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Breaking Down Silos
A Connected Investment Experience
Inspire Trust Company
“As a startup, we don’t have the resources to staff for a full operational footprint, which is also why going with SS&C was a key part of our decision. We needed a managed services offering and the technology to leverage our small team.”
Black Diamond Digital Message Surveillance (DMS)
Manage compliance of digital communications from email, text, social media, and Black Diamond Timeline with simplification.
Wealthquest
“Engage opened up a firm-wide automation capability that enabled us to tackle text messaging. We brought in our voice system, Ring Central, and built the automation necessary in Power Automate to create a straightforward, efficient, and compliant text messaging platform.”
Achieving Tax Alpha
Having the Right Tools for the Job
Managing Growth
How One Investment Firm Plans to Scale and Grow with Technology
SS&C Accord
The power to connect harmoniously with SS&C Black Diamond
Everything You Need to Know About Accessing Data in Geneva
Geneva Fundamentals
It’s Not What You Make, It’s What You Keep
Tax-Efficient Investing
From Email to Social Media | Decoding Compliance Challenges in Wealth Management
By Martin Orbach, Vice President, Regulatory & Analytic Solutions, SS&C Risk & Compliance Intelligence
Cash Strategies in a Shifting Interest Rate Market
Unlocking insights, a deep dive for cash investors.
Black Diamond CRM
A truly unified experience for advisors.
Voted Best Portfolio Management System Provider
2023 Waters Rankings
Voted Best Accounting System Provider
2023 Waters Rankings
Overcoming Operational Limitations in Business Expansion
Clear Path Analysis Roundtable Conversation
Advent Insurance Marketplace Powered by DPL Overview Video
Insurance belongs inside financial plans.
Estate Tax Law Changes: How Financial Advisors Can Prepare Clients
Changes in the estate tax law will affect individuals with a net worth above $12 million.
Black Diamond Wealth Platform - For Family Offices
Manage unique and complex portfolios with an end-to-end, best-practice technology stack.
Technology & Operations Trends in Wealth Management 2023
Pivotal moments explained by leading industry experts
Scaling a Holistic Financial Advice Business
The Products, Services, and Technology Needed to Compete
Provide Holistic Financial Planning with Insurance
AIM’s best-in-class insurance solutions can help grow your firm and retain clients.
Move with the Markets
Investing in Credit and Derivatives
The Search for Scalable Growth
Complexity, Customization, and Competition
Beyond Stocks and Bonds
Investment Managers Navigate a Complex Market
Everything You Need to Know About Monitoring Co-Sourced Operational Workflows
Advent Managed Services Fundamentals
Empowering Financial Advisors: Mastering Digital Communication and CX
Differentiate your business with a scalable and customizable client communication strategy.
Corporate Actions Processing
Ten common pain points and how to resolve them
Geneva® Suite
Leverage an industry-standard and comprehensive portfolio and investor accounting technology platform to diversify your strategies and drive growth for your business.
Anonymous - High-Net-Worth Family and Institutional Asset Management Firm
“We no longer have to maintain the infrastructure. That was one of our biggest challenges, maintaining the servers and keeping them updated. Now [Advent Managed Services] can handle those upgrades and we don’t have to be bothered with that.”
Low Beta, High Alpha? Yes!
Leveraging Operations to Achieve the Right Balance in a Volatile Market
Charitably Minded: What Giving Vehicle Is Right For Your Clients?
Exploring tax-efficient charitable donation options to benefit your client and their charities.
The Search for Scalable Growth
Investment managers views on complexity, customization, and competition.
How to Plan & Prepare for T+1
A Guide for Asset & Wealth Managers
Advent Genesis
Bring flexibility and scalability to complex portfolio management.
A Powerful Differentiator: Delivering a Personalized Investor Experience
Active managers have the chance to differentiate themselves with personalized, niche strategies.
SS&C Black Diamond: Empowering Women & Delivering Compliance Excellence
Jen Becher, Vice President Client Experience, discusses the accolades that reinforce why Black Diamond is an industry leader.
Maximizing Your Performance Marketing Strategies While Meeting Regulatory Requirements
Insights for private fund managers.
Preparing for DORA: What Does it Mean for Your Business?
Getting ready for the The Digital Operational Resilience Act (DORA)
Advent Geneva® Operations Hub
Streamlined data governance, quality assurance, and operational transparency.
Turning Point: The New Technologies Helping Hedge Funds Evolve
Many hedge fund COO’s appear resistant to the idea of deploying AI—and similar types of disruptive technology—in-house. But that’s only part of the picture.
Digitizing the Client Experience: Keeping Up with a Changing World
Learn how building trust in the digital age is essential for advisors.
Aite Matrix: RIA Portfolio Management and Reporting Systems
Learn why SS&C’s Black Diamond took the top spot in the vendor and product strength categories.
First Trust Direct Indexing
“Outsourcing key operational and technical components to an organization that can add incremental resources as we grow is a great advantage.”
Special Needs Trust: How To Simplify Operations
Learn the value of Managed Services for Special Needs Trust administration.
Black Diamond Empowers Advisors with Complete Enterprise Solution
Steve Leivent, SVP & Co-General Manager of SS&C Advent, explains the strategy behind the Black Diamond® Wealth Platform.
