Blogs
Blogs
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Expanding the Family Office Model through the Advent Insurance Marketplace Powered by DPL
Arrowroot Family Office was designed to provide the family office approach to holistic wealth management—regardless of the size of a client’s net worth.
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Karen Sears – January, 13, 2022
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Platform Progress: A Recap of New Innovation Launched in 2021
A year-in-review of product enhancements released within SS&C’s Black Diamond Wealth Platform to improve the advisor and client relationship.
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Kyle Fleming – December, 16, 2021
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Driving Business and Client Services with a Core Technology Platform
The past six to 12 months brought significant changes to the wealth-management industry as the effects of the pandemic linger.
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Brian Justice – December, 9, 2021
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Monitoring and Rebalancing: Key maintenance tasks for end-of-year review
Position clients for more successful outcomes by performing this year-end checklist.
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Kyle Fleming – December, 2, 2021
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CRM: Powering an Outstanding Service Experience
Always on, always available, and always moving your firm forward.
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Leah Stoney – November, 9, 2021
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Understanding CFA Institute’s New ESG Disclosure Standard for Investment Products
With all of the insights on ESG topics in the investment industry today, there are still many questions unaddressed.
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Holly Washington & Crista DesRochers – November, 4, 2021
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Off to a Great Start with Data Authorization
Establishing a foundation for the future.
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Katie Terry & Kassidy Kinkel – October, 28, 2021
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Exceed Client Expectations with Trust and Technology
Advances in technology have been a great boon to today’s modern trust experience.
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Steve Leivent – October, 21, 2021
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Client Relationships: The Heart of Your Advisory Practice
Holistic client relationship encompass the past, present, and future.
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Joey Marchy – October, 14, 2021
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Yes, You Can Still Market Effectively Within the New SEC Rules
Communicating your value proposition in a compliant manner.
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Shahyan Aly – September, 30, 2021
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A Tailored Approach to Technology Conversions
Technology implementation designed to help advisory firms succeed.
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Adam Anker & Bryan Brookman-Jones – August, 31, 2021
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Scalability for Multi-Family Offices
Forbes Family Trust (FFT) is a multi-family office that provides thoughtful investment management and family office services to preserve and grow wealth, while making life easier for their HNW clients.
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Patrick Michaud – August, 19, 2021
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Realizing ESG’s Full Potential in Wealth Management
Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors.
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Erin Colledge – August, 12, 2021
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Organic vs. Inorganic Growth: Can You Have the Best of Both?
As the wealth management industry continues to set record volumes of M&A deals, many advisors are asking themselves, “Should I get in on the action?”
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Steve Leivent – July, 22, 2021
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Advisors, the New Conductors of Tech
Orchestrating workflows with little effort. This is no-code automation, and it is very real.
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Kyle Fleming – July, 21, 2021
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Insurance, Integrated
A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.
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J.D. Goryl – June, 24, 2021
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Why All RIAs Are on a Digital Transformation Journey
Through the renaissance of the advisor technology industry, firms have made tremendous strides in driving operational efficiencies while helping advisors deploy a winning client experience, however there is still work to be done. Where to start is key.
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Brian Justice – June, 10, 2021
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The Rise of Non-Traditional Advice
Leverage technology that supports the many avenues of holistic wealth advice.
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Erin Colledge – June, 3, 2021
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Wealth Management M&A Frenzy Continues: What are the Technology Implications?
In spite of a sharp but brief slowdown because of the pandemic, 2020 was a record year for mergers and acquisitions in the wealth management space.
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Steve Leivent – May, 20, 2021
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The New Ad Rule: Opportunities and Challenges
Beginning May 4, the Securities and Exchange Commission allows financial advisors to proactively use client testimonials, and non-client endorsements, as well as the capability to display third-party review site ratings of their respective businesses.
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Brian Justice – May, 6, 2021
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Behind the Scenes with Data
Many data sources, one platform.
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Brandon Parks – April, 28, 2021
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Innovative, Flexible, and Cost-Effective Solution Drives Growth
Triad Advisors was founded in 1998 for hybrid advisors to work under a broker-dealer’s corporate RIA and/or the advisor’s own independent RIA.
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Timothy Welsh – April, 22, 2021
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‘Tis the Tax Season
By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.
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John Milne – April, 1, 2021
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Tell Your Story with Client Reporting
Providing the freedom and flexibility to write it your way.
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Carlos Quintanilla – March, 11, 2021
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Adding Value in a World of Free
The new paradigm for financial advisors.
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Steve Leivent – March, 3, 2021
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Seizing the Moment to Motivate Financial Wellness
Now is the time to turn up financial wellness conversations.
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John Milne – February, 25, 2021
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Ready for the Return
Required minimum distributions are back.
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Erin Colledge – February, 16, 2021
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Building a Technology-Forward, Modern Wealth Management Firm Using Black Diamond
Founded by a well-recognized veteran advisor with a penchant for fintech investing, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award winning firm on its website home page.
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Timothy Welsh – February, 11, 2021
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Embracing Digital in 2021
As we continue to work through the impact of the pandemic on our industry and our work lives, the New Year brings renewed optimism and the opportunity to start planning.
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Karen Sears – February, 3, 2021
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Reinventing the Business with Black Diamond
To maintain this pace of success in today’s more complex and competitive environment, CEO James S. Gladney knew Portfolio Solutions® needed to make a strategic pivot from focusing on specialized investment management to offering a full suite of wealth management services.
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Timothy Welsh – January, 21, 2021
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The Top Three Benefits of an Accounts Receivable Tool
There’s a reason “cash is king.”
