SS&C Advent’s Post

There’s a massive opportunity for wealth management firms to better serve the mass affluent segment. In our latest report, we dive deep into: - What drives mass affluent investors? - Their key financial needs and goals. - How wealth management firms can better engage and support this segment. Download the full report here and discover how you can unlock this opportunity: https://lnkd.in/gVpB7URd #wealthmanagement #massaffluent #wealthtech #fintech #OneVest

From hybrid servicing models to personalization at scale, technology will be the key enabler for wealth management firms to capture the multi-trillion dollar mass affluent client segment.

Future of FinTech-Driven Wealth Management https://lnkd.in/gt9qvs-X FinTech is reshaping the wealth management landscape, making investment strategies accessible to a broader audience. From robo-advisors to personalized investment solutions, discover how technology is revolutionizing how we manage wealth, align portfolios with values, and engage with financial services. #FinTech #WealthManagement #RoboAdvisors #Personalization #ESGInvesting #IW #IWNews #IndustryWired

When discussing 2025 goals and the #SSNCBlackDiamond mission, Kyle Fleming, CFA highlighted the need for continued innovation and growth, operational efficiencies, and streamlined investment management. He stated that, above all else, our team continues to help advisors expand their impacts and fuel growth. https://lnkd.in/d7UenN2j #fintech #wealthmanagement

We are continuously enhancing the Performativ platform with new features. Our new Client Groups feature is perfect for clients who need a comprehensive view of their wealth across multiple accounts 💼 For example, families with multiple investment portfolios can now be grouped together, enabling them to monitor and assess the overall performance of their combined assets 📊 This consolidated view provides valuable insights, helping wealth and asset managers track progress towards financial goals and make informed decisions with ease 🎯 Want to know more about this feature? Book a demo with our team via the link in the comments 👇 #wealthmanagement #newfeature #fintech

There's one key principle at the heart of the future of wealth management: understanding client needs first. In Wealth Solutions Report, our Co-Founder & CEO, Reed Colley, shares how we're pushing innovation forward while staying committed to developing tools that empower advisors and enhance the lives of our clients. Check out the highlights and discover how a human-centered approach is transforming the industry: https://lnkd.in/gzif5rvU #Summit #FinTech #WealthTech

Investors expect more than just generic fund options, they want strategies that are tailored to their risk profiles, financial goals, and time horizons. By leveraging technology, RIA's can offer customizable solutions that align more closely with individual investor needs. Personalization drives better outcomes and deeper client engagement. #MutualFunds #PersonalizedInvesting #Fintech #InvestmentStrategies

The Advisor Transitions version of our 2025 Connected Wealth Report is live! This special edition of our Connected Wealth series leverages surveys of 155 financial advisors who have switched firms over the last three years to understand how firms can attract top performers and why they choose to leave. Can you guess the main reasons financial advisors switch firms? You may be surprised! Read about our latest research findings in our press release: https://lnkd.in/gXfaw4We #FinTech #WealthManagement #PressRelease #AdvisorTransitions

Darell Miller, Managing Director APAC at Wealth Dynamix shares insights on the biggest challenges facing the wealth management industry today: 💸 Profitability 📈 Cost transformation 💌 Client centricity   We’re here to help you overcome these hurdles.   Learn more about our strategies for scalable growth in wealth management: https://lnkd.in/dA8x-Bv6   #WealthManagement #FinTech #Profitability #CostTransformation #ClientCentricity

We’re closing out 2024 on a high note with our Reporting Flexibility Initiative—but we’re not stopping there! In our latest blog by Lan Ho, we share the groundbreaking success of Advanced Groupings, how Classification Overrides is unlocking personalization, and what’s to come in 2025 with Enhanced Manager Asset Strategy Reporting. Explore how these innovations are reshaping advisor-client relationships. https://lnkd.in/eqp2zczK #fintech #wealthmanagement