Private Credit Funds: Challenges and Opportunities
Global Custodian featured interview with Bhagesh Malde, global head of SS&C GlobeOp, and Karen Geiger, Co-head of SS&C Advent.
Conestoga Capital Advisors LLC
“At a firm our size, the portfolio managers wear many hats, and if they need to go in to rebalance a portfolio, they need to be able to generate the orders efficiently and accurately, without a lot of complexity.”
Direct Indexing: A Differentiator for Advisors in a Commoditizing Industry
Discover the benefits and how technology makes it more feasible for advisors.
SEC Exam: Let's Prepare for the Marketing Rule and Fiduciary Duty
When preparing, where should you focus your time and resources?
Drivers of Innovation
Six Key Trends Reshaping Asset and Wealth Managers’ Technology Strategies
Reinventing the Portfolio Management Experience
The Way Forward: Customization
Keep Your Book: How to Accelerate Your Transition to Independence
Learn how to retain and reclaim control of annuity assets from your previous broker-dealer.
Investing in Loans: Time to End the Paper Chase
How digital data solutions accelerate processing and settlement.
The Transformation of Private Equity
Your operational guide to staying competitive and profitable.
Managed Applications
Move your technology to the cloud.
Managed Operations
Outsource your operational processes.
Managed Services
The flexible solution for technology hosting and operations outsourcing.
Correct Capital Wealth Management
Created operational efficiencies and streamlined workflows to allow for comprehensive annuity reviews now that they were fiduciaries under the new RIA.
Advent Managed Services Console
Replace outdated spreadsheets and emails with complete control and oversight.
Outsourcing Investment Models Allows Advisors to Focus on What They Do Best
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
SS&C Advent Client Story: Johnson Investment Council
Investment managers can start each day with confidence
The Path Forward: Client-Centric Strategies
Technology that makes it possible.
Advent Custodial Data and SS&C Innovest
“If quality and reliability of data are what matter most to you, there isn’t another provider out there that can deliver on that the way ACD does.”
Rising Complexity Shifts Technology Needs
By Aani Nerlekar, Sr. Director, Solutions Management & Solutions Consulting, SS&C Advent
AIM’s Breakaway Accelerator Program
You no longer need to leave your book of annuity assets behind when you become an independent RIA.
Geneva® Investor Accounting & Reporting
Leverage an industry-standard and comprehensive investor accounting technology platform to diversify your strategies and drive growth for your business.
Understanding Business Continuity in the Post-Pandemic Office
What's next for operations, technology, & managed services.
Elevate the Financial Planning Experience
Black Diamond and RightCapital offer an enhanced financial planning experience.
Innovest: Demystifying Trust Technology Solutions
Modernize your trust technology solution to achieve better client outcomes.
Decker Wealth Management
Selected Black Diamond as a differentiator for how they wanted to run their business.
Investor Accounting for Private Markets
Everything You Need to Know About Investor Accounting for Private Markets
The Del Monte Group Story
Leveraged Black Diamond to better focus on their client’s entire wealth picture.
Monitoring Investors and Employees for Insider Trading
Given the pace of today’s markets and the speed and volume of news cycles, technology increasingly offers the best solution for protecting your firm and your clients from breaches of trust like insider trading.
Technology & Operations Trends in Wealth Management 2022
Key developments explained by industry experts
GIPS 2020 is Shaking Up Performance Metrics & Reporting
There are many compliance benefits that come with the GIPS 2020 specifications, including those for alternatives.
Wealth Management Trends in Asia-Pacific
Challenges, opportunities and technology solutions
The Golden Age of Private Credit? Opportunity in Uncertain Times
Laying the operational foundation for success.
Are Your Proprietary Calculation Models a Barrier to Growth?
“When not supported by a flexible and scalable framework, running a business on custom calculations and custom rules - such as portfolio composition requirements - is time consuming, error prone, and ultimately puts the business at risk.”
Advent Rules Manager
Easing the Compliance Burden
Delivering Portfolio Customization Without Increasing Operational Complexity
Portfolio managers are creating personalized experiences for investors to compete in today’s hypercompetitive environment.
What is Advent Managed Services?
With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.
Retain Clients’ Heirs With The Right Technology
Boomers are retiring at twice the rate. Are you ready for what comes next?
Klaas Financial
Elevated their level of client service by bringing operations in-house.
Wealth Managers and Investment Advisors: How to Add Value in a World of Free
Three areas your firm can differentiate your services in order to compete.
When Markets Fall, Investor Complaints Rise. Is Your Compliance Program Prepared?
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Innovest Payment Solutions
Sophisticated technology driving innovative, user-friendly solutions for retirement platforms, third-party administrators and their customers.
Innovest Trust Solutions
Technology & scalability to drive trust accounting, philanthropy & self-directed IRA platforms.
Outsourcing Across The Buy Side—Look Before You Leap
Outsourcing business processes and technologies to specialist third parties is an integral part of the global investment management industry.
How Rising Interest Rates Call for Fresh Approaches to Wealth Management M&A Strategies
The evolving nature of acquisitions.
What's Next For Investment Operations?
Five drivers accelerating the trend toward managed services.
