SS&C Blog

BLOGS. December 22, 2025

Static vs. Dynamic – Are You Missing Real-Time Client Opportunities?

Is your advisor segmentation model a dusty old file, or a real-time roadmap? For years, asset management distribution and marketing teams have relied on static segmentation; a fixed way of grouping clients based on broad criteria like their firm/channel-type, total Assets Under Management (AUM) or a general production (sales) bracket.