Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.
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Access commission-free insurance and annuities to grow your practice and deliver greater client benefits – right from your desktop.
read moreLeverage a comprehensive suite of modernized, scalable, and intuitive investment management solutions, designed to optimize your workflow.
read moreWith Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.
read moreIncrease efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.
read moreWith access to product developers and unique product expertise, our services team can help you get the most out of our solutions.
read moreIncrease productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.
read moreDrive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.
read moreThe Genesis Platform offers deep, purpose-built applications covering all facets of the investment lifecycle - portfolio management, trading, analytics, accounting, and reporting.
read moreManage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently – all within the Genesis Platform.
read moreLeverage an industry-standard and comprehensive portfolio and investor accounting solution to diversify your strategies and drive growth for your business.
read moreA portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.
read moreWith capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.
read moreSalentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.
read moreWe right-size our solutions and services to fit your needs and fuel your growth.
read moreMineral Management. Simplified.
read moreBy merging superior technology from the SS&C ecosystem, the Trust Suite of products delivers a uniquely comprehensive offering for trust companies.
read moreSyncova’s powerful tools enhance margin and financing management, high quality analysis, reconciliation, replication, alerting and reporting.
read moreWith Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.
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