How Trust Companies Are Delivering First-Class Client Experiences
Client Story: Trust Company of the South
Critical Strategies for Turning Heirs into Clients
88% of heirs do not stay with their parents’ financial advisors.
Advent Managed Services Console
Gain confidence and control with total transparency into your managed services operations.
Optimizing Fund Order Management and Distribution
The power of a flexible operating model
The Business Case for Managed Services
Build a compelling outsourcing case.
Why Hedge Fund Managers are Getting Into Private Equity
How to make it work.
Moxy® + Advent Genesis®
Why Add Advent Genesis to Moxy: A Comparison
Advent Genesis for Portfolio Managers
Optimize your firm’s portfolio management process.
Advances in RegTech: Managing Compliance Mandates
Why looking to Regulation Technology (RegTech) to support your FINRA, SEC, and FinCEN surveillance and oversight requirements is now a must-have.
Understanding RegTech: How to Manage the Increasing Complexity of Compliance
Six key compliance issues to address today
Portfolio Customization at Scale
Taking a client-centric approach with advanced technology
SS&C Trust Suite
Clients expect more from their trust and wealth providers than ever before.
The SS&C Black Diamond Wealth Platform Reinforces the Human Touch
SS&C’s Black Diamond® Wealth Platform was honored as the winner of the Overall US Wealthtech Provider category in the inaugural WealthTech Americas Awards 2022.
Private Equity: Trends, Challenges, and Solutions
Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology.
Customising the Portfolio Accounting Experience Relies on Superior Technology
The global private credit market has experienced significant growth. What does this mean for your operations and workflows?
Achieving Operational Excellence for Private Credit and Private Debt Strategies
Panel discussion as part of the Hedgeweek webinar series.
Kimery Wealth Management
This firm worked in a traditional wirehouse setting but grew disenchanted with the policies and protocols and needed to find a third party solution with access to SMAs and UMAs.
Essex Financial
The firm wanted to resolve issues with its client billing and reporting with a comprehensive, cloud-based technology solution.
Geneva® Managed Services: Investor Allocations
Leverage our managed services offering to provide comprehensive investor accounting and servicing with a full-suite of NAV reporting on your behalf.
Atlas Brown
They sought to transition to a cloud-native portfolio management system with the flexibility to manage their highly customized solutions, proprietary portfolios, and alternative investments.
Berman McAleer
Enhanced the overall client experience and elevated employee morale by transitioning from their 20 year old legacy system to Black Diamond’s cloud-native platform.
The 'New Normal' is Already Here. Have Firms Adapted?
WealthManagement.com 2022 Market Outlook
The Universal Wealth Platform: The Flexibility to Master Diverse Client Needs
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Valuing Collateral and Managing Risk in Structured Lending
A Systematic Approach
AOS Named Best Outsourcing Provider
Advent Outsourcing Services named 2021 best outsourcing provider to the buy-side by WatersTechnology
How to Manage Intergenerational Wealth Transfer
Three critical strategies for advisors
Black Diamond Client Relationship Timeline
Embark on a shared financial journey with your clients and other stakeholders through an intuitive digital experience.
Black Diamond + Risk & Compliance Intelligence Platform
Backed by the power of SS&C Technologies, the Black Diamond® Wealth Platform and the Risk & Compliance Intelligence Platform (RCI) seamlessly connect to provide an accurate and automated oversight experience.
Black Diamond Compliance Oversight
Gain access to tools and services that help you effectively meet your regulatory requirements and uphold your own compliance initiatives.
Employee Story: Nicholas Nolan on winning the Best Fund Accounting and Reporting Software Award from Hedgeweek
“Continuing to build strong integrations, continuing to focus on users’ experience in our products, focusing on the workflows that are most important to our customers…Those are the things our customers expect from us and those are the areas that we want to focus on and help them grow their business.”
Portfolio Customization at Scale: Technology Tools that Make It Possible
Active managers have the chance to differentiate themselves with personalized, niche strategies.
Caldwell Sutter Capital
After a variety of strategic acquisitions, Caldwell Sutter Capital found themselves needing one comprehensive reporting solution that could simplify and automate much of their back office.
SS&C Salentica & Black Diamond: What’s New & What’s Next
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
Developing a Managed Operational Services Model
Roundtable Debate & Whitepaper Report.
Employee Story:
Ben Simmers on processing loans with Geneva Managed Services
“If we think about the life of the trade... it can vary quite significantly from loan to loan across both the syndicated and private space. A lot of the time, we're receiving these notices directly from the agent and we're able to take these manual tasks off your plate. When engaging with Advent managed services, you know you are getting the most out of your solutions.“
Schechter Investment Advisors
With its growing investment practice they sought out to find a more flexible, powerful, and robust reporting system that also offered tight custodial integrations.
Lessons Learned from the Pandemic and Tomorrow’s Opportunities
WealthManagement.com: 2021 Midyear Outlook.
Modernizing the Trust Company Client Experience
Exploring new solutions to accelerate digital transformation.
Employee Story:
David Hopcraft on Leveraging Managed Services and Geneva
“One of the unique advantages of working with Advent Managed Services is that we’re not only managing the service, but we also developed the product.”
Keeping it Lean and Mean
After the pandemic, asset managers are increasingly turning to outsourced technology solutions.
