News and updates on SS&C Advent, the leader in portfolio management, accounting systems, straight through processing, and trade order management #software
Joined July 2009
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20 Dec 2024
For users of #SSNCBlackDiamond and @Schwab4RIAs, simplification is key to providing an elevated user experience. Learn more: cdn.advent.com/assets/1uohe2…
#fintech #wealthmanagement
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9 Dec 2024
Which industries are leading the way with #genAI? 🤔 Brad Hairston and Satish Shenoy talked about the trends, challenges, and success stories we're seeing as more companies push toward #AI adoption. 🤖
Check it out:Â okt.to/4scVfz
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5 Dec 2024
Get excited - SS&C #BluePrismLive is back for another year and registration is OPEN! 🎉
Find your city and register now:Â okt.to/6UfeCN
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18 Nov 2024
The teams from #SSNCBlackDiamond, #SSNCRendezvous, #SSNCAccord, and #SSNCSalentica are at #SchwabIMPACT in San Francisco this week. Attend our session on Wednesday, and stop by Booth #619 to say hello. impact.schwab.com/
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15 Nov 2024
The teams from #SSNCBlackDiamond, #SSNCRendezvous, #SSNCAccord, and #SSNCSalentica will be at #SchwabIMPACT in San Francisco next week. Stop by Booth #619 to say hello. impact.schwab.com/
#fintech #wealthmanagement
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14 Nov 2024
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
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12 Aug 2024
The teams from #SSNCBlackDiamond and #SSNCAccord are happy to be back at #LPLFOCUS in San Diego, CA, this week. Visit us in the exhibit area at Kiosk #1022, and let's discuss how our technology can benefit your firm. lpl.com/about-us/what-we-do/…
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9 Aug 2024
The teams from #SSNCBlackDiamond and #SSNCAccord will be at #LPLFOCUS in San Diego, CA, next week. Visit us in the exhibit area at Kiosk #1022, and let's discuss how our technology can benefit your firm. lpl.com/about-us/what-we-do/… #fintech #wealthmanagement
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12 Jun 2024
The combined power of #SSNCBlackDiamond and #SSNCAccord empowers family offices to provide their clients with in-depth, personalized reporting that includes entity structures and the ability to present and visualize the family's complete financial picture. okt.to/ENfTkb
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8 Mar 2024
This #internationalwomensday, Catrin Locke shares the importance of women in the workplace.
#IWD2024 #InspireInclusion
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29 Jan 2024
Get ready for the rollout of T 1 on Tuesday, May 28, 2024, by reading our recent blog. advent.com/news-and-insights…
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24 Jan 2024
Tune in to this thought-provoking episode of Tech It Up, covering everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond. lnkd.in/gtghQwCq
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23 Jan 2024
The updated European Long-Term Investment Funds Regulation (ELTF 2.0) has opened new opportunities for investment firms. Stay informed about the operational and technology impacts by reading our latest blog post. advent.com/news-and-insights…
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19 Jan 2024
Learn how #SSNCRendezvous provides advisors with a fully-integrated #modelmarketplace that will elevate your firm's level of service. advent.com/news-and-insights… #fintech #AskAdvent
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17 Jan 2024
Take a scroll down memory lane and read along as we review the top five #SSNCGeneva blogs of 2023. advent.com/news-and-insights… #2023inreview
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12 Jan 2024
What themes from 2023 do you believe will continue to permeate the industry moving forward? Read our latest blog from Boris Bhykovsky, where he shares his thoughts on creating efficiency through technology and more of what's to come in 2024. advent.com/news-and-insights…
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8 Jan 2024
With #SSNCBlackDiamond and @dpl_fp, you don't need to leave your book of annuity assets behind when you start your independent RIA. Learn more: advent.com/resources/all-res…
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8 Dec 2023
Learn how #SSNCRendezvous provides advisors with a fully integrated #modelmarketplace and proposal generation solution exclusively for #SSNCBlackDiamond users. advent.com/news-and-insights…
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5 Dec 2023
The #SSNCBlackDiamond and #SSNCRendezvous teams are excited to be at the #Levelfourfinancial #FOFA event this week. alpsadvisors.com/rendezvous #fintech #wealthmanagement
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20 Nov 2023
Proactive monitoring and tax-loss harvesting are just some of the features found within the native #SSNCBlackDiamond Rebalancer. Learn more: cdn.advent.com/assets/ighfqw…
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