21 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
SS&C Advent
Email
Call back
Website
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Research related to Black Diamond Wealth Platform
-
-
28 September 2020Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
21 September 2020Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
-
9 September 2020Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
-
21 June 2020Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
-
27 May 2020It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
-
16 April 2020Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
-
16 April 2020Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
-
16 April 2020Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
-
7 April 2020As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
-
4 March 2020Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
-
12 December 2019Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
-
1 November 2019In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
-
20 October 2019Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
-
18 October 2019Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
Research related to Moxy
-
21 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
-
12 October 2020Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
-
28 September 2020
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
21 September 2020
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
-
9 September 2020
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
-
21 June 2020
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
-
28 May 2020Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
-
27 May 2020
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
-
25 May 2020The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
-
3 May 2020Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
-
16 April 2020
Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
-
7 April 2020
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
-
9 March 2020The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
-
4 March 2020
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
-
21 February 2020The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
Research related to Tamale RMS
-
3 October 2020Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
-
30 June 2020During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
-
24 June 2020Based on an exclusive survey about ResearchTech in Japan, Celent offers a comprehensive overview of the current state of market participants and…
-
30 April 2020Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
-
15 April 2020First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
-
13 February 2020At the end of every year, Celent surveys insurance company CIOs, asking them about their priorities for the coming year. The survey covered nin…
-
11 October 2019The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
10 September 2019SAS has been a significant player in providing analytics and data solutions to the insurance industry for decades, both partnering with core sys…
-
8 July 2019Fintech across the value chain is supporting the reinvention of investment research via an explosion of data, tools, and distribution methods. A…
-
17 June 2019Data is a recurring topic in Celent’s conversations with CIOs. The broad ask by CIOs is to be able to derive insights from a wide variety of dat…
-
10 June 2019The Research Management System (RMS), the core technology solution supporting research management in the buy side front office, is being influen…
-
23 May 2019Liquidnet’s acquisition of RSRCHXchange is a harbinger of increased focus and attention on buy side research management systems and related fint…
-
9 May 2019The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial insti…
-
4 July 2018Note: A webinar that draws on this presentation is available here. In this report, we discuss the Data Science workflow, from gathering requirem…
-
4 January 2017Celent has released a new report titled Increasing the Adoption of Data and Analytics in Insurance. The report was written by Michael Fitzgerald…
Research related to Advent Portfolio Exchange (APX)
-
21 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
-
21 October 2020The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
-
28 September 2020
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
21 September 2020
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
-
9 September 2020
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
-
17 August 2020During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
-
12 August 2020COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
-
13 July 2020Shelter-in-place and attendant work from home have been a litmus test for the state of digitization at banks. Those in the vanguard have fared r…
-
21 June 2020
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
-
28 May 2020
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
-
27 May 2020
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
-
25 May 2020
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
-
21 May 2020The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
-
7 May 2020In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
-
3 May 2020
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…