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Nov 19, 2020

Home Office Gaps are Asset Manager Opportunities

Broker/dealer home offices provide an array of valuable information and services to their advisors—including infrastructure, technology, wealth management tools and investment analysis. In fact, nine out of 10 advisors who chose a broker/dealer business model did so for the infrastructure. This need for a system that makes it easy to conduct business eclipsed every other factor by more than 30 percentage points.

Aug 28, 2020

The coronavirus pandemic will permanently change how advisors want to meet with asset manager salespeople

While we don’t know when the business world will return to some sense of normalcy, we know a time will eventually come when offices are reopened and in-person meetings will resume on scale. And while we don’t know precisely how much will change for wealth managers and asset managers, advisors in our recent SS&C Advisor Insights survey, conducted in association with Horsesmouth, expressed that fundamental changes are happening and will continue once they reopen their offices to asset managers.

Oct 29, 2018

All client portals are not alike

More than 25% of Americans say they’re “almost constantly” online and roughly three-quarters go online at least daily.[i] Not only are more people comfortable using technology, but they have come to expect the convenience it affords them in every aspect of their lives.

Oct 25, 2018

SS&C Marks Momentum for Black Diamond ahead of Schwab IMPACT

In 2018, Black Diamond Wealth Platform added 71 new firms that use Schwab Advisor Services. Today, Black Diamond has 600 clients that custody with Schwab. In total, more than 1,300 firms with $900 billion in AUA rely on Black Diamond as the cornerstone of their technology stack.

Sep 26, 2018

Cyclical lifestyles and the future of advice

Held in early September at the fabulous Wynn resort in Las Vegas, SS&C Deliver this year was definitely future-forward, a theme captured in breakout sessions, keynote addresses and more.  This was especially true in the advisor-focused sessions.

Sep 19, 2018

Marketers: Focus on building strategic relationships with account-based marketing

As home office relationships become more powerful, national account teams at many asset management firms are naturally becoming more important as well. Yet at most firms, initiatives to work with these national (also known as key or strategic) accounts are poorly coordinated.

Aug 8, 2018

Technology integration now happening in real time

One of the more pressing business and operational issues facing advisors over the years has been the daunting task of bringing all of their technology systems and custodians together so that they work in harmony, deliver efficiencies and streamline back office tasks.


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