decker Wealth Management

Selected Black Diamond as a differentiator for how they wanted to run their business.

Client Story: Plante Moran Financial Advisors

A true partnership from day one.

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Client Story: Parallel Financial Advisors

Learn how one advisory firm engages their clients.

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M&A Activity in the Wealth Management Industry

The evolving nature of acquisitions.

Client Story: Fieldpoint Private Bank & Trust

Providing an ongoing partnership.

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Operational Alpha: How Credit Managers Move from Manual Processes to an Automated Future

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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.”

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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Investor Accounting for Private Markets

Everything You Need to Know About Investor Accounting for Private Markets

The Del Monte Group Story

Leveraged Black Diamond to better focus on their client’s entire wealth picture.

Black Diamond Rebalancer: Agility During Market Uncertainty

Proactively safeguard your clients from undesirable risk.

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Growth in Private Markets: Does Your Tech-Stack Support Strategy Diversification?

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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.

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Technology & Operations Trends in Wealth Management 2022

Key developments explained by industry experts

Anonymous - State Division of Investment Services

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

GIPS 2020 is Shaking Up Performance Metrics & Reporting

There are many compliance benefits that come with the GIPS 2020 specifications, including those for alternatives.

Wealth Management Trends in Asia-Pacific

Challenges, opportunities and technology solutions

The Golden Age of Private Credit? Opportunity in Uncertain Times

Laying the operational foundation for success.

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.”

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IBS Capital Allies

“Outsourcing the back office to SS&C Advent has been one of the best business decisions we ever made.”

Data Services

How to keep the lifeblood flowing.

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.

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SS&C Advent Investment Suite Overview

Simplify your work. Empower your business.

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.

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Advent Investment Suite

Seamlessly integrated suite of investment management solutions.

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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.

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Driving Front Office Productivity

An Overlooked Opportunity?

Better Ways to Work

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

Digital Transformation and What it Means for RIAs

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

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.

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Black Diamond Wealth Platform

Revolutionizing the wealth management experience.

Black Diamond Wealth Platform - Platform Partner

A complete platform enhanced by our partners.

The Universal Wealth Management Platform

How one operating model serves multiple wealth segments.

Outsourcing for Business Continuity and Disaster Recovery

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

Portfolio Management and Trading

Streamline your workflows with a single solution.

Keeping it Lean and Mean

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

Advent Data Solutions

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

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.

Operational Alpha: Navigating the New Realities of End-to-End Propositions, Data Marketplaces and Ecosystem Effects

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An Overview of CFA Institute’s Proposed ESG Disclosure Standard

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SS&C Advent Leadership Insights for a Changing World

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Ransomware Awareness: How to Protect Your Firm

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AOS Named Best Outsourcing Provider

Advent Outsourcing Services named 2021 best outsourcing provider to the buy-side by WatersTechnology

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Upgrade Services

Stay up to date to make the most of your technology

The Business Case for Managed Services

Build a compelling outsourcing case.

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.

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Advent Managed Services Console

Gain confidence and control with total transparency into your managed services operations.

When Markets Fall, Investor Complaints Rise. Is Your Compliance Program Prepared?

By Steve Leivent, SVP, Co-General Manager, SS&C Advent

SS&C Trust Suite

Clients expect more from their trust and wealth providers than ever before.

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.

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Black Diamond Wealth Platform - For Independent Broker-Dealers

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

Geneva for Asset Managers

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

Advent Rules Manager

Easing the Compliance Burden

Delivering Portfolio Customization Without Increasing Operational Complexity

Portfolio managers are creating personalized experiences for investors to compete in today’s hypercompetitive environment.

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Formue

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

Growth and Efficiency: Gain a Competitive Edge with Managed Services

Adding managed services to your firm’s operating model can quickly increase your productivity and efficiency.

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Critical Strategies for Turning Heirs into Clients

88% of heirs do not stay with their parents’ financial advisors.

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Retain Clients’ Heirs With The Right Technology

Boomers are retiring at twice the rate. Are you ready for what comes next?

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The Rise in Interest Rates and the Impact on Wealth Management M&A Strategies

Industry experts discuss the current state of M&A strategies in wealth management.

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Klaas Financial

Elevated their level of client service by bringing operations in-house.