Controlling Data Chaos: The Competitive Advantage of Marshalling Information
How to cope with information overload and benefit from the growing adoption of research management software.
From Money Manager to Financial Coach
Advisors pivot in response to changing client needs.
The Journey to Independence
Black Diamond combines high-tech with high-touch to provide a confidential and specialized implementation process designed to help advisors start their own independent RIA. Our unique process will have you ready to service clients before you breakaway.
The World of Private Equity is Changing
How to up your operational game to stay competitive and profitable.
Forbes Family Trust
Forbes Family Trust sought a modern solution for tracking and reporting on illiquid assets and alternatives that would also scale across their multi-family office.
Outsourcing for Business Continuity and Disaster Recovery
Lessons from a Pandemic: Business continuity and disaster recovery - what's required?
The Universal Wealth Management Platform
How one operating model serves multiple wealth segments.
Everything You Need to Know About Processing Loans and Credit Investments
Geneva® Fundamentals
Key Client Fiduciary Advisors
While on the path to becoming an independent hybrid advisory, Key Client Fiduciary Advisors needed a comprehensive and flexible platform that would help them manage their unique business model.
Black Diamond Wealth Platform - For Independent Broker-Dealers
Add and retain new clients, while also attracting new advisors with advanced technology.
Black Diamond Wealth Platform - For Breakaway Advisors
The road to independence starts here.
Technology & Operations Trends in Wealth Management 2021
Key Developments Explained by Industry Experts
Data Management and Governance Take Center Stage
Managing data assets.
Bridging Private Equity and Hedge Funds
Private Equity Wire, European Service Provider Insights, May 2021
Appetite for Diversification to Underpin HK Progress
Global Fund Media, Hong Kong Fund Services in Focus, May 2021
The New Marketing Rule: A Focus on Performance
The long-awaited modernization of the SEC Rule 206(4)-1 (Marketing Rule) under the Investment Advisers Act of 1940 went into effect on May 4, 2021. The majority of changes that a firm will need to make in order to comply with the new Marketing Rule are performance related.
Everything You Need to Know About Your Internal Book of Records
Geneva® Fundamentals
Everything You Need to Know About Fund Structure Accounting
Geneva® Fundamentals
What to Look for in a Managed Services Provider
5 key questions to ask.
Digital Transformation and What it Means for RIAs
It's not just a buzz phrase anymore, but an urgent imperative for success.
Better Ways to Work
Operational improvements emerging from the pandemic with SS&C Advent Professional Services.
Advent Investment Suite
Seamlessly integrated suite of investment management solutions.
Polunin Capital Partners
“Being able to trust the SS&C Advent solutions and not have to second guess the output will help free us to get on with running our business.”
Managers Seek Out Managed Services for Additional Support
Hedgeweek European Service Provider Insights 2021
Geneva for Hedge Funds
Expansion puts alternatives at a technology crossroads.
Geneva for Asset Managers
Leverage Geneva's comprehensive, global asset class coverage to diversify your strategies and differentiate your business.
Geneva World Investor
Comprehensive investor accounting and servicing for any fund structure.
Better Together: Black Diamond and Salentica
Discover how the Black Diamond® Wealth Platform pairs perfectly with SS&C Salentica for CRM.
What to Look for in a Managed Services Provider
Five key questions.
You Don’t Need Another Product. You Need a Partner.
Black Diamond is part of the LPL Financial Vendor Affinity Program.
SS&C Advent Investment Suite Overview
Simplify your work. Empower your business.
Black Diamond + RCI: Delivering Compliance Confidence
Two SS&C products working together to provide an accurate and automated oversight experience.
CPS Investment Advisors
“Advent Genesis makes your portfolio managers more effective.”
Building an Effective Framework for Successful Data Governance Strategies
Managing data assets in 2021.
The Growing Impact of ESG on Global Investment Management
Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors, while also contributing to the overall sustainability of the planet for future generations.
The Importance of Support as Complexity Rises in Private Debt
HedgeWeek & PrivateEquityWire: Private Debt in Focus - 2021.
Advent Insurance Marketplace Powered by DPL
Powered by DPL Financial Partners
Driving Front Office Productivity
An Overlooked Opportunity?
Anonymous - Equity Investment Manager - Healthcare Industries
“As an investor, we’re only as good as our diligence. And being able to access that diligence, explore what we’ve learned and to stay up to date—that’s the big benefit of Tamale.” - Life Sciences Investment Analyst
The Top 2020 Takeaway: Digital Client Engagement is Essential
WealthManagement.com: 2020 Year-end Outlook
Keeping Clients Engaged Using Technology
The trend toward digital client engagement.
Advent Investment Suite: Powerful Simplicity for a Complex Business
Technology and services linking everyone in your organization, from senior executives to portfolio managers and operations teams, elevates each person’s performance with sharper insights. Partnering with a leading provider streamlines processes, mitigates risk, and enables scale.
Wealth Management Technology Forecast 2020-2023
A guide for navigating uncharted waters.
Aspen Private Advisors
Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management in order to build their client-centric RIA business.
Sp-Fund Management
“The SS&C Advent solutions are an integral part of Sp-Fund Management’s business. They tie together our back, middle and front office processes.”
