Delivering a Complete Wealth Picture

The Client Portal as Competitive Necessity

SS&C Advent White Paper for Wealth Managers and Advisors

Investors expect more today from their financial advisors than what has previously passed for the status quo. For years, advisors depended on a quarterly cycle of client interactions through paper reports and static information. In today’s 24x7 mobile, social, and cloud computing world, in which clients are more tech-savvy and accustomed to instant, real-time information, that mode of operation is becoming unsustainable. This white paper explores how investor expectations are changing and what advisors can do to strengthen client relationships through technology.

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