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.

Blog Post
Brian Justice – January, 7, 2021

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Finding Opportunities Amid Difficulties

Change often equals progress.

Blog Post
Bjorn Widerstedt – December, 22, 2020

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Unseating Conventional Wisdom

Is wealth management destined to become a consolidated industry?

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
Mike Betz – 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.

Blog Post
Kyle Fleming – November, 5, 2020

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Rebalancing: Art or Science?

Maximizing return and minimizing risk while balancing instinctive client emotions.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
Timothy Welsh – September, 16, 2020

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Connect with Tech: Introducing Black Diamond Expressions

"We exist to make advisors great, and to be an extension of our clients' team." This phrase was coined in the early days of the Black Diamond^® Wealth Platform, and it has remained the product's 'why' ever since.

Blog Post
Bjorn Widerstedt – September, 9, 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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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?

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
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.

Blog Post
Brian Justice – January, 7, 2020

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