SS&C Advent Updates Key Offerings
The global pandemic is spurring upticks in demand for cloud-based and outsourcing options, SS&C reports.
Is Your Firm Compliant with the 2020 GIPS® Standards?
Countdown to December 31, 2020 – Is Your Firm Compliant with the 2020 GIPS® Standards? The effective date to claim compliance with the 2020 GIPS standards is just one month away. This session will highlight what you need to do to be ready, including some of the common challenges of implementing the 2020 GIPS standards and practical solutions to overcome them.
Finding the Best Solution to Investment Managers’ Technology Needs
Africa Global Funds: Services Providers Awards 2020.
Black Diamond: Client View Application
Client-focused technology that works the way you do.
Sea Change: Ensuring Operational and Technology Readiness with Geneva
A guide for the LIBOR transition.
Efficient & Accurate Alternatives Reporting
Presented by SS&C GlobeOp and the Black Diamond Wealth Platform.
Private Credit and the Pandemic: Uncertainty Creates Opportunity
The operational foundation for success.
Meeting the Demand for Diversification
The operational foundation for a multi-asset environment.
Black Diamond: Client View Application
Client-focused technology that works the way you do.
Investrack
Engage clients. Empower advisors.
Family Office Technology
How to build for growth.
SS&C Advent Professional Services
Maximize the value of your tech investment.
Advent Syncova® Calculation Engine
Scale your business and improve accuracy with automation.
Geneva Migration Manager
Accelerate your Geneva upgrade and reduce costs.
The Advent Custodial Data Advantage
Automating your reconciliation process just makes good business sense.
Archvest Wealth Advisors
Selected cloud-based technology from the beginning, which resulted in a flexible work environment and support for the firm’s growth strategy.
Geneva - Built for Change
Why Geneva is the better choice.
Rise of Co-Sourcing as Client Needs Change
Hedgeweek: Technology Innovations In Focus 2020
Black Diamond Wealth Platform: Service as Powerful as the Technology it Supports
As your strategic partner, we act as an extension of your team.
Automating Fees with Geneva
“Geneva World Investor solves for hedge funds, private equity managers, asset managers, and fund administrators for their investor allocation needs.“
Uncover Front Office Transformations
As firms proactively manage risk, capital, and regulation, many are redefining their business model with innovation to gain a winning edge.
Industry Insight: Gary Berger, Partner at CohnReznick LLP
“Fund managers want to focus on generating alpha and their investment returns, and not focus on becoming a technology company.”
SS&C Advent Geneva & Eze Investment Suite
Improve accuracy and reduce risk in processing complex instruments.
Industry Analyst Insight: Cindy Sealey from Cutter Associates
The client lifecycle for asset and wealth managers.
Simplify Rebalancing for Complex Portfolios
Provide your clients with portfolios that better meet their needs.
Client Story: James Meadows from Manitou Investment Management
SS&C Advent provides the perfect end-to-end solution to help enrich the client experience.
Industry Insight: Gail Bernstein from Investment Advisor Association
What software vendors need to know to better serve advisors.
Tamale RMS Infographic
Helping you optimize the value of research.
Investrack Document Management
Enhancing client engagement through personalized document delivery.
Investrack Workflow Management
Streamline and strengthen your mission-critical business processes.
Reby Advisors
Increased productivity by transitioning to Black Diamond’s fully integrated, proactive and robust Rebalancer.
Zevenbergen Capital Investments
“Selecting Advent Outsourcing Services (Advent Managed Services) for cloud delivery has made it so much easier to take advantage of new capabilities in APX and Moxy. AOS (Managed Services) has been a game-changer for us.”
GIPS® Committees & Working Groups
A review of standard practices.
Best Practices in Composite Management
A guide for firms new to compliance with the GIPS® standards.
Client Story: Glenn Warden from Bahl & Gaynor
Advent Outsourcing Services, APX and Moxy provide a “Cadillac-like“ experience.
Sleeve Accounting With SS&C Advent
GIPS has changed everything.
Hedge Fund & Private Equity – Blurring Lines
“We’re seeing hedge fund and private equity funds start to blur their lines…and what Geneva can do is handle not only the complex asset classes associated but also account for corresponding investors with those assets, all in one system.”
Transparency and Timeliness as Client Base Becomes More Diverse
Private Equity Wire: European Service Provider Insight.
Managing Diverse Assets in the New World
HFM EU Services Awards: Winners Report 2020.
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.”
AdvicePeriod
Built a technology–forward, modern wealth management firm with Black Diamond as the core system of their tech-stack.
Data Governance
Why investment organizations can’t do without it.
The Rise of Direct Indexing in a Zero Commission World
Rebalancing technology ushers in new era of risk-adjusted performance.
Advent Genesis: A Single Solution for Portfolio Management
Cutting edge technology. scalability and customization for active portfolio management.
Our Commitment to You
Karen Geiger, Senior Vice President and Co-General Manager describes the development strategy for SS&C Advent solutions.
Demand for Technology Continues as Appetite for Alternatives Persists
Hedgeweek European Service Provider Insights: Special Report 2020.
Black Diamond Rebalancer: Agility During Market Uncertainty
Proactively safeguard your clients from undesirable risk.
