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Advent Software
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With these new enhancements, advisors are provided with deep and seamless two-way CRM integration workflows. Read our new blog post for more info about the integration with Junxure Cloud.
Related Posts:Better, Faster Integrations Coming to Black DiamondIntegration Update: RightCapital + Black Diamond Now…
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Listen to last week’s webinar "Revolutionize Your Client Relationships" and see how our Black Diamond wealth platform can help enhance the client experience.
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There are a lot of compliance regulations you face as an RIA, but one of your biggest risks may surprise you.
Here are some of the most critical and potentially damaging misconceptions held by compliance professionals.
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In our newest blog post, we provide best practices to reassure investors that they can trust your firm's performance numbers. Read here for more details
Related Posts:SS&C Advent Honored at the 2016 Hedge Fund Journal…New Enhancements to Asset Management Product Suite
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Attending the 2016 ASN Advisor Conference this Thursday? Our Black Diamond team will be there as well!
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Get the scoop on the experience and discussions around the latest technology, compliance, leadership and operational trends impacting investment proffesionals, which took place at last month's "AUG, the Exchange" event. Read here
Related Posts:The 2016 TD Ameritrade Institutional LINC conferenceTalking Tech at 2016 SSG Conference
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Get more context on this morning's Black Diamond announcement and learn how the new API capabilities will benefit you.
Related Posts:Integration Update: RightCapital + Black Diamond Now…Integration Update: Kwanti + Black Diamond Now Available
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Have them in circles
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Advent Software

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Disputes continue to climb around the DOL Fiduciary rule. Co-General Manager of SS&C Advent, Dave Welling, shares insight on the rule, its effect on firm revenue, tech spending, and transparent business practices.
Despite failing to get Congress to overturn the new federal fiduciary rule for financial advisors, opponents are betting another lawsuit will succeed.
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How are you managing GIPS compliance? Maybe a committee or working group is right for your organization.
Related Posts:GIPS Committees and Working Groups: Right for you?For Firms New to GIPS: Best Practices in Composite…
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To learn more about how investment professionals are planning to deal with the new DOL Fiduciary rule, check out our full infographic. http://trib.al/71DbfUF
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Our Varden eReportal tool provides on-demand visual representations of investment performance - critical to attracting and retaining investors
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We had another busy day yesterday at the SS&C Advent booth for the last day at Pershing INSITE 2016. Thanks, Pershing for another great event.
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Have them in circles
89 people
Sheryl2301cztSs As (Shead)'s profile photo
Ezra Schneier's profile photo
Elizabeth Dean's profile photo
Camille Davie's profile photo
bobbil's profile photo
Grace Asirvatham's profile photo
Chloe Mosdell's profile photo
Gage Gorman's profile photo
Khodor Tajeddine's profile photo
Contact Information
Contact info
Phone
+1 415 543 7696
Email
Address
600 Townsend Street, 5th floor San Francisco, CA 94103 USA
Story
Tagline
Providing trusted solutions to the world’s financial professionals since 1983.
Introduction

Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of‐the-curve solutions, we've helped over 4,500 firms in over 60 countries — from established global institutions to small start-up practices – to grow their business and thrive.  Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit http://www.advent.com.

Specialties
Portfolio Accounting and Reporting, Trade Order Managment, Software-as-a-Service (SAAS), Partnership Accounting, Client Relationship Managment, Revenue Managment, Compliance