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.

Innovest Trust Solutions

Technology & scalability to drive trust accounting, philanthropy & self-directed IRA platforms.

Innovest Managed Services

Innovest Payment Solutions

Sophisticated technology driving innovative, user-friendly solutions for retirement platforms, third-party administrators and their customers.

Innovest Unique Assets

SS&C Advent Wins WatersRankings: Best Accounting System Provider

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Leveraging the Power of Integration

The SS&C Black Diamond^® Wealth Platform offers a vast integration network, allowing advisory firms to select and connect the technology solutions that best fit each firm’s unique business needs.

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Reconciliation Accounting Process

Move Your Data in 6 Easy Steps

Easily Generate Powerful Client Reporting

Succession Planning: Five Key Considerations

What's Next For Investment Operations?

Five drivers accelerating the trend toward managed services.

How Rising Interest Rates Call for Fresh Approaches to Wealth Management M&A Strategies

The evolving nature of acquisitions.

Valuing Collateral and Managing Risk in Structured Lending

A Systematic Approach

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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How Trust Companies Are Delivering First-Class Client Experiences

Client Story: Trust Company of the South

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Optimizing Fund Order Management and Distribution

The power of a flexible operating model

Why Hedge Fund Managers are Getting Into Private Equity

How to make it work.

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Moxy^® + Advent Genesis^®

Why Add Advent Genesis to Moxy: A Comparison

Advent Genesis for Portfolio Managers

Optimize your firm’s portfolio management process.

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Understanding RegTech: How to Manage the Increasing Complexity of Compliance

Six key compliance issues to address today

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.

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Portfolio Customization at Scale

Taking a client-centric approach with advanced technology

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Private Equity: Trends, Challenges, and Solutions

Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology.

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Learn How Brazilian Managers Are Achieving Operational Excellence with SS&C Advent

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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.

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.

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?

Achieving Operational Excellence for Private Credit and Private Debt Strategies

Panel discussion as part of the Hedgeweek webinar series.

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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.

Triad Hybrid Solutions

The hybrid advisor firm set out to offer a multi-custodian technology platform that included the core aspects of aggregation, client reporting, and CRM capabilities.

Essex Financial

The firm wanted to resolve issues with its client billing and reporting with a comprehensive, cloud-based technology solution.

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.

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.

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.

The 'New Normal' is Already Here. Have Firms Adapted?

WealthManagement.com 2022 Market Outlook

The Universal Wealth Platform: The Flexibility to Master Diverse Client Needs

By Steve Leivent, SVP, Co-General Manager, SS&C Advent

Wealth Management in the Middle East

Your essential technology guide

How to Manage Intergenerational Wealth Transfer

Three critical strategies for advisors

Black Diamond Client Relationship Timeline

Embark on a shared financial journey with your clients and other stakeholders through an intuitive digital experience.

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.

Black Diamond Compliance Oversight

Gain access to tools and services that help you effectively meet your regulatory requirements and uphold your own compliance initiatives.

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

Tools For Building Your Independent RIA

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

Portfolio Customization at Scale: Technology Tools that Make It Possible

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

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.

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.

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Developing a Managed Operational Services Model

Roundtable Debate & Whitepaper Report.

Senior & Vulnerable Investor Surveillance and the Senior Safe Act

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Modernizing the Trust Company Client Experience

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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.“

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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.

Lessons Learned from the Pandemic and Tomorrow’s Opportunities

WealthManagement.com: 2021 Midyear Outlook.

Modernizing the Trust Company Client Experience

Exploring new solutions to accelerate digital transformation.

Digitizing the Client Experience to Compete and Grow

Driving your business for the long run.

Geneva for Emerging Managers

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

Geneva World Investor

Comprehensive investor accounting and servicing for any fund structure.

Data Management and Governance Take Center Stage

Managing data assets.

Black Diamond Wealth Platform

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

Geneva for Hedge Funds

Expansion puts alternatives at a technology crossroads.

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.

Solve the Regulatory Challenge

Effectively manage oversight initiatives.

Tamale RMS for Asset Managers

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

Tamale RMS for Asset Owners

Strengthen due diligence with the ability to track manager interactions.

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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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Advent Insurance Marketplace Powered by DPL Overview Video

Insurance belongs inside financial plans.

