Articles tagged "SS&C Advent"
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Invesco snaps up RedBlack, not long after buying Portfolio Pathways and a few years after its Jemstep acquisition
The $1.3-trillion AUM Atlanta-based asset manager promises a 'digital' future, but skeptics question how it can work
December 16, 2019 at 10:56 PM
Schwab PortfolioCenter sale to Envestnet signals open season on 2,300 RIAs in the deal; Orion bags six; 'Why didn't Tamarac call me?' some ask
Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software
March 7, 2019 at 1:59 AM
How much of SS&C's $5.4-billion buy of DST Systems trickles down to Black Diamond RIAs? Maybe a good bit
The mother lode of DST data is expected to salve RIA data aggregation distress as the mega-vendor of data to Advent Custodial Data comes in-house
January 17, 2018 at 6:54 PM
SS&C solves its Axys problem -- for now -- by acquiring Modestspark
The owner of Advent and Black Diamond buys tiny two-person Redmond, Wash. firm that also solves Schwab's PortfolioCenter problem with digital add-on
November 2, 2017 at 11:00 PM
Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
August 3, 2017 at 4:43 PM
Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues
CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell
