"Paynetics showed up as the white knight," says Wirecard. In fact, some firms have banned the use for certain functions. Berman McAleer focuses on working with high-net-worth individuals and their families. Mergers and acquisitions (M&A) as a growth strategy is becoming increasingly popular. I watched the award-winning movie “Bohemian Rhapsody” the other day. For institutional investors, firms are looking at diversification among traditional and alternative asset classes in the quest for alpha. Part of our success comes from our seamless process for transitioning users. Around-the-clock support? During these unprecedented economic times upgrading your financial technology stack might be inconceivable. With AI often leading new workflows in financial services, we have recently looked at the best way to implement technologies on the forefront to elevate our solutions for a more integrated client experience. It’s written by people that are proud of their strong company culture. Modernizing your tech-stack and thoroughly evaluating technology vendors is ever growing in importance. Your email address will not be published. The use of model marketplaces for portfolio management has exploded in recent years. These ideas are especially evident in the latest releases of Tamale RMS, SS&C Advent’s proven and trusted research management solution. Investment managers could be “the next group to feel disruption,” according to hedge fund investor Doug Kass. What does that mean for your team? Nearly 300 clients gathered to discuss various topics with their peers, ranging from industry trends to best practices across the SS&C Advent product suite in a series of successful events through the first half of the year in New York, Boston, Chicago, Vancouver and Seattle. Reinventing the Advisor Experience with Client View, Uncover Front Office Transformations: A Webinar Recap, Client Story: Advent Outsourcing Services Has Been a Game-Changer, The Technology Needed for the Private Credit Expansion, SS&C Advent Honored in Waters Rankings 2020 Awards, You Asked, We Deliver: Client Feedback Powers Tamale, The Next Evolution of Wealthtech Integrations, Economic Conditions Are Ripe for Distressed Debt Investors, Work From Home Warrants a Fresh Look at Outsourcing, Transforming the Remote Implementation Experience, Adaptation Strategies: SS&C Advent “Homeshows” Foster Client Interaction, Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors, Building a Technology-Forward, Modern Wealth Management Firm, Compliance and Technology: Restoration Tips Post Covid-19, What to Consider When Evaluating a Technology Vendor, Private Debt Offers Investment Bright Spot for the Well-Equipped, Four Tenets for Successfully Incorporating Artificial Intelligence, Powerful Rebalancing Technology Fuels New Era of Advisory Services, Get Ready for Reg BI: How Black Diamond Can Help, New Releases Bring Tighter Integration and an APX NextGen UI to Clients, We’ve Put Your Feedback to Work: The Latest Enhancements in the Geneva Release, The Rebalancer Advantage: Agility During Market Uncertainty, Multi-Strategy Portfolios Benefit Clients, Let Technology Benefit You, Overcoming Fear of Change: The Black Diamond Conversion Process, Multi-Manager Fund Structures Grow and Operational Challenges Grow with Them, Data Governance: The Essential First Step to Exploiting the Power of AI, Regulators Respond to an Unprecedented Confluence of Events, Leveraging a Proactive and Robust Rebalancer, Digital Communication and How Advisors are Striking the Right Balance, Achieving GIPS Compliance: Transparency Takes Center Stage, SS&C Advent Women Recognized at Waters Women in Technology and Data Awards, Webinar: What the SECURE Act Means for Advisors and Their Clients, Wealth Manager Digitalisation Will Be Key to Getting Ahead, How Mentoring Elevates a Workplace Culture: SS&C Advent Hosts TechWomen Program, The 2020 T3 Advisor Technology Conference, Emerging Managers: What to Consider When Outsourcing, Geneva Wins at the Alt Credit US Awards for Best Portfolio Management System, The Alternative Route to Growth and Profitability, Tamale Event Generates Ideas from Clients, Plus Expert Insights on Due Diligence, Tamale RMS Wins at the HFM US Technology Awards, Webinar: Systematized Fee Calculations for Alternative Funds, Staying Ahead of Change: Our Year-End Perspective, Making Service a Part of Your Technology Evaluation, Whitepaper: Digitizing the Client Experience, Live and In-Person: The C-Suite’s Perspective on Current Opportunities and Challenges, The Power of Integration: All the Right Connections. That question sparked a lively panel discussion moderated by SS&C Advent’s Katherine Pearce, vice president of Product Management and Solutions Consulting, at GAIM Ops West. It provides a centralized repository for organizing all research data, both internal and external, in one place. By sheer coincidence, about a month before the surprise order, the Seattle-based firm had completed a migration from SS&C Advent’s Axys® portfolio accounting solution to Advent Portfolio Exchange® (APX), delivered in the cloud via Advent Outsourcing Services. These solutions are organized around numerous platforms including Clubware, Links Modular Solutions, QK Technologies, Debitsuccess, Paysmart, DFC and Harlands Group, operating across Australasia, the United States, the United Kingdom, Europe and Asia. Like every other wealth management firm in the country, Zevenbergen Capital Investments got the word in mid-March that its employees had to work from home. Lincluden