SS&C Advent

In our latest podcast episode, we explore what’s fueling SMA adoption and what firms need to do to stay competitive. Tune in to hear Timothy Duffy dive into the rapid rise of SMAs and what it means for the future of active management. Listen now! https://lnkd.in/epquhinp? #SMAs?

Alternative investments present valuable opportunities, but integrating them can be challenging. This whitepaper explores how to streamline data aggregation, automate operations, and scale your alternatives offering. Download it today to learn how the right technology and expertise can help your firm capitalize on these opportunities. https://lnkd.in/eiximVS2 #SSNCBlackDiamond #SSNCAccord #fintech #wealthmanagement

Transitioning from Morningstar Office? The Black Diamond Wealth Platform makes it effortless. Our strategic alliance ensures seamless, accurate, and direct data conversion so you don’t lose valuable history or key portfolio structures. ? Historical transaction integrity – full since-inception conversion ? Account grouping & reporting targets – retained & transferred ? Billing & fee schedules – seamlessly configured No other platform delivers this level of data continuity. Elevate your practice with #SSNCBlackDiamond. https://lnkd.in/dS7mF-Vz #WealthTech #FinancialPlanning #Morningstar

UK-based Vantage Infrastructure established a new client-servicing operating model with SS&C Vision FI and managed services that spans timely and accurate report development, self-service, integrated data and automation, and more. Read the case study for details. https://lnkd.in/egs5-7cZ #fintech #clientreporting #visionfi

Unlock enhanced client engagement with the #SSNCBlackDiamond Client Experience Portal—an immersive, custom-branded portal that offers a 360-degree view of wealth. Drive engagement and provide secure, anytime access with this all-in-one solution. https://lnkd.in/gxkQY9nv #WealthTech #FinTech

A major US asset manager deployed SS&C Vision FI to transform client reporting and communications in a flexible and scalable approach that now creates and delivers high-quality materials for over 2 million clients. Read the case study for details. https://lnkd.in/eYcs7yuA #fintech #clientreporting #visionfi

The future of wealth management growth isn’t just about adding assets—it’s about leveraging technology to scale effectively. At the recent Wealth Solutions Executive Forum, experts explored how AI, automation, and integrated platforms like #SSNCBlackDiamond and the Morningstar Direct Advisory Suite drive new efficiencies for firms. The takeaway? The right tech stack isn’t just a tool—it’s a growth engine. Learn more in our latest blog by Karen Sears. https://lnkd.in/e_ZhfKSf #fintech #wealthmanagement

The latest #SSNCBlackDiamond product release delivers enhanced flexibility and control, helping you elevate the client experience and optimize your workflows. Learn about our releases through a demo here: https://lnkd.in/dhe4AcHE #fintech #wealthmanagement

Providing your investment clients with the accurate, customized reports they expect requires a solution for data, design, and delivery. This info brief outlines the top-five client communications capabilities that are needed - all met by Vision FI. https://lnkd.in/e7_tnbas #fintech #clientreporting #visionfi

At #SSNCSalentica, innovation drives our growth and transformation in Wealth Management. We're investing in key services to empower our clients to expand their offerings and better serve their consumers. As industry trends evolve, our commitment to client success remains unwavering. https://lnkd.in/eBQKiVPS #fintech #wealthmanagement