Article

Reinventing the Portfolio Management Experience

The Way Forward: Customization

Firms that want to attract and retain new investors must be able to deliver a modern, client-centric experience that strikes the right balance between personalized attention and smooth digital interaction. Tim Duffy, Solutions Manager at SS&C Advent shares how firms can create this custom experience through direct investing and robust technology.

Bring intelligent automation to portfolio construction, rebalancing, and trade creation with the market’s most scalable and cloud-native portfolio management solution, Advent Genesis.