5298

Ask Advent: The Role of Tech for Investment Managers

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

1356

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.

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.

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

3667

Article: Managers Seek Out Managed Services

Managers Seek Out Managed Services for Additional Support

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.

4023

Video: SS&C Advent for Asset Managers

Video: SS&C Advent for Asset Managers

4090

Video: SS&C Advent for Wealth Managers

Video: SS&C Advent for Wealth Managers

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.

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.

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.

5178

Video: Advent Genesis for Portfolio Managers

Optimize your firm’s portfolio management process.

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.

5658

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.

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...

4048

Paper: Technology and Operations Outsourcing for Asset and Wealth 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.

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.

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.

1626

Advent Revenue Center

Advent Revenue Center® helps firms maximize revenue, increase efficiencies, and reduce risks and errors. Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows.

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.

1407

Tamale RMS

Tamale RMS is an investment research management software that helps centralize your research activities, improve your due diligence, and provide transparency for your investors. With Tamale, investment teams spend their time collaborating on ideas instead of searching for data.

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.

6164

Maximizing Tax Efficiency: Strategies for Investment Managers

Imagine your client calling to tell you they've found their dream vacation home but need to liquidate $50,000 to help with the down payment. They anticipate many additional house expenses and want to avoid taking a huge tax hit. Sound familiar? Portfolio managers face this type of scenario daily....

4825

Debt Fund Managers: How to evaluate tech solutions

How are debt fund managers evaluating the different technology solutions and services available to the private markets? The 3rd Annual CFO/COO Private Debt Chicago conference hosted by LPGP Connect in October 2021 sought to address this question, as well as to understand how the growth...

4460

Wealth Managers Can’t Have It All…or Can They?

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. “If we ...

4283

LIBOR Cessation: Investment Managers Look to the Future

SOFR, Ameribor, BSBY, SONIA – what will replace LIBOR as the industry-standard risk free rate becomes obsolete? In a recent

4456

Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors

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-inform...