A new dawn for performance measurement: Combining usability and domain expertise to deliver value

By Gert Raeves, Research Director, Adox Research

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The business of managing money is complex. Financial instruments are defined by dozens of attributes, many of which are ‘alive’: values can change, fluctuate, correlate, or expire. Modern investment theory might be lacking in academic consensus, but everyone can agree that delivering alpha is a hard and intractable challenge. Continue reading

Streamlined operations ensure you stay focused on asset management

By Dianna Tokic Farkas

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Firms often seek different best-of-breed technologies to handle the various aspects of their businesses like portfolio accounting, reconciliation, performance, reporting, etc. As assets increase, data security requirements escalate, client bases expand, and internal staff changes, it’s hard for firms to seamlessly connect all these disparate, older systems. Continue reading

Top operational challenges hindering today’s wealth managers

By William Vellek

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Legacy systems and processes are a very real problem for today’s wealth managers. These systems lack integration, struggle to scale with increased data from new asset classes, and require manual workarounds that introduce operational and reputational risk. Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Continue reading

Portfolio Solutions relies on Black Diamond Wealth Platform to build great client relationships

By Tim Welsh

Portfolio Solutions, which serves more than 600 clients and represents almost $1.5 billion* in assets under management across 1,300 portfolios, uses the Black Diamond wealth platform from SS&C Advent to build a dynamic, growth-oriented business.

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Managing stress on your trading system

By Bryan Sibert

While your trading system may handle its current volume adequately, what about when the volume starts to increase? A slow system frustrates traders and sales people and negatively affects your bottom line.

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