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. Set yourself up for success with comprehensive asset class coverage, data governance and reconciliation to investor-level reporting.
“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.
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.
Cloud-delivered technology and robust operational outsourcing services available to augment your firm's specific workflows and business needs. Advent Outsourcing Services builds on this experience with cloud delivery capabilities, expanded technology options, and a wider selection of services.
Modestspark provides wealth reporting, document management and a digital service platform that integrates seamlessly with your current system. Modestspark can help your firm power the client experience and - as it supports integration with APX, Axys, and other systems - it’s easy to get started.
Many firms need to customize Advent Custodial Data before sending it to their portfolio accounting systems — often a time-consuming and manual process. Now, a solution is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time.
Leverage key features of the award-winning Black Diamond Wealth Platform without undergoing a system migration. An innovative portal can serve as an important point of differentiation for advisors looking to promote the more personal aspect of their service offering.
Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily reconciliation process. Every day, it automatically consolidates account-level information from more than 800 custodians and funds for reconciliation.
With access to product developers and unique product expertise, our services team can help you get the most out of our solutions. With global engagements and a team built on tenure and trust, we’re able to blend diagnostics, strategy, and execution, so you can maximize your tech investment.
The reports you create — and the decisions you make — are only as good as the data they are based on. Advent Data Solutions delivers accurate custodial, corporate actions and benchmark data directly into your portfolio management and trading platforms, how and when you need it.
Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability. Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater portfolio data source access.
Manage your clients’ complete wealth picture with our purposeful suite of tools, and best-of-breed integrations. Drive profitability, efficiencies and grow your business with the Black Diamond Wealth Platform as the performance reporting software hub of your advisory business.
In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement.
Advent Corporate Actions (ACA) delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff with reliable transaction instructions. It’s backed by our team of corporate actions specialists, standing by to help you interpret complex tax opinions and more.
Discover the leading portfolio and shadow accounting solution for the alternative world. Real-time portfolio management and accounting, investor accounting, and reporting. Geneva excels at portfolio accounting and position management for any instrument, within any structure, in any region.
Life is a series of choices. We’re taught we can’t have it all, that we must pick one thing or another. And with every choice comes an inevitable opportunity cost. Wealth managers face the same predicament when determining and implementing their business strategy. Or think they do.
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.
Where will institutional asset managers find the investment returns to keep their clients happy and help meet their liability demands? The answer, increasingly, is to diversify into multiple asset classes including various forms of alternatives. But what factors need to be taken into consideration.
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.
Tamale RMS® is SS&C Advent’s award-winning research management solution, designed to help firms make more effective use of all the research data pouring into their offices, and ultimately make better-informed investment decisions more efficiently.
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.
Our wide-ranging interview covered their experiences during the pandemic, how they are approaching their new roles as business leaders as well as their outlook on the industry, technology innovation and the evolution of the SS&C Advent business.