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Wealth Managers

Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions. Our solutions built for wealth managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and more.

7190

Podcast Episode #44: Decoding Performance & Attribution | What Active Managers Need to Know

In this Tech It Up episode, investment performance pro Mark Elliott joins hosts Trent and Jasmine to discuss how active investment managers can benefit from deep and sophisticated performance measurement and attribution tools that help identify risks and opportunities, showcase their value and combat passive investing alternatives.

5298

Ask Advent: The Role of Tech for Investment Managers

Rita Chiu, Managing Director of Product Management, breaks down the role of technology for investment managers and SS&C Advent's unique differentiators.

1459

Alternative Managers

Stay ahead of your evolving industry with best of breed alternative investment solutions purposely-built for your needs. Our solutions built for asset managers fulfill business needs including portfolio management, investor servicing, outsourcing, data management, and research management.

1426

Info Kit: Geneva for Asset Managers

Discover the leading portfolio and shadow accounting solution for Alternatives. Geneva excels at portfolio accounting and position management for any instrument, within any structure, in any region.

6697

Article: Retail Alts Present Wealth Managers with a Big Opportunity

Wealth managers must understand the operational complexities and available solutions to incorporate alternatives into their portfolios and efficiently maintain client confidence.

3828

Video: CohnReznick Expertise for Emerging Managers

“Even smaller funds that are forming have to look and feel institutional and part of the success in achieving this is determined by the service provider.” Listen as Gary Berger, Partner at CohnReznick LLP, discusses the buy vs. build options for emerging managers to make the right decisions.

5619

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

Watch panelists from Brinley Partners, Brean Asset Management, and SS&C Advent for an in-depth discussion exploring how credit managers can move from manual processes to an automated future.

1478

Asset Managers

Future-proof your business with asset management solutions designed to address the entire investment management process. Our solutions built for asset managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management

7158

Brief: Eze Front Office Multi-Managers

Eze Front Office is a proven multi-asset class solution that streamlines and automates your entire investment operations. It provides your portfolio managers with all the information they need to innovate, analyze, execute, and optimize their investments, all while helping you mitigate risk. Empower your portfolio managers to run their business the way they want, while standardizing processes and workflows across all your users and your entire fund.

1439

Info Kit: Geneva for Emerging Managers

The technology decisions you make today will have a long-range impact on the direction of your firm. As a start-up, your fund requires a customizable platform that combines software and managed services to meet your needs and scale over the life of your business.

3667

Article: Managers Seek Out Managed Services

Managers Seek Out Managed Services for Additional Support

1467

Info Kit: Tamale RMS for Asset Managers

Tamale RMS is the research management solution purpose-built by and for investment professionals. It provides a centralized repository for organizing all research data, both internal and external, in one place—making it easy to access, search, find and share information.

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Video: SS&C Advent for Asset Managers

Video: SS&C Advent for Asset Managers

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Video: SS&C Advent for Wealth Managers

Video: SS&C Advent for Wealth Managers

3624

Paper: Technology and Operations Outsourcing for Asset and Hedge Fund Managers

A guide for Asset and Hedge Fund Managers. Not long ago, technology and operations outsourcing in the investment management industry was largely regarded as a way for firms to reduce their IT overhead and back-office burdens.

6170

Article: Beyond Stocks and Bonds: Investment Managers Navigate a Complex Market

As investment managers navigate the complex market of easily accessible trading platforms and robo-advisors, they are tasked with making near-term and long-term strategic decisions.

6645

The Top 4 Headwinds Facing Investment Managers Today

As investment managers look for direction in this changing market, many find their compasses spinning. Today’s headwinds come from various sou...

5178

Video: Advent Genesis for Portfolio Managers

Optimize your firm’s portfolio management process.

1420

Salentica

Salentica is a leading provider of integrated CRM solutions and software, available on the Salesforce and Microsoft Dynamics 365 platforms. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

5682

How Innovative Wealth Managers Use Technology to Drive Growth

Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities.

6529

SS&C MineralWare

Simplify your mineral and royalty management with our trusted platform, designed for owners and managers. Our automated system captures revenue and JIB data, eliminating tedious manual tasks. With powerful visualization tools, you can easily analyze and track all your assets, ensuring you receive every dollar owed. Our out-of-the-box features provide instant insights into your leases, active statuses, and available acreage.

7022

Article: A New Approach to Technology Gives Asset Managers an Advantage in 2025

The challenges for asset managers remain familiar in 2025: evolving investor expectations, fee pressures, and increasing competition. However, the tools to address these challenges have evolved dramatically. By adopting integrated technology platforms, firms can streamline workflows, enhance portfolio customization, and scale operations to meet rising demands. Read our article to explore how a connected approach can future-proof your firm.

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Paper: Technology and Operations Outsourcing for Asset and Wealth Managers

4422

Emerging Managers: What to Consider When Outsourcing

What does it take to start a hedge fund? And, what functions should a firm outsource in order to prioritize higher level work? The HFM US Operational Leaders’ Summit 2020, held earlier this month, addressed these questions with a focus on addressing operational issues facing the emerging managers...

4293

How Asset Managers Benefit from a Multi-Consumer Data Model

The collection, management and deployment of ever-greater volumes of data and information has become an asset management focal point. According to the July BAIN ...

1614

Video: Geneva for Asset Managers

The only question is: are you ready?

5186

Paper: Why Hedge Fund Managers are Getting Into Private Equity

In the alternative investment arena, staying in one’s own lane is increasingly regarded as a constraint on growth. This

1623

Brief: Geneva for Asset Managers

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

1408

Brief: Tamale RMS for Asset Managers

Get your research anywhere, any time. Tamale RMS is the industry’s first research management solution and provides the investment management industry with a comprehensive solution that brings automation and efficiency to the investment research process.

4092

Brief: Geneva for Institutional Asset Managers

SS&C Advent’s award-winning Geneva® platform provides a comprehensive portfolio management, accounting, and reporting solution that supports any investment within any structure for any region in the world.

1400

Advent Insurance Marketplace

In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers.

7155

Brief: Eze OMS for Fixed Income Managers

Eze OMS™ allows firms to effectively manage fixed income portfolios with out-of-the-box views and workflows, data & analytics integrations, and an open and flexible architecture that allows for unparalleled flexibility.

3762

Report: Diversification is the future

Where will institutional asset managers find the risk-adjusted investment returns to keep their clients happy and help asset owners meet their liability demands? The answer, increasingly, is through diversification. But what factors need to be taken into consideration? Read our guide.

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Podcast Episode #12: The New Era of Product Development

Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers. It’s imperative that firms find technology partners who understand the evolving financial industry and are well-positioned to embrace this next wave of innovation.

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Brief: Must-Have Communications Capabilities for Investment Managers

See the top-five challenges that come with client reporting.

5902

Value Propositions Redefined for Investment Managers

Competitive advantage in a changing landscape The value propositions for wealth and asset managers are being redefined as they face increased pressure to deliver alpha and justify fees. Between the influx of data and easily accessible trading platforms, firms that create a...

5124

Recorded Webinar: Geneva LATAM

As investors diversify their investment strategies, operational complexity increases and managers are required to respond quickly and consistently to any changes in their back office routine. Listen as SS&C Advent experts discuss the benefits of deploying the Geneva® suite.