Advent Corporate Actions for APX
Overcome the challenges of Corporate Actions Processing in APX using Advent Corporate Actions.
Harness Today’s Tech
The best technology fades into the background.
IBS Capital Allies
“The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs. Our clients love it because it’s highly intuitive and really simple to use.”
2020 SEC Exam Priorities and Practical Compliance Solutions
We have partnered with Focus 1 Associates to bring you a detailed webinar focusing on the changes your firm can expect in 2020.
Support Operational Success
By delivering normalized data.
A Complete Trading and Compliance Solution
View the recording to learn how SS&C Advent’s trading and compliance solution can effectively benefit your bottom line.
Planning for Technology Stack Success
Top questions advisors should ask technology providers.
Geneva World Investor
A single, integrated, end-to-end solution for portfolio, fund, and investor accounting.
Asset Owner Investment Insourcing
Building the foundations for success
Top 3 Reasons Clients Use Advent Outsourcing Services
Let us help you better serve your clients.
Black Diamond Service Model
We embody the true meaning of a technology partner.
What’s Next on the Digital Journey?
Technology is built for both today’s realities and tomorrow’s possibilities.
Advent Genesis
Watch the product preview to learn more about Advent Genesis.
Client Story: TIG Advisors
“We made the decision to go with Advent Geneva…and have been impressed with the onboarding process and have high hopes that it’s going to allow us to expand into different strategies because we know that Geneva can handle these.” - Mike Fastert from TIG Advisors
Client Story: Fieldpoint Private Bank & Trust
Providing an ongoing partnership.
Moving the Industry Forward
Since the launch of the Black Diamond Wealth® Platform, we have expanded the breath of our offering and the scope of our core capabilities.
Portfolio Management and Trading
Streamline your workflows with a single solution.
Advent Corporate Actions for Geneva
Overcome the challenges of corporate actions processing with Geneva®.
Advent Custodial Data® and Advent Portfolio Data
Industry-Leading Global Connectivity to Custodians, Prime Brokers, Administrators.
2020 GIPS Standards and Emerging Performance Trends
View the recording to learn the 2020 GIPS® standards and emerging performance trends.
Client Story: Doug Turner from Diversified Trust
“It gives us the ability to deliver the solutions our clients are looking for, especially that next generation of clients.” – Diversified Trust
Client Story: Plante Moran Financial Advisors
A true partnership from day one.
Client Story: Parallel Financial Advisors
Learn how one advisory firm engages their clients.
Geneva Elements
Our industry-leading solution, cutting-edge for tomorrow's investor.
Expansion Puts Alternatives at a Technology Crossroads
As hedge fund and private equity firms expand into multiple lines of business, they are running into operational obstacles. This paper explores some of the challenges of strategy proliferation—and solutions for overcoming them.
Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices
WealthManagement.com - 2020 Market Outlook.
Digitizing the Client Experience to Compete and Grow
Driving your business for the long run.
Stonehage Fleming
“There’s a really good understanding between SS&C Advent and us of our day-to-day business, and what we want out of the systems and services. It’s a relationship that has just grown and grown.”
C-Suite Confidential: Ten Key Tech & Ops Trends
For the wealth management sector looking into 2020.
Systemized Fee Calculations
Fee structures will only continue to grow in complexity. View the webinar to investigate the operational complexities of managing alternative fee structures.
Driving Innovation with Black Diamond
Financial advisors are bound to face obstacles in their practices at some point and innovation can help address some of those challenges.
Manitou Investment Management
“Using Advent Data Solutions allows us to reconcile around 1,500 accounts—all transactions, all positions—in less than 10 minutes every morning.”
Geneva Optimization Services
Get more value from Geneva.
Advent Revenue Center
Comprehensive invoicing and revenue management. Advent Revenue Center helps firms maximize revenue, increase efficiencies, and reduce risks and errors.
SS&C Advent Embraces AI for Product Development
The company is using machine learning and natural-language processing technology to enhance its Tamale and Geneva platforms.
Upgrade Services
Stay up to date to make the most of your technology
Custom Engineering Services
Solutions for unique reporting and workflow needs.
Dalton, Greiner, Hartman, Maher & Co., LLC
“What convinced us to go with APX was that we could pull the work of five systems together on a single platform.”
Dalton, Greiner, Hartman, Maher & Co., LLC
Advent Services delivers 'on-time, on-budget' APX implementation for DGHM.
Five Trends Driving Technology Decisions
Daniel Eriksson and Shana Bruner discuss trends in asset and wealth management.
Platform Integration: Quality Matters More than Quantity
WM.com Midyear 2019 article.
SS&C Black Diamond Wealth Platform
Discover the power of this award-winning wealth management platform.
SEC Exam Survival Guide
Prepare in 12 steps.
Salentica voted Best Cloud-Based Application Provider
Waters Ranking 2019 Awards - Waters Technology readers have voted Salentica as the best cloud-based application provider.
The Data Demand
Roger Woolman, Director, Funds and Alternatives at SS&C Advent, reflects on the present demands coming from investors in his interview with HFM Global.
Asset and Wealth Management Suite
Watch the product preview to learn more about Advent's end-to-end solution for asset and wealth managers.
