Tech It Up SS&C Advent

Tune in as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today.

We discuss the evolution of trading, how the landscape has fundamentally shifted, and the current market trends that are shaping the future.

Don't miss out on this discussion about what's next for trading and investment management, and exciting innovations that are set to revolutionize investment firm experiences.

Are you prepared for the T+1 deadline on May 28, 2024?

Listen to our latest Tech It Up episode to learn how T+1 is impacting our clients. Our guest, Paul Thomas, SS&C Advent Relationship Manager, recently helped moderate a virtual focus group with over 170 clients to discuss their transition plans and readiness.

Paul provides potential implications, challenges, and opportunities from this mandate, including insights from the session. The discussion covers everything from automation and operations to timestamps and third-party reliance. Whether your firm is in the planning, testing, or implementation phase, this episode is sure to guide you in your preparations.

So, what are you waiting for? Tune in to our latest Tech It Up episode and prepare for the T+1 deadline!

Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.

This story takes us from the Vegas Strip to Wall Street boardrooms, Chicago courthouses, and the halls of Congress.

In today's dynamic regulatory landscape, staying compliant is not just an option; financial firms must mitigate risks and safeguard their reputation. To shed light on this crucial topic, we invite you to join our recent podcast episode featuring Martin Orbach, VP, Head of Product for SS&C RCI, and Kyle Fleming, Senior Manager of Product Management for SS&C Black Diamond.

During this insightful conversation, Martin and Kyle delve into the intricacies of regulatory compliance, addressing key concerns for financial advisors, such as electronic communication surveillance, active versus passive compliance strategies, and the tools available to manage risk effectively.

Listen to the podcast now!

During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.

The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

Tune in for this thought-provoking discussion!

Join us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024.

Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.