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Tech It Up | SS&C Advent Podcast

Podcast discussions covering fintech, ESG investing, the new generation of investors and more.

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Right on the Money: Untangling Fee Calculations for Complex Fund Structures

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.”

Everything You Need to Know About Accounting for Fund Investments

2024 Black Diamond Kickoff

Watch Now

Where is the Growth in Investment Management?

Watch Now

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.

Watch Now

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.

Watch Now

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.

Tax-Loss Harvesting Strategies

Watch Now

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

Watch Now

The Search for Scalable Growth

Complexity, Customization, and Competition

Watch Now

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

Everything You Need to Know About Managing Data

Everything You Need to Know About Working with Tax Lots

SEC Service Provider Due Diligence and Oversight Proposal

Everything You Need to Know About T+1

Empowering Financial Advisors: Mastering Digital Communication and CX

Differentiate your business with a scalable and customizable client communication strategy.

Watch Now

Learn How Brazilian Managers Are Achieving Operational Excellence with SS&C Advent

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Corporate Actions Processing

Ten common pain points and how to resolve them

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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.

Watch Now

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.

Watch Now

Preparing for DORA: What Does it Mean for Your Business?

Getting ready for the The Digital Operational Resilience Act (DORA)

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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.

Everything You Need to Know Before Launching Your Hedge Fund

A Powerful Differentiator: Delivering a Personalized Investor Experience

Watch Now

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.”

Everything You Need to Know About Operations Before Launching Your Fund

Special Needs Trust: How To Simplify Operations

Learn the value of Managed Services for Special Needs Trust administration.

Turning Point: The New Technologies Helping Hedge Funds Evolve

Watch Now

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.

Everything You Need to Know About Outsourcing Your Reconciliation

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.

Everything You Need to Know About Public vs. Private Cloud Hosting

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?

Watch Now

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.

Watch Now

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.

Everything You Need to Know About Family Office Portfolio and Partnership Accounting

Everything You Need to Know About Setting Up a Family Office Investment Platform

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.

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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

Watch Now

The Path Forward: Client-Centric Strategies

Technology that makes it possible.

How Innovative Wealth Managers Use Technology to Drive Growth

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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.”

What is Greenwashing?

Watch Now

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.

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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.

Watch Now

Innovest: Demystifying Trust Technology Solutions

Modernize your trust technology solution to achieve better client outcomes.

Watch Now

Decker Wealth Management

Selected Black Diamond as a differentiator for how they wanted to run their business.

Operational Alpha: How Credit Managers Move from Manual Processes to an Automated Future

Watch Now

Investor Accounting for Private Markets

Everything You Need to Know About Investor Accounting for Private Markets

SS&C Advent Geneva as the Best Portfolio Management Software in This Year's Us Awards

Watch Now

The Del Monte Group Story

Leveraged Black Diamond to better focus on their client’s entire wealth picture.

Growth in Private Markets: Does Your Tech-Stack Support Strategy Diversification?

Watch Now

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.

Watch Now

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.”

Watch Now

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.

Watch Now

Formue

“The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.”

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.

Watch Now

Retain Clients’ Heirs With The Right Technology

Boomers are retiring at twice the rate. Are you ready for what comes next?

Watch Now

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

SS&C Advent Wins WatersRankings: Best Accounting System Provider

Watch Now

Innovest Managed Services

Innovest Unique Assets

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.

Move Your Data in 6 Easy Steps

Reconciliation Accounting Process

Easily Generate Powerful Client Reporting

Succession Planning: Five Key Considerations

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

Watch Now

Critical Strategies for Turning Heirs into Clients

88% of heirs do not stay with their parents’ financial advisors.

Watch Now

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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.

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Moxy^® + Advent Genesis^®

Why Add Advent Genesis to Moxy: A Comparison

Advent Genesis for Portfolio Managers

Optimize your firm’s portfolio management process.

Watch Now

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.

Watch Now

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

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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.

Watch Now

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.

Watch Now

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.

Triad Hybrid Solutions

The hybrid advisor firm set out to offer a multi-custodian technology platform that included the core aspects of aggregation, client reporting, and CRM capabilities.

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

Watch Now

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.”

Watch Now

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.

Watch Now

Developing a Managed Operational Services Model

Roundtable Debate & Whitepaper Report.

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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.“

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Ransomware Awareness: How to Protect Your Firm

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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.

Operational Alpha: Navigating the New Realities of End-to-End Propositions, Data Marketplaces and Ecosystem Effects

Watch Now

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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.”

Watch Now

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.

Watch Now

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.

