SS&C Advent

Hear from Tim Welsh, CFP , President & Founder, Nexus Strategy, LLC, and Michelle Greive, Director, Product Management, #SSNCBlackDiamond, along with other industry leaders, as they discuss the growing interest in alternative investments and the opportunity it provides financial advisors to broaden their services. In this upcoming webinar with WealthManagement.com, you’ll learn that by integrating alternative investment data into your existing wealth stack, you can provide near-real-time insights, automate reporting, and ensure that the latest data always informs client communications. https://lnkd.in/eZ8A9Vvb

Want to scale your wealth management firm effortlessly? Firms leveraging the latest #CRM technologies reduce operating costs by 39% while enhancing client returns by 19%. Learn how automation, integration, and CRM platforms are transforming advisory firms. Discover how SS&C's Black Diamond Wealth Platform drives efficiency and growth. https://lnkd.in/e8CcHfg6 Request a demo today! #SSNCBlackDiamond #fintech #wealthmanagement

The 2/20 model is ancient history and virtually unworkable in today’s fund environment. Fee structures are extremely intricate and increasingly unique to every investor. Understanding the drivers of fee complexity can help determine the right technology to optimize fee calculations. Read our whitepaper to learn more: https://lnkd.in/dxqrM_gQ

You can offer your clients annuities and insurance without the hassle of FINRA registrations and broker-dealer fees. With the Advent Insurance Marketplace Powered by DPL Financial Partners, you can keep or regain your book of annuities, enabling you to deliver a comprehensive financial plan. Discover more today in our product brief. https://lnkd.in/eY66Asu5 #fintech #wealthmanagement

Excited to share that Steve Leivent will speak at F2 Strategy's WeathTech Executive Summit! Join Steve and industry experts tomorrow as they dive into recent industry trends and how leading wealth management firms address their growth opportunities with the right technology partners. Don't miss the chance to learn from their experiences and connect with others who are passionate about enhancing the client and advisor experience. Learn how you can grow your business with #SSNCBlackDiamond  https://lnkd.in/dhe4AcHE #IndustryInsights #InnovationJourney #FinTech

If there can only be one message regarding compliance and regulatory updates – it is that the industry is changing rapidly. For some firms, it might just mean tending the garden a bit; however, for others, it might mean fundamental changes to their operations. To gain insights into how these regulatory changes impact your business operations and strategies, be sure to read our blog. https://lnkd.in/euYYnWig

Financial advisors are turning to specialized software solutions to streamline processes, enhance client interactions, and stay ahead in a competitive market. But what does it mean for technology to be truly "purpose-built" for financial advisors? Tanya Tygesen, Sr. Director of Client Engagement for #SSNCSalentica reviews some of the key considerations to look out for in our latest blog. https://okt.to/bDtwRk #fintech #wealthmanagement

We’re thrilled to be recognized as a 'Best Place to Work' for 8 years in Jacksonville! This achievement reflects our continued commitment to empowering our team, nurturing talent, and fostering a culture of growth and respect. Thank you to every one of our employees for making this possible! Join our team to continue the mission! https://lnkd.in/eak72p4Q #BestPlaceToWork #TeamAppreciation #CompanyCulture #ssncCareers

Are you ready to elevate your deal-making approach? Download the SS&C Intralinks Q4 2024 Deal Flow Predictor Report to gain valuable insights into the future of M&A in your region. Prepare yourself with the information to set effective strategies for success in the coming months. Grab your copy now! https://okt.to/BNLdOZ

Imagine having all your investing solutions connected in one place, where every team operates from a single, unified data source. Sound like a dream? It’s not. Learn more about the Genesis platform: https://lnkd.in/ekaQHDH4