Optimizing Wealth with New Technologies
AssetTV: Mid-Year Outlook.
Cloud Hosting Can Help Improve System Agility
In his latest interview with Hedgeweek, Roger Woolman, Director, Funds and Alternatives at SS&C Advent, shares his views.
KuE Capital
“Having Tamale to organize all our information in an intelligent manner ultimately leads to making better investment decisions.“
Black Diamond Relationship Timeline
See how the Relationship Timeline within the Black Diamond® Client Experience enables, you, your client and other stakeholders to embark on a shared financial journey through an intuitive digital experience.
Scaling Investment Management
Presented by: Black Diamond Wealth Platform, State Street Global Advisors and SMArtX.
Is Private Debt the New Hedge Fund?
The attraction and growing popularity behind private funds debt.
Avalon Advisors, LLC
“Working with the Advent Outsourcing Services (Managed Services) team has improved our workflows and efficiency tremendously.“
Advent Custodial Data
Speedy, secure, simple. Reconciliation done right.
Black Diamond Platform Partner: SS&C Salentica
Co-general Manager, Derek Landi, talks about the client relationship management solutions offered by Salentica and how the integration with Black Diamond is a competitive differentiator.
Differentiate Your Treasury Technology Platform
Stop letting incremental profitability leak away.
Black Diamond Leadership: Integrations
Listen as Justin Wayne, Senior Solutions Manager, talks about how integrations are a core piece of the Black Diamond Wealth Platform.
Advent TransPort
Need to customize Advent Custodial Data (ACD) data? Save time by automating the process.
Geneva World Investor
Streamline investor accounting and reporting with Geneva World Investor.
Bahl & Gaynor Investment Counsel
For Bahl & Gaynor, the real value of working with AOS is in the added agility and flexibility gained, which enables the firm to pursue growth opportunities.
Geneva® with Advent Managed Services
An unmatched combination of industry-leading technology and operational expertise.
Black Diamond Wealth Platform
Revolutionizing the wealth management experience.
Your Firm is Unique, Your Outsourcing Should Be Too
Leading technology and operational expertise.
Alternative Data Commentary
Mary Storrs of Cutter Associates.
Ziegler Capital Management
Matthew Kowieski, Director of Operations at Ziegler Capital Management, discusses the APX suite
SS&C Global Solutions Management
“What really differentiates Geneva from other players in the industry is how nimble it is, in addition to the wide breadth of functionality that it offers to our clients.“ - Eddie Russo
Black Diamond Leadership: Technology and Recruiting
Steve Leivent, Senior VP at Black Diamond, discusses technology innovation as a game changer for both our clients and the team members we recruit.
Client Story: Richey Kemmling from ACA Compliance Services
Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA.
Investrack
Advisor and client portal.
Client Story: Quest Investment Management
Doug Goebel from Quest Investment Management discusses why APX is the “industry-tested suite” that empowers better investment decisions.
Client Story: Applied Fund Solutions
“Not only was SS&C Advent able to provide the services, but you walk away with the feeling that you’ve developed great relationships as well.” Dan Nikci, Founder and Principal Applied Fund Solutions – Geneva® user
Tamale RMS
Watch the product preview to learn more about Tamale RMS.
Salentica Engage
Watch the Product Preview to learn more about Salentica Engage.
Salentica Elements
Watch the product preview to learn more about Salentica Elements.
Advent Portfolio Exchange
Global portfolio management with multi-currency accounting and comprehensive instrument coverage.
Client Story: BDF
Black Diamond Link for APX and Axys provides tools that make a powerful client portal the center of client conversations.
Executive Overview: Eli George
Eli George, Senior Director of Solutions Management, discusses the features and benefits of Black Diamond Link for APX and Axys.
Client Story: Capital Counsel
Matthew Friedman of Capital Counsel discusses how the Modestspark portal allows clients to view their account information in an easy to use, accessible way.
Black Diamond Client Experience
You can deliver a personalized digital experience for your clients.
Modestspark - Powering the Client Experience
Watch the video to learn about the Modestspark client experience.
Client Story: Duane D'Orazio from Conestoga
A client since 2005, Duane D’Orazio, Managing Partner, Conestoga Capital Advisors discusses the benefits of Advent Genesis™ including ease of use, efficiency and portability.
Geneva for Asset Managers
The only question is: are you ready?
Black Diamond
Where advisors and clients connect.
Client Story: Michael Scott from CPS
Michael Scott with CPS Investment Advisors discusses the search for a solution to increase efficiency and the benefits of choosing Advent Genesis™ with Moxy®.
Managing Private Equity Funds with Geneva World Investor
Geneva World Investor is a natural fit for fund managers and administrators needing to account for and report on closed-end and open-end funds within the same platform that supports their traditional hedge fund business.
Employee Story - Matt Ahlstrand
Matt Ahlstrand, VP describes how APX solves the core needs of investment managers and the value in partnering with SS&C Advent.
Pareto Asset Management
“With Advent, we are able to support our growth, realise more operational economies of scale and efficiencies, and ensure we can offer the high level of services we want to give our clients.”
IBS Capital Allies
“Outsourcing the back office to SS&C Advent has been one of the best business decisions we ever made.”
