The right combination of automation and human contact keeps firms competitive

By: Daniel Eriksson

In response to the rise in popularity of robo-advisors, many investment firms are creating business models that leverage some degree of automation. In fact, traditional advisors that have relied on a baby boomer clientele are looking for cost-effective ways to serve the next generation of tech-savvy, wealth building, and value-conscious investors.

So how do you compete in this evolving market? The robo trend has not displaced the traditional model, but it has compelled advisors to look for ways to automate so they can gain efficiencies and reduce costs.

One such opportunity that is often overlooked is the front office. Portfolio managers are the heart of the firm; they should be empowered to manage a higher volume of accounts more efficiently and deliver value that differentiates the firm.

To do that, they must be freed from time-consuming, mundane tasks, such as determining which portfolios need to be rebalanced every day, creating trades needed, and sending instructions to the trading desk. These are essential activities, but the process is laborious and time-consuming. In other words, they are tasks that are ripe for automation.

What’s needed is a solution that automatically identifies portfolios drifting out of line (so there’s no need to review each portfolio manually), then automates and streamlines the creation of trades needed to rebalance the portfolios. In this scenario, rebalancing can be done by portfolio assistants and the portfolio manager needs to only review and approve the trades.

SS&C Advent has just such a solution. It’s called Advent Genesis, a cloud-based portfolio construction and rebalancing platform that integrates with the Moxy® trade order management system. Already capable of rebalancing more than 1,000 accounts per minute (with potentially higher volumes coming soon), Advent Genesis dramatically accelerates trading decisions, trade creation, and trade execution.

Advent Genesis introduces more automation into the investment process so advisors can service clients efficiently and deliver measurable productivity gains to the front office. It’s an example of automation that elevates the human element, which clients want and are willing to pay a premium to get.

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