SS&C Advent

Disparate systems and multiple data warehouses can't compete with today’s complex strategies, asset classes, and changing infrastructures. Our guide to Modern Front-office Solutions for the Way You Trade Today delves into how you can synchronize your entire firm to enhance precision and speed: https://lnkd.in/e69ixu7F

The team from SS&C has been having a blast this week at #SchwabIMPACT in San Francisco. Tomorrow is the last day, so be sure to stop by Booth #619 and meet the experts from our leading wealth and investment management technology solutions. #SSNCBlackDiamond #SSNCRendezvous #SSNCAccord #Salentica #SSNCSalentica @schwabadvisorservices

If you are at #SchwabImpact this week, join Kyle Fleming, CFA, Product Management at Black Diamond, for an insightful session on Wednesday, November 20. In addition, stop by Booth #619 to meet the teams from #SSNCBlackDiamond, #SSNCRendezvous, #SSNCAccord, and #SSNCSalentica. You will learn how, together with Schwab Advisor Services, we provide tight integrations, intuitive workflows, and seamless access between our solutions. https://impact.schwab.com/ #fintech #wealthmanagement

AI, blockchain, and crypto aren’t just buzzwords—they’re on the SEC’s radar for 2024. From using AI responsibly to safeguarding investor information on blockchain, firms are being put on notice to ensure compliance in this new tech-driven landscape. How could these priorities impact your firm? Read our blog: https://lnkd.in/eUTgzAjk by Martin Orbach #Compliance #RIAs #BrokerDealers #SECExamPriorities

Are your performance analytics helping you make better decisions - or bogging you down? Tune in as our performance measurement experts discuss the challenges and solutions to actionable insights. Listen now: https://lnkd.in/e7DhEuVM

Focus on your strengths, and we'll handle the operations.?Whether it’s minerals, real estate, or trust management, our team oversees the day-to-day, letting you keep the focus on asset growth and client relations: https://lnkd.in/eb3gYYZ6 #fintech #wealthmanagement #managedservices

It’s always great to connect with clients! We had an engaging afternoon filled with peer-to-peer roundtables, solution roadmap updates, and industry insights at our Boston Client Forum. #fintech #Clientfocused

Today, advisory clients demand more customized portfolios, risk management, and rapid adjustments to market changes. At #SSNCBlackDiamond, we're developing the Sleeve Reporting Solution to help advisors meet these challenges. With features like sleeve accounts, it's easier than ever to diversify and personalize client portfolios—all within our streamlined platform. Discover the future of advisory tools in our latest blog by Adam A.: https://lnkd.in/edhSEmCJ #PortfolioSolutions #SleeveReporting #ClientFocused

Unlock the power of API-driven solutions! Our #SSNCBlackDiamond API offers robust tools for seamless integration, streamlined compliance, and customized financial insights. It is ideal for wealth management firms looking to scale and improve customer engagement in today’s digital-first landscape. Dive into our product brief to see how we can drive value for your firm: https://lnkd.in/g2rP54y4

In today's fast-evolving fintech landscape, partnerships like ours with Future Capital are key to pushing boundaries. By integrating #SSNCBlackDiamond with Future Capital's Construct platform, we're making strides in empowering advisors to manage held-away retirement assets while seeing their clients' complete financial picture. Together, we're tackling the challenge of servicing held-away 401(k) assets, paving the way for investors to gain trust and peace of mind with their advisors. Learn more about this partnership: https://lnkd.in/etqbkRCh