Articles tagged "SS&C"
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After SS&C lawsuit sets him back eight months, Reed Colley reloads to launch Summit Wealth Systems and compete with the plaintiff's Black Diamond
Black Diamond's owner alleged its founder and former top SS&C sales executive Bob Conchiglia engaged in a significant 'theft' of data but the parties settled
March 1, 2021 at 6:17 PM
Addepar now counts 20% of Barron's Top-100 RIAs as clients, but Tamarac, SS&C Black Diamond and Orion all retain an edge
Now 11-years-old and getting RIA religion, the Mountain View, Calif., VC creation shared numbers that put it on the doorstep of big milestones -- if enough alts-minded prospects are still there for the taking.
September 29, 2020 at 10:33 PM
Oisín's Bits: With COVID-19 spiking in 27 states, RIA events like Wealth/Stack fight for late 2020 conference slots • Black Diamond taps startup Canoe for alternatives reporting • DOL quantifies RIA numbers
The InsideETFs event will compete with InvestWest for coveted late 2020 date, but without Josh Brown's stardust • SS&C's move follows Addepar advance and will include Advent products• The DoL sees net gains in RIAs of about 300 a year
July 8, 2020 at 2:23 AM
After Orion, Fidelity and Envestnet paid big for planning software, Morningstar finesses a DIY planning hack for Workstation; Black Diamond is also trying finesse to counter the continuing planning software grab
The portfolio management giants spent a combined $800 million; Now Morningstar has Goal Bridge and SS&C assures it is keeping even in planning race
September 20, 2019 at 4:29 PM
The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results, and now SmartX is hiring to keep up
Growth is not an option for the tiny West Palm Beach concern after its SS&C alliance after AUM all but doubles in recent months requiring more inventory, expertise and staff
April 10, 2019 at 11:05 PM
Quick hits: Broadridge broadens to UHNW market with sneaky-success Statpro; Kitces calls out fintech's innovation drought; SS&C's Eric Rocks talks growth where Tamarac and Orion are scarcer
Big companies lurch toward big, green markets even as old one turn brown and begin to decay
July 10, 2018 at 4:46 PM
Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix
Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users
May 25, 2016 at 2:49 PM
In first major act as Black Diamond/Advent owner, SS&C Technologies hires operation chief of $14-billion RIA to fill new role
Chris Whiting left Moneta Group in September after big changes at that RIA to join the software company that did his firm's performance reporting
December 21, 2015 at 9:11 PM
How SS&C muscle might be just what the Black Diamond and Advent Software doctor ordered
The portfolio accounting provider to giants like Voya, Barclays and New York Life may finally get Advent into the cloud and crack the alternatives challenge