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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.

From Money Manager to Financial Coach

Advisors pivot in response to changing client needs.

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.

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The World of Private Equity is Changing

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

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.

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

Everything You Need to Know About Processing Loans and Credit Investments

Geneva® Fundamentals

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.

Black Diamond Wealth Platform - For Breakaway Advisors

The road to independence starts here.

Black Diamond Wealth Platform - For Family Offices

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

Client Story Triad Hybrid Solutions

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

Watch Now

Technology & Operations Trends in Wealth Management 2021

Key Developments Explained by Industry Experts

Trends Reshaping Asset Management

There’s nothing “traditional” about it.

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

Bridging Private Equity and Hedge Funds

Private Equity Wire, European Service Provider Insights, May 2021

Appetite for Diversification to Underpin HK Progress

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

What You Need to Know Before You Launch

A guide for emerging managers.

Planning for Technology Stack Success

Top questions advisors should ask technology providers.

Everything You Need to Know About Fund Structure Accounting

Geneva® Fundamentals

Everything You Need to Know About Your Internal Book of Records

Geneva® Fundamentals

Striking the Right Balance Between M&As and Organic Growth

A guide for wealth managers.

What to Look for in a Managed Services Provider

5 key questions to ask.

Watch Now

Survey Report: Data Management and Governance Take Center Stage

Managing data assets in 2021.

London & Capital Group

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

Investrack

Portals for investment managers.

Advent Portfolio Exchange

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

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Technology and Operations Outsourcing

A guide for Asset and Hedge Fund Managers.

Investrack

Advisor and client portal.

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Geneva for Asset Managers

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

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.”

Geneva for Institutional Asset Managers

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

Managers Seek Out Managed Services for Additional Support

Hedgeweek European Service Provider Insights 2021

Better Together: Black Diamond and Salentica

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

Watch Now

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

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

What to Look for in a Managed Services Provider

Five key questions.

Black Diamond + RCI: Delivering Compliance Confidence

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

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Adding Value in a World of Free

The new paradigm for financial advisors.

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.

William Jones Investment Management (APX)

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

Disciplined Growth Investors (APX)

Advent allows better client service and mandate adherence at DGI.

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.

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.

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.

Modestspark: An SS&C Advent Solution

Integrated digital platform for APX and Axys.

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.

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.

Technology and Operations Outsourcing

A Guide for Asset and Wealth Managers.

The Disappearing Digital Divide

Keys to connecting with tech-savvy investors.

Merger and Acquisition Activity for Investment Advisors

Why the right technology stack matters.

Wealth Management Firms: Deliver ROI From CRM

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

Best Practices in Reconciliation

Ten steps to greater productivity and performance.

Outsourcing Bank Treasury Operations

The simple solution to growing business complexity.

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.

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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.

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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®.

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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.

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Geneva for Asset Managers

The only question is: are you ready?

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Modestspark - Powering the Client Experience

Watch the video to learn about the Modestspark client experience.

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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.

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Client Story: BDF

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

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Executive Overview: Eli George

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

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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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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

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SS&C Advent for Wealth Managers

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SS&C Advent for Hedge Funds

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SS&C Advent for Asset Managers

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SS&C Advent Outsourcing Services

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SS&C Advent Data Solutions

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Client Story: Richey Kemmling from ACA Compliance Services

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

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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.

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Ziegler Capital Management

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

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Alternative Data Commentary

Mary Storrs of Cutter Associates.

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Ziegler Capital Management

“The Advent suite just made sense for us.”

The Technology Impact on Business Valuation

Optimizing and monetizing your life's work.

Your Firm is Unique, Your Outsourcing Should Be Too

Leading technology and operational expertise.

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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.

Geneva World Investor

Streamline investor accounting and reporting with Geneva World Investor.

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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.

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Differentiate Your Treasury Technology Platform

Stop letting incremental profitability leak away.

Salentica Engage on Microsoft Dynamics 365

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

Salentica Elements on the Salesforce Lightning Platform

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

Bahl & Gaynor Investment Counsel

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

Turn Heirs Into Clients

Advice for Real Life.

Optimizing Wealth with New Technologies

AssetTV: Mid-Year Outlook.

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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.

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.

