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Oct 8, 2019

Age matters: 4 things millennial financial advisors expect from asset managers

Age is emerging as a significant factor in how the next generation of financial advisors and investors interacts with asset managers.

May 17, 2019

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.

Oct 16, 2018

Asset managers are already good at change - here’s how to be innovative with data

The asset management industry is quickly evolving. To survive, change is necessary. But, if you think you have to be more like Amazon, Google or Facebook to be innovative, you’re thinking about it all wrong. You are not competing against Silicon Valley (at least not yet), so stop comparing yourself to Silicon Valley.

Oct 11, 2018

What is the future of distribution for asset management organizations?

What is the future of distribution for asset management organizations? We posed this question to attendees of our 2018 Distribution Summit in New York. 

Aug 20, 2018

SS&C Deliver 2018: Q&A with Danielle Fava, AI meets asset and wealth management

AI seems to be everywhere today, but is it in your firm’s future? TD Ameritrade’s Dani Fava will join a panel of experts at SS&C Deliver for Artificial Intelligence Meets Asset and Wealth Management on Thursday, September 13 at 4:00 pm. We caught up with Dani to get a snapshot of the major trends she sees affecting the industry

Jul 30, 2018

Everyone knows sales organizations must modernize, but what does that mean?

The continued growth of fee-based business and managed accounts, increasing use of model portfolios and evolving advisor value proposition are forcing sales management to rethink how advisor relationships are built, nurtured, and managed in their effort to drive organic growth and manage a profitable business.

Jun 18, 2018

The importance of a client portal in a fast-paced, tech-driven world

Does your client portal serve the instant-gratification expectations of today’s digital consumer? Does it represent your brand to your clients and more importantly, will it help attract future clients? Having a professional-looking website is important and maintaining an active social media presence is good, but it is still not enough.

May 17, 2018

Building an Enduring Business at the Black Diamond Executive Forum

SS&C Advent’s Black Diamond Executive Forum has become a high profile destination on the advisor conference circuit and particularly for Black Diamond clients. Read on for highlights from this action-packed event.

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