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Advent Software
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Providing trusted solutions to the world’s financial professionals since 1983.
Providing trusted solutions to the world’s financial professionals since 1983.

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In a recent blog post by Ian McKenna on DigitalWealthInsights.com, the T3 Advisor Conference was summed up as a day of exceptional revelations. McKenna shares insight on the hot topics of the conference including a session citing changing consumer behavior as a driving force towards digital advisors by Dave Welling, Co-General Manager of SS&C Advent. See the full article here for the rest of the conference highlights.

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For many asset and hedge fund managers the question is no longer whether to outsource, but how much and which functions. Read our white paper to explore the range of outsourcing options and the strategic advantages of outsourcing.

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The annual Technology Tools for Today (T3) conference was held last week in Garden Grove, CA, to get a handle on the state of affairs in the advisor technology industry. Nearly 80 technology vendors were putting their innovations on display for over 600 attendees for 2 ½ days of non-stop presentations, demonstrations, deal making, and networking. Read our blog for a full event recap showcasing the attendance, energy, and slew of new announcements.

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Insight Discovery's 2017 Middle East Investment Panorama report shows financial advisers in Gulf Cooperation Council countries will face challenging times this year, including reluctance among clients to invest with them. Read all insights from the report here.

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While the T3 Advisors Conference has been full of information for attendees, T3 Technology Hub simultaneously released their 2017 Software Survey and Analysis for those unable to attend. This survey was created to help advisors better understand today’s technology options, using real-world input from their professional peers. Click to see the full survey via T3TechnologyHub.com.

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ICYMI: Earlier this month, the 2017 TD Ameritrade Institutional LINC Conference was attended by over 3,200 advisors and industry luminaries to discuss the developments impacting advisors now and in the future. Read our blog for an event recap including key conference announcements, speakers, and sessions.

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ICYMI: Recently, Dave Welling, Managing Director and Co-General Manager of SS&C Advent, shared some perspective on Black Diamond’s progress in 2016 and what's ahead. The Black Diamond platform is built with the vision of empowering advisors to tell a story that goes beyond portfolio performance to one that includes a complete picture of wealth. Read our blog for more on this topic.

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The T+2 transition and the future benefits are very much on the mind of the trade industry. Following Europe’s lead, the U.S. and Canada are now moving from T+3 toward T+2 settlement cycles. Learn more in our blog highlighting the Fund Technology Q&A with Bob Shaw, Director of SSCNet at SS&C Technologies.

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This Thursday, Feb 16., don't miss this important webinar covering an overview of SEC's National Examination Program and exam priorities for 2017. Register now for insight from Focus 1 as they provide their unique perspective on how firms can better prepare themselves for the upcoming year.

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ICYMI: SS&C announced an exclusive partnership with HedgeCoVest, LLC, which will allow advisors to better serve high net worth investors. Advisors working with Axyx, APX, and Black Diamond will now have access to a tight integration with HedgeCoVest’s SMArt Xchange (SMArtX) service. Read more on this topic in our blog.
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