Wishlist for 2025 Technology
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About us
SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management. For more information on SS&C Advent products visit www.advent.com.
- Website
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http://www.advent.com
External link for SS&C Advent
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 1983
- Specialties
- Portfolio Accounting and Reporting, Trade Order Managment, Software-as-a-Service (SAAS), Partnership Accounting, Client Relationship Managment, Revenue Managment, Compliance, Rebalancing, Data Management, Outsourcing, Fund Order Management, Client Relationship Management, Margin and Finance Management, Reconciliation, Implementation, Workflow Management, Research Management, and Revenue Management
Products
Locations
Employees at SS&C Advent
Updates
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This year, our most-read blogs explored the #SSNCBlackDiamond innovations shaping the industry's future. Whether it was improving advisor-client conversations with personalized reporting, streamlining investor onboarding, or leveraging net worth statements to drive impactful client relationships, each post highlighted how technology and strategy work together to empower advisors. Read the recap by Karen Sears to learn more: https://lnkd.in/ec_5Npre #fintech #wealthmanagement
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Alternative investments have seen incredible growth during the past few decades. Join Brant Snyder and Matt Macomber as they dive into why private credit is such an attractive investment opportunity, discuss its surge in popularity, and most importantly, what factors are responsible for its growth. Listen now: https://lnkd.in/e7PivW84 #Fintech #WealthManagement
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For users of #SSNCBlackDiamond and @Schwab Advisor Services™, simplification is key to providing an elevated user experience. Our mutual clients enjoy intuitive workflows and the ease of moving between platforms. Learn more: https://lnkd.in/eG-a6wu6 #fintech #wealthmanagemen
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Join Trent Berry and Jasmin Conner in the latest episode of Tech It Up as they explore the untapped potential of real estate, oil and gas, notes, mortgages, and collectibles. Featuring experts S. Taylor Franklin and Sam L. Katigan from SS&C Innovest, discover how these assets influence the $84 trillion Great Wealth Transfer. https://lnkd.in/evXyRutM? Listen now for valuable strategies in managing high-net-worth portfolios.
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Is performance measurement complexity a roadblock to communicating timely, accurate results? Discover SS&C Sylvan, leveraging the latest technology to deliver a powerful, comprehensive performance measurement and attribution solution. https://lnkd.in/edSZn9Xz #Fintech
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Confidently manage your loan investments with SS&C Geneva. Watch the full video to learn more: https://lnkd.in/eWZxQah2
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As 2024 comes to a close, we're proud to reflect on a transformative year for #SSNCBlackDiamond. From deeper integrations to groundbreaking features like Advanced Groupings and Proposal Generation, 2024 redefined what's possible in wealth management technology. We invite you to read today's blog to explore the milestones and insights that shaped 2024 and discover how SS&C is setting the standard for what's next. https://lnkd.in/eTPSd-uf #fintech #wealthmanagement
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In today’s competitive landscape, first impressions matter. Digital onboarding is revolutionizing client engagement, transforming initial interactions into seamless, personalized experiences that drive loyalty and efficiency. From streamlined workflows to actionable insights and enhanced compliance, this blog explores how embracing digital transformation can give organizations a critical edge. Read the full blog and discover how to stay ahead: https://lnkd.in/ezcyTvZJ
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Advisors, are you ready to unlock the full potential of your clients' wealth? The integration between Future Capital and #SSNCBlackDiamond simplifies managing held-away 401(k) assets. Seamlessly manage workplace retirement accounts alongside other household investments, providing holistic financial advice. Elevate your service offering and grow organic revenue—all within the Black Diamond platform you trust. Learn how this partnership transforms wealth management. https://lnkd.in/etqbkRCh #StrategicPartnership #FinTechInnovation #HolisticWealth
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