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John Milne – January, 19, 2021
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Where Wealth Tech Is Headed
At SS&C Advent, we are constantly evaluating current trends, issues and developments, particularly as it relates to helping our clients continue to grow, compete, and succeed in an increasingly more complex, and competitive business environment.
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Brian Justice – January, 7, 2021
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Unseating Conventional Wisdom
Is wealth management destined to become a consolidated industry?
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Brian Justice – December, 3, 2020
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Welcome to the Future of Holistic Fiduciary Advice
Over the past decade, as advisors in all channels have been driven by client demand to expand financial advice from investment management to holistic wealth planning, fee-only fiduciary advisors have been handicapped in their inability to deliver services in one very important area: insurance.
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David Lau – November, 23, 2020
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This Year’s Innovations for Integrations
Investment in integration means you get a seamless tech experience.
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Justin Wayne – November, 19, 2020
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Five Big Trends to Watch
Trends along with a few thoughts on how SS&C Advent’s Black Diamond® Wealth Platform is connecting the dots.
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Brian Justice – November, 17, 2020
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Task Complete: How a Client “To-Do” List Gets it Done
The “to-do” list is not a new concept. But, placing one in the client portal is.
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Kyle Fleming – November, 5, 2020
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Rebalancing: Art or Science?
Maximizing return and minimizing risk while balancing instinctive client emotions.
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John Milne – October, 21, 2020
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Maintaining High-Touch Client Communications in a High-Tech World
While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.
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Erin Colledge – October, 8, 2020
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Reinventing the Advisor Experience with Client View
All too often, the typical advisor experience consists of scattered data and workflows across various online and offline products. Recognizing this problem and working to solve for it is how the Black Diamond® Wealth Platform has blossomed over the years.
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Bjorn Widerstedt – September, 24, 2020
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Client View Takes the Stage
“Where advisors and clients connect.” That’s how many have come to know the Black Diamond® Wealth Platform. A solution that provides an award-winning client portal along with a comprehensive set of tools for you to streamline operations, manage financial lives, document communications, connect third-party products, and so much more.
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Leslie Martin – September, 24, 2020
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Cloud-Based From the Beginning
Archvest Wealth Advisors' modern, tech-forward approach to differentiate themselves among prospective clients and advisors.
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Timothy Welsh – September, 16, 2020
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The Next Evolution of Wealthtech Integrations
Financial advisor technology has come a long way since the early days of portfolio accounting software.
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Justin Wayne – August, 6, 2020
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Building a Technology-Forward, Modern Wealth Management Firm
Founded by veteran advisors with an unparalleled record of accomplishment, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award-winning firm on its website home page.
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Timothy Welsh – June, 24, 2020
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Powerful Rebalancing Technology Fuels New Era of Advisory Services
It’s the perfect storm…but in a good way. A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.
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Steve Leivent – June, 2, 2020
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Get Ready for Reg BI: How Black Diamond Can Help
While much of the country eases into reopening, we all have an eye on how the markets will respond. Concurrently, financial advisors are watching the shifting regulatory landscape.
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Shahyan Aly – May, 20, 2020
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In Times like These, What is Working?
The last couple of months in the wealth management space, and the world in general, have definitely been one for the books. When else in history has so much changed in so short a time?
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Steve Leivent – May, 5, 2020
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The Rebalancer Advantage: Agility During Market Uncertainty
Now more than ever, tools that once seemed like luxuries can quickly become necessities. This is especially true for advisory firms using rebalancing and trading technology. Thanks to the quick ability to react to market fluctuations, these firms have the upper hand in maintaining client allocation targets.
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John Milne – April, 22, 2020
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Overcoming Fear of Change: The Black Diamond Conversion Process
During these unprecedented economic times upgrading your financial technology stack might be inconceivable. The process of data conversion, system setup, and adoption of a new platform can be daunting.
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Brian Justice – April, 8, 2020
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Leveraging a Proactive and Robust Rebalancer
Founded in 1985, Reby Advisors is an independent, fiduciary-based financial planning and investment management firm based in Danbury, CT. Providing clients everything they need to enjoy sustainable financial independence, Reby Advisors sees wealth as more than money.
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Timothy Welsh – April, 1, 2020
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Digital Communication and How Advisors are Striking the Right Balance
With markets zigging and zagging, the historic massive volatility we are experiencing inevitably creates anxiety in clients’ minds as to the health and welfare of their portfolios and financial plans.
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Ryan Alexis – March, 24, 2020
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Webinar: What the SECURE Act Means for Advisors and Their Clients
It’s no secret that enough Americans aren’t saving for retirement, and those that are, aren’t always saving enough. The SECURE Act aims to address this issue through a number of changes to retirement account rules and regulations.
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Justin Wayne – March, 3, 2020
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The 2020 T3 Advisor Technology Conference
The 16th annual Technology Tools for Today (T3) Advisor conference was hosted in sunny San Diego over the President’s Day holiday weekend. During the event, over 700 attendees gathered to see the nearly 100 technology firms display, demo and discuss all things advisor tech.
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Timothy Welsh – February, 7, 2020
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Five Trends for RIAs to Watch in 2020
Two things you can always count on in January: resolutions and predictions.
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Steve Leivent – January, 22, 2020
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Staying Ahead of Change: Our Year-End Perspective
What is the most important attribute a wealth management firm needs in its core technology platform? Is it a particular feature or capability? Ease of navigation? Third-party integration? Around-the-clock support? Ask a dozen advisors that question and you will likely get a dozen answers.
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Brian Justice – January, 7, 2020
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
