Our #SSNCBlackDiamond teams delivered brand new capabilities in 2024, including Reporting Flexibility, Alts Aggregation, and Digital Message Surveillance. Steve Leivent shared how 2025 will be another year of accomplishments for clients using the platform. Request a demo today to learn how Black Diamond can empower your firm. https://lnkd.in/dhe4AcHE #TeamExcellence #EmpowerYourFirm #InvestmentTechnology
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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Last 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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At #SSNCBlackDiamond, client voices are at the heart of everything we do. We spoke with Jen Becher, who shared that our client's active engagement in workshops and regional events and their sharing of innovative ideas has been instrumental in driving our progress. This resonates deeply with our mission to listen, adapt, and create solutions that empower advisory businesses. https://lnkd.in/d7UenN2j #fintech #wealthmanagement
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Watch as Ann Massey from Plante Moran Financial Advisors discusses the colleague relationship the #SSNCBlackDiamond service team has developed with her firm. #fintech #Wealthmanagment
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Maximize your investment returns while personalizing your portfolio with tax-loss harvesting strategies. Learn about the latest trends and approaches to mitigating taxes on our blog: https://lnkd.in/ezVgcZSk #Financialmanagement #Finance
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Watch as Donald Stanley, CRPC®, Wealth Advisor and Owner of Avior Wealth Management, LLC Management, discusses how his firm utilizes #SSNCBlackDiamond as its engine under the hood, helping them offer their clients the best technology experience in the industry. https://lnkd.in/d7UenN2j #fintech #wealthmanagment
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SS&C today announced new SaaS releases covering alternative investment managers, including Geneva, OEMS, Eclipse, and other related platforms. Learn more in our press release: https://lnkd.in/epRQVHEc
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Choosing #SSNCBlackDiamond is a "Win-Win" for our clients. Its high-touch and high-tech combination empowers advisors to provide an elevated investor experience that impresses prospects and retains client relationships. https://lnkd.in/d7UenN2j #fintech #wealthmanagement
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#SSNCBlackDiamond Managed Accounts is a cutting-edge solution designed to help financial advisory firms optimize their trading and portfolio management workflows. Seamlessly integrated with through the Black Diamond Rebalancer, it enhances efficiency, elevates portfolio management, and drives growth opportunities. Explore the details in our product brief to learn more. https://lnkd.in/e_H88aX6 #fintech #wealthmanagement
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