SS&C Advent

Insurance is a key part of financial wellness. With the Annuities & Insurance Marketplace, advisors can easily compare products, access proposals, and integrate policies into their broader workflows on the Black Diamond Wealth Platform. Discover how: https://lnkd.in/ehwxN6CB #fintech #wealthmanagement

At SS&C, innovation isn't just a buzzword—it's the foundation of how we empower financial professionals to work smarter and faster. From data-driven insights to seamless investment experiences, we're committed to solving the industry's most pressing challenges. One example of this is SS&C Advent's #Genesis, now with operational capabilities supporting accounting, performance, reporting, reconciliation and billing. Learn more about how the #SaaS platform enables firms overseeing institutional and wealth strategies to navigate today's markets with confidence and check out other recently unveiled #SSNCTech #Innovations in this release: https://lnkd.in/eFFKwFYr

In a recent interview with Financial Technologies Forum (FTF), @Boris Bykhovsky offers clear advice for investment managers: Break down your firms’ silos.  The pressure on firms has never been greater — tighter regulations, rising client expectations and an overwhelming flow of data are testing even the most established operating models. Disconnected systems and manual workflows simply can’t deliver the agility or insight needed to compete in today’s markets.  Boris makes the case for a holistic approach to technology — one that unifies data, streamlines processes and positions firms for long-term success. Read the full interview here: https://lnkd.in/eHvpg9qK

💡 What’s next on your radar? We’re committed to providing valuable insights and resources for our community. Which topic should our experts dive into next? Cast your vote in our poll below. https://lnkd.in/eKGFw9YU

We’re looking forward to #SchwabIMPACT 2025 next week—connecting, learning, and showcasing how SS&C Black Diamond Wealth Solutions empowers advisors to scale, grow, and deliver an exceptional client experience. If you’re attending, stop by our Booth #1519 to see how our integrated wealth management platform is redefining the advisor technology stack—bringing together CRM, portfolio management, reporting, and trust accounting in one seamless experience. 💡 Let’s shape the future of wealth management, together. https://impact.schwab.com/ #fintech #wealthmanagement

Innovation is at the heart of everything we do. The new SS&C Black Diamond Wealth Solutions LinkedIn page will spotlight: 💡 Technology that scales with your business. 💡 Thought leadership on wealth management trends. 💡 Stories from firms redefining client service. Don’t miss it—follow the page today. https://lnkd.in/esu53cgb #WealthTech #wealthmanagement #SSNCBlackDiamond

In today’s markets, every basis point matters. Fee compression, data complexity and rising client expectations push investment firms to do more with less.    Yet too often, fragmented systems, manual workflows and disconnected data keep firms from achieving the agility and insight this environment demands.    There’s a better way.    In an interview with Financial Technologies Forum (FTF), Boris Bykhovsky explains how modern technology and unified platforms like Advent's #Genesis are helping firms break down silos, streamline operations and unlock data-driven decision-making.  Read our summary of the interview to learn how: https://lnkd.in/eVS28Yg4

Thrifty clients are often strong savers, and as they get close to retirement, many of them may have sizable nest eggs. But those admirable habits can become a challenge in retirement, as years of saving can make it difficult to start spending. In today's blog, Dwight Groenevelt shares three practical strategies wealth managers can use to help clients spend smartly, without fear of outliving their savings. https://lnkd.in/dFmBC8WS #fintech #wealthmanagement #SSNCBlackDiamond

This week, Richard Lenihan attended the Mississippi Bankers Association Wealth Management Conference, joining regional leaders to discuss the future of trust and wealth management. He had the chance to connect with Lieutenant Governor Delbert Hosemann and Mississippi Bankers Association President Gordon Fellows, discussing the changing needs of banks, trust companies, and wealth managers in today’s financial environment. #SSNCBlackDiamond is proud to support events like this that bring industry leaders together to share insights and strengthen relationships within the banking community. #wealthmanagement #fintech

Say hello to SS&C MineralWare on LinkedIn! Whether you're a landowner, investor, or just curious about mineral rights, their page is packed with helpful info and updates. Follow them to stay in the loop on all things mineral management. https://lnkd.in/e_zWXrAb #fintech #wealthmanagement