Advent.com

Advent Insurance Marketplace Commission-Free …

WebThe Advent Insurance Marketplace Powered by DPL (AIM) eliminates those barriers by offering value-driven products to deliver greater client benefits at a lower cost. SS&C has …

Actived: 2 days ago

URL: https://www.advent.com/solutions/advent-insurance-marketplace/

Women and Wealth: How Advisors Can Address a $30 …

WebAs women start overseeing more assets, they want better financial advice. Women in the U.S. are expected to control as much as $30 trillion in financial assets by …

Category: Health Go Health

Digital Communication and How Advisors are Striking the …

WebWith markets zigging and zagging, the historic massive volatility we are experiencing inevitably creates anxiety in clients’ minds as to the health and welfare of …

Category: Health Go Health

Provide Holistic Financial Planning with Insurance

WebHow it works Our trusted team of licensed insurance consultants works with you to recommend the most suitable product for each client from our curated

Category: Health Go Health

Seizing the Moment to Motivate Financial Wellness

WebOver the past year, there’s been renewed focus around one simple word: wellness.There’s “psychological wellness,” when trying to balance the competing …

Category: Health Go Health

Black Diamond Wealth Platform Home

WebFrom client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding. The Black Diamond ® Wealth Platform frees …

Category: Health Go Health

Black Diamond Wealth Platform Raymond James

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Product Brief: Advent Managed Services

WebAdvent Managed Services oﬀers enhanced technology hosting with a selection of software solutions. You can also choose from a menu of middle- and back-oﬃce services, backed …

Category: Health Go Health

Product Brief: Advent Insurance Marketplace Powered by …

WebThe Advent Insurance Marketplace eliminates those barriers by offering value-driven products without commissions. SS&C Advent has partnered with DPL Financial Partners …

Category: Health Go Health

Black Diamond Wealth Platform Clients

WebThe Del Monte Group. Selected Black Diamond's cloud-native solution to offer superior communication, reporting, and secure statements. Additionally, they can better connect …

Category: Health Go Health

Advent Managed Services Operational Outsourcing to Reduce Risk

WebAdvent Managed Services frees up the firm’s in-house resources allowing time to focus on its growth strategies. With complete transparency into its operations using the Console - …

Category: Health Go Health

Black Diamond Wealth Platform Blogs

WebThe Black Diamond Wealth Platform and Decker Wealth Management: Mathematically Informed Decisions. Black Diamond provides instant feedback on our portfolios as to …

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The Power of Events: Fueling Innovations and Partnerships

WebEvents are foundational for driving partnerships, growth, and innovation. By providing an opportunity to connect and collaborate with industry peers, in-person events …

Category: Health Go Health

Black Diamond Wealth Platform Insights

WebSS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that assets under management on the Black Diamond®Wealth Platform have reached a collective USD$2 …

Category: Health Go Health

Advent Market Data Reconciliation Software Eliminate Headaches

WebAdvent Market Data provides a single, cloud-based platform with connectivity to several leading global market data sources, allowing your core systems to seamlessly acquire …

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Advent Custodial Data Automatic Reconciliation Reduce Manual …

WebThe Solution Eliminate reconciliation headaches. Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily …

Category: Health Go Health

Salentica Client Relationship Management Solution

WebFree up time to focus on your clients. Investing in a Client Relationship Management (CRM) solution goes beyond managing client data. Salentica equips you with a powerful and …

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Get Ready for Reg BI: How Black Diamond Can Help

WebCompliance Oversight and Best Interest Monitoring: Black Diamond provides tools for monitoring employee conduct – for example, through a predefined monthly …

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