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October 2015  
Delivering a Complete Wealth Picture
The Client Portal as Competitive Necessity
SS&C Advent White Paper for Wealth Managers and Advisors
Advent
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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