Watch Now

Everything You Need to Know About Your Internal Book of Records

Geneva® Fundamentals

Everything You Need to Know About Fund Structure Accounting

Geneva® Fundamentals

Client Story Triad Hybrid Solutions

Innovative, flexible, and cost-effective solution drives growth.

Watch Now

What to Look for in a Managed Services Provider

5 key questions to ask.

Watch Now

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.

Watch Now

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.

Watch Now

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.

Watch Now

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.

Watch Now

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

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.

Watch Now

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.

Watch Now

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.

Watch Now

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.

Watch Now

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.

Watch Now

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.

Watch Now

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.

Watch Now

Formue

“The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.”

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.

Watch Now

Automating Fees with Geneva

“Geneva World Investor solves for hedge funds, private equity managers, asset managers, and fund administrators for their investor allocation needs.“

Watch Now

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.

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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.”

Watch Now

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.

Watch Now

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.

Watch Now

Industry Insight: Gail Bernstein from Investment Advisor Association

What software vendors need to know to better serve advisors.

Watch Now

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.

Watch Now

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.”

Watch Now

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.”

Watch Now

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.

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Our Commitment to You

Karen Geiger, Senior Vice President and Co-General Manager describes the development strategy for SS&C Advent solutions.

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Demand for Technology Continues as Appetite for Alternatives Persists

Hedgeweek European Service Provider Insights: Special Report 2020.

Technology Waits for No One

Eight reasons for hedge funds to upgrade their portfolio management and reporting platforms.

Black Diamond Rebalancer: Agility During Market Uncertainty

Proactively safeguard your clients from undesirable risk.

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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.

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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.

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Support Operational Success

By delivering normalized data.

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Tradex

Watch the product preview to see how you can simplify your fund operations.

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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.

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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.

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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.

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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.

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Advent Genesis

Watch the product preview to learn more about Advent Genesis.

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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

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Client Story: Fieldpoint Private Bank & Trust

Providing an ongoing partnership.

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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.

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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.

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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

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Client Story: Plante Moran Financial Advisors

A true partnership from day one.

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Client Story: Parallel Financial Advisors

Learn how one advisory firm engages their clients.

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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.

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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.

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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.

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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.

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Optimizing Wealth with New Technologies

AssetTV: Mid-Year Outlook.

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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.

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Scaling Investment Management

Presented by: Black Diamond Wealth Platform, State Street Global Advisors and SMArtX.

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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.

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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.

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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.

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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.

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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.

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Alternative Data Commentary

Mary Storrs of Cutter Associates.

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Ziegler Capital Management

Matthew Kowieski, Director of Operations at Ziegler Capital Management, discusses the APX suite

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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

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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.

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SS&C Advent Data Solutions

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Client Story: Richey Kemmling from ACA Compliance Services

Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA.

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SS&C Advent Outsourcing Services

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Investrack

Advisor and client portal.

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SS&C Advent for Hedge Funds

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SS&C Advent for Asset Managers

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Client Story: Quest Investment Management

Doug Goebel from Quest Investment Management discusses why APX is the “industry-tested suite” that empowers better investment decisions.

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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

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SS&C Advent for Wealth Managers

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Tamale RMS

Watch the product preview to learn more about Tamale RMS.

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Salentica Engage

Watch the Product Preview to learn more about Salentica Engage.

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Salentica Elements

Watch the product preview to learn more about Salentica Elements.

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Advent Portfolio Exchange

Global portfolio management with multi-currency accounting and comprehensive instrument coverage.

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Geneva

SS&C Advent's Geneva is a proven global portfolio management and accounting platform that covers the entire spectrum of your business with full portfolio and investor accounting, as well as comprehensive reporting.

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Client Story: BDF

Black Diamond Link for APX and Axys provides tools that make a powerful client portal the center of client conversations.

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Executive Overview: Eli George

Eli George, Senior Director of Solutions Management, discusses the features and benefits of Black Diamond Link for APX and Axys.

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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.

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Black Diamond Client Experience

You can deliver a personalized digital experience for your clients.

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Modestspark - Powering the Client Experience

Watch the video to learn about the Modestspark client experience.

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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.

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Geneva for Asset Managers

The only question is: are you ready?

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Black Diamond

Where advisors and clients connect.

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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®.

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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.

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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.

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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.

Tradex

Simplify your fund operations. Accelerate your business.

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.

Moxy

Trade order management from decision through settlement.

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.

Syncova

Powerful solutions for margin, stock loan and debit finance management.

Axys

Industry standard portfolio management and reporting.

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.