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Articles tagged "SS&C"


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Reed Colley: [SS&C] did try to stop our continued business development. They were not successful.

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

Eric Poirier: We’re on track for an even stronger third quarter.

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

John Swolfs: Event-focused organizations around the world are trying to hold their events in the most timely and effective manner that they are able. Inside ETFs and the rest of the financial event industry are all looking forward to having more flexibility after Covid has passed.

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

Dermot O'Mahony: Anyone who tells you that they can predict, with 100% accuracy, how a particular account will perform in 15 year’s time is either a charlatan or a time traveller.

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

Evan Rapoport: There are so many users of TAMPs that are uninformed about how to maximize the advantages of the UMA structure.

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


Pete Hess [at Nasdaq opening bell with Advent board chair Stephanie DiMarco in 2012]: I'm going to take six months off after 23 years. I want to come back fully regenerated.

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 his newly created position, Chris Whiting aims to eliminate Balkanization for RIAs using Black Diamond.

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

Peter Hess: I don't think [our clients will] notice anything except more services coming down the line.

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

February 3, 2015 at 8:16 PM

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