Scaling Investment Management

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

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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.

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OCIE's Exam Priorities

Thought Leadership from Technology Leaders

SEC Exam Survival Guide

Prepare in 12 steps.

Platform Integration: Quality Matters More than Quantity

WM.com Midyear 2019 article.

Closed-End Funds

A world of opportunities and operational challenges.

Salentica voted Best Cloud-Based Application Provider

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

Five Trends Driving Technology Decisions

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

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

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

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.”

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.

Geneva Optimization Services

Get more value from Geneva.

Custom Engineering Services

Solutions for unique reporting and workflow needs.

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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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.”

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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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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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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Unique Outsourcing for Your Middle Office Treasury

Leading technologies and operational expertise for margin and financing.

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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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Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices

WealthManagement.com - 2020 Market Outlook.

Geneva Elements

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

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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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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Flying High Again

Surmounting barriers to advisor productivity.

2020 GIPS Standards and Emerging Performance Trends

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

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Advent Custodial Data® and Advent Portfolio Data

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

Corporate Actions Processing

Ten common pain points and how to resolve them.

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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Black Diamond Service Model

We embody the true meaning of a technology partner.

Hedge Fund Compliance

Building a best-practice framework.

Top 3 Reasons Clients Use Advent Outsourcing Services

Let us help you better serve your clients.

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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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Asset Owner Investment Insourcing

Building the foundations for success

What’s Next on the Digital Journey?

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

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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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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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Support Operational Success

By delivering normalized data.

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Hitting a Technology Roadblock?

Seven reasons to upgrade your portfolio management and reporting platform.

Hitting a Technology Roadblock?

Seven reasons to upgrade your portfolio management and reporting platform.

Advent Genesis: A Single Solution for Portfolio Management

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

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Technology Waits for No One

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

Moxy

Trade order management from decision through settlement.

Are Routine Operations Deterring Your Alpha Generation?

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

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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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Black Diamond

Where advisors and clients connect.

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

Showcase your value, empower your clients.

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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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Black Diamond Integrations: The Choice is Yours

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

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Client Story: Glenn Warden from Bahl & Gaynor

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

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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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Harness Today’s Tech

The best technology fades into the background.

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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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Industry Analyst Insight: Cindy Sealey from Cutter Associates

The client lifecycle for asset and wealth managers.

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Industry Insight: Gail Bernstein from Investment Advisor Association

What software vendors need to know to better serve advisors.

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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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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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SS&C Advent Geneva & Eze Investment Suite

Improve accuracy and reduce risk in processing complex instruments.

Building an Effective Framework for Successful Data Governance Strategies

Managing data assets in 2021.

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CPS Investment Advisors

“Advent Genesis makes your portfolio managers more effective.”

The Importance of Support as Complexity Rises in Private Debt

HedgeWeek & PrivateEquityWire: Private Debt in Focus - 2021.

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.

Black Diamond Link: Modernize the User Experience

Engage clients more effectively and strengthen relationships.

Client Experience Portal

Home to your client's entire financial life

Axys

Industry standard portfolio management and reporting.

Advent TransPort

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

Syncova

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

Advent Revenue Center

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

Advent Portfolio Exchange

Simplify portfolio accounting and reporting

Advent Portfolio Data

A single solution to manage your portfolio data.

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

Advent Custodial Data

Speedy, secure, simple. Reconciliation done right.

Advent Corporate Actions for Geneva

Overcome the challenges of corporate actions processing with Geneva®.

Advent Corporate Actions for APX

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

Advent Insurance Marketplace Powered by DPL

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

The Top 2020 Takeaway: Digital Client Engagement is Essential

WealthManagement.com: 2020 Year-end Outlook

The Whys and Hows of a Successful Upgrade

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

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Keeping Clients Engaged Using Technology

The trend toward digital client engagement.

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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.

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Is Private Debt the New Hedge Fund?

The attraction and growing popularity behind private funds debt.

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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Advent Lumis

Streamlined data governance, quality assurance, and operational transparency.

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.

Wealth Management Technology Forecast 2020-2023

A guide for navigating uncharted waters.

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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SS&C Advent Updates Key Offerings

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

Advent Genesis

Watch the product preview to learn more about Advent Genesis.

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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.”

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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