London & Capital Group
“SS&C Advent's order management and portfolio management systems are fundamental to the way we trade, model, and execute.“
Advent Market Data
Integrate your market data sources seamlessly in the cloud.
Advent Portfolio Data
A single solution to manage your portfolio data.
Investrack Advisor and Client Portal
Thrive on a better client experience.
Outsourcing Bank Treasury Operations
The simple solution to growing business complexity.
What You Need to Know Before You Launch
A guide for emerging managers.
Data Services
How to keep the lifeblood flowing.
Merger and Acquisition Activity for Investment Advisors
Why the right technology stack matters.
Wealth Management Firms: Deliver ROI From CRM
Acquire optimal value and competitive advantage from your core technology platform.
Technology and Operations Outsourcing
A guide for Asset and Hedge Fund Managers.
Trends Reshaping Asset Management
There’s nothing “traditional” about it.
Salentica Data Broker Platform for Salesforce
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform.
Technology and Operations Outsourcing
A Guide for Asset and Wealth Managers.
Salentica Elements on the Salesforce Lightning Platform
A turnkey, yet configurable solution built on the Lightning Platform by Salesforce.
Salentica Data Broker Platform for Microsoft Dynamics 365
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.
Modestspark: An SS&C Advent Solution
Integrated digital platform for APX and Axys.
Black Diamond Link: Modernize the User Experience
Engage clients more effectively and strengthen relationships.
Salentica Engage on Microsoft Dynamics 365
A configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
Client Experience Portal
Home to your client's entire financial life
Black Diamond Rebalancer
Flexibility to support the most sophisticated structures.
Tamale RMS for Asset Managers
Get your research anywhere, any time.
Tamale RMS for Asset Owners
Enhance your manager research and due diligence process.
Geneva for Asset Managers
Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.
Advent Portfolio Exchange
Simplify portfolio accounting and reporting
Advent Genesis
The modern solution for an evolving industry
Anonymous - Diversified Private Investment Firm
New York-based diversified private investment firm with a hedge fund component had a minimal technology infrastructure and selected Advent's Geneva due to its intuitive interface, standardized reporting features and ease of use for non-IT professionals.
Ziegler Capital Management
“The Advent suite just made sense for us.”
J.P. King Advisors, Inc.
“Our assets under management have more than doubled since 2008. That could not have happened so easily without Black Diamond.” Nancy Gire, CPA, CFP,® Senior Financial Advisor and the firm’s Director of Operations.
Disciplined Growth Investors (APX)
Advent allows better client service and mandate adherence at DGI.
Lincluden Investment Management
“With Advent Genesis, we are able to double or triple our accounts without increasing the time we'll spend on rebalancing or trade generation“, AVP Trading, Lincluden Investment Management.
Anonymous - State Division of Investment Services
“The whole migration to Geneva came in on time and under budget.”
William Jones Investment Management (APX)
Williams Jones Merges Multiple Platforms Into One: SS&C Advent.
Advent Outsourcing Services
With the support of a partner that understands your business, and the perfect combination of technology and market expertise, check out Advent Outsourcing Services.
HMI Capital
“Tamale makes us better as an organization. We spend less time filing and searching for data and more time synthesizing key information to help inform our decision making as an investment team.”
Diversified Trust
In search of the complete reporting solution, Diversified Trust needed to expand its ability to report on alternative assets and enhance the client experience.
Advent Managed Services
Do what you do best. Let us take care of the rest.
Operational Support for Closed-End Funds: A Drive for Innovation
The alternative marketplace has never been the quiet corner of the investment world. Change and innovation have been its hallmarks since the earliest derivatives were created. Arguably, that’s why it exists.
Geneva for Emerging Managers
Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery and co-sourcing.
Advent Genesis
Streamline portfolio construction and rebalancing with a scalable, cloud-based solution
Advent Managed Services
An unmatched combination of industry-leading technology and operational expertise.
Eze Investment Suite & Advent Geneva
For more than two decades, SS&C’s Eze Investment Suite™ and Geneva® platforms have earned reputations as market-leading solutions in their respective domains.
M&A Activity in the Wealth Management Industry
The evolving nature of acquisitions.
Advent Data Solutions
Access timely and consolidated account-level information from a growing network of portfolio data sources.
Why the Black Diamond Wealth Platform Stands Out From the Competition
A four-part series of fireside chats where our product experts share their outlook on our product development strategy.
Tools For Building Your Independent RIA
You may be breaking away. But you are not alone.
Black Diamond Wealth Platform
Searching for a new wealthtech stack? Look for robust, next-generation technology and best-in-class service.
Solve the Regulatory Challenge
Effectively manage oversight initiatives.
Tamale RMS for Asset Managers
Leverage Tamale to drive productivity and make better informed decisions to gain a competitive edge.
Tamale RMS for Asset Owners
Strengthen due diligence with the ability to track manager interactions.
Investrack
Portals for investment managers.
Geneva for Institutional Asset Managers
Leverage a comprehensive, front-to-back technology platform to diversify your strategies and drive growth.
Bahl & Gaynor Investment Counsel
Bahl & Gaynor Investment Counsel has a very focused investment philosophy, summed up by its trademarked tagline: Dividends Pay Dividends.®