Investment Management previously utilized a trade-order-management system with built-in modeling functionality that served the firm well for many years. In fact, a recent wealthmanagement.com survey reported that within the next two years, nearly one in four advisors anticipates being a part of either a merger or acquisition. Whether you are reconciling back to your counterparties, preparing performance reports for your clients, or considering how to meet existing and approaching industry regulations, post-trade data is at the heart of meeting these goals. Once again, Advent Outsourcing Services (AOS) outperformed a highly competitive field to earn “Best Outsourcing Provider” honors in the 2019 FTF News Technology Innovation Awards. It’s the perfect storm…but in a good way. In the last several weeks, J.P. Morgan Asset Management, Eurizon, AI – Funds Limited, and Russell Investments, have all launched new multi-manager funds. While 2018 saw a slight downturn in wealth management merger and acquisition activity, the market was still quite robust. Switching from insourcing to outsourcing your investment operations functions brings a whole different set of staffing requirements. You’d be forgiven if you are feeling a bit whipsawed by the vastly divergent opinions on digital assets and cryptocurrencies. How can hedge fund managers profitably answer the growing demand for liquidity, transparency, and increased control on the part of investors? During the event, over 700 attendees gathered to see the nearly 100 technology firms display, demo and discuss all things advisor tech. Many hedge funds and other asset managers are electing treasury platforms for the financial and organizational benefits of having one central point of control. For the last three years, we’ve brought a group of Tamale RMS clients together for networking with SS&C Advent representatives and partners. The technologists and business analysts from Black Diamond who work with over 1,300 top industry firms have been reading the tea leaves to provide a vision for what the advisory practice of tomorrow needs to look like. Detalus Advisors is a fast-growing wealth management firm based in St. Louis, MO. “We’re a completely different system than we were just a few years ago.”. His first solo effort was a hedge fund, but a broader opportunity beckoned. Comparing Q1-2019 with Q4-2018, there was a 23% increase in the number of hedge fund launches. Private credit is now a mainstream source of financing, fueling growth for small, medium, and large enterprises worldwide across a wide range of sectors. Already a subscriber? Surprise: the fastest growing RIA firms are less focused on profit margins and client referrals, and more focused on technology training and integration. As a long standing SS&C Advent client, Avalon Advisors put its trust in Advent Outsourcing Services (AOS) and it immediately paid dividends. We’re honored that SS&C Advent has received the award for “Best Research Management Solution” at the HFM US Technology Awards for Tamale RMS®. Tamale RMS, SS&C Advent’s research management solution, is breaking new ground with its latest release. Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users. improve your experience and our services. What does this growth mean for private assets and their operational infrastructure? Hedge Fund Diversification: Do New Asset Classes Hold the Golden Ticket to Growth? Wealth Managers: Do You Fit in Your Clients’ Digital Life? These client gatherings provided attendees the opportunity to see the latest product developments, provided a platform for networking and sharing best practices, and allowed us to collect valuable feedback. While much of the country eases into reopening, we all have an eye on how the markets will respond. In the years following the 2008 financial crisis, private credit, also referred as direct lending, experienced a steady climb, outpacing other alternative investment vehicles. 2018 was the year the concept of “CX,” a new acronym for all aspects of how a client interacts with advisors, was broadly injected into the wealth management industry’s technology strategies. Who benefits from a mentoring program? However, as the number of accounts grew, the Canadian firm ran up against the system’s limitations, especially in the process of modeling to trade creation. Stop Letting Incremental Profitability Leak Away with Syncova, Managing the Changing Staffing Needs Post-Outsourcing, Delivering the Future: Thought Leadership for Financial Advisors, Pershing INSITE 2019: Accelerating Digital Transformation, Face to Face: Engaging Discussions on a Wide Range of Topics, New Custodial Integrations with Black Diamond Make Advisors’ Lives Easier, Disruption in Asset Management: Adopting a Fintech Mentality is Key to Firms' Survival, Leverage Technology to Drive Business Valuation, Technology vs People – When the Company Culture Fails Your Business, Investment in Our Solutions: The 19.1 Releases Open the Door, Scaling Investment Management Through Model Portfolios, Growing Strong: The Story of a Thirty Year Strategic Partnership, Advancing the Advisor-Client Experience through a Unified Tech Stack, Incorporating Data Governance into Everyday Processes, Off to a Good Start: How Implementation Sets the Tone for a True Technology Partnership, Making the Switch from PortfolioCenter to Black Diamond, Spend Time Looking at Results, Not Reconciling Data, Under Pressure: A Bohemian Rhapsody in the Financial Industry.
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