Agenda

Date and TimeTitle
Sep 14, 2021
1:00pm - 1:40pm (Eastern)
SS&C Advent Leadership Insights for a Changing World

Join Karen Geiger and Steve Leivent as they kick off Advent Engage 2021 sharing an insightful perspective on leading through change as brands and products transition through the ever-changing world. The session will also cover the future of Advent and product focus areas over the coming year.

Sep 14, 2021
1:55pm - 2:35pm (Eastern)
How Advisors Use CRM to Manage Their Pipeline

Being able to personalize customer relationships at scale can be your competitive advantage. Learn how to cultivate trusting relationships with new business opportunities from day 1, and build a transparent team approach to close more business.

Sep 14, 2021
1:55pm - 2:35pm (Eastern)
APX & Moxy: Today, Tomorrow and 2025

Join our product managers for an interactive session discussing the award-winning Advent Investment Suite for investment management. Learn about exciting new features to improve your firm’s productivity and review our current roadmap of upcoming enhancements. We encourage your feedback and participation for an interactive Q&A.

Sep 14, 2021
1:55pm - 2:35pm (Eastern)
Black Diamond Link: Empowering Around the Clock Engagement

A high-quality, technology-powered client experience can go a long way to reinforce the reasons a client chooses to stay with your firm and recommend you to friends and family. In this session, you’ll learn how  Black Diamond Link can fit into your existing system and enhance the value you provide to both your existing clients and future prospects.

Sep 14, 2021
1:55pm - 2:35pm (Eastern)
It's all about that Tech!

Discover all things Geneva(R) technology including updates on the latest enhancements, as well as technologies and design concepts in consideration for our future roadmap. This is an opportunity for you to learn more about improvements to scalability and performance, integration and data access (including REST API, Change Analyzer, and Data Browser “2.0”), and enhancements around our security and infrastructure.

Sep 14, 2021
1:55pm - 2:35pm (Eastern)
Black Diamond: A True Financial Life Hub

Today, advisors need to position themselves at the intersection of their clients’ personal and financial lives and help them make the best of both, with thoughtful, informed, and compassionate coaching. As the heart of your business, Black Diamond frees you to support the many avenues of holistic wealth advice. In this session, product and service leaders will discuss industry trends, platform innovation, our unique service experience, upcoming enhancements, partnerships, and more.

Sep 14, 2021
2:50pm - 3:30pm (Eastern)
How Asset Managers Use CRM To Manage Their Distribution Channels

Understand how a purpose-built CRM can help organize and track your distribution platforms, the relationships you’ve built, and the buying agreements you’ve put together. Handling these critical data points seamlessly ensuring you have the complete picture and are able to close those open loops.

Sep 14, 2021
2:50pm - 3:30pm (Eastern)
Navigating the Competitive Landscape: A Technology Panel

Hear from SS&C Advent's technology experts and your peers in this lively panel around all things tech. Topics will include but aren't limited to scalability and performance, integration and data access, and security and infrastructure.

Sep 14, 2021
2:50pm - 3:30pm (Eastern)
What’s all the talk about Alternative Managed Services?

Join our experts as they explore the co-sourcing model with Geneva(R) at the core that enables full data and reporting access, the benefits of reducing IT infrastructure and software upgrades, and how this approach will empower your employees by outsourcing time-intensive tasks, e.g., reconciliation, asset servicing, and file monitoring.

Sep 14, 2021
2:50pm - 3:30pm (Eastern)
Elevating Client Relationships with Technology

Black Diamond empowers you in a multitude of ways to engage with your clients every step of the way - setting goals, navigating major life events, making important decisions and more. Join us to learn more about new features in both Client View and the Client Experience portal and gain insight on what's to come.

Sep 14, 2021
2:50pm - 3:30pm (Eastern)
Copy of What’s all the talk about Alternative Managed Services?

Join our experts as they explore the co-sourcing model with Geneva(R) at the core that enables full data and reporting access, the benefits of reducing IT infrastructure and software upgrades, and how this approach will empower your employees by outsourcing time-intensive tasks, e.g., reconciliation, asset servicing, and file monitoring.

Sep 14, 2021
2:50pm - 3:30pm (Eastern)
The Back-Office Evolution

With not only the nature of financial services industry but also the way we work rapidly changing, it is more important than ever for firms to be intentional about how they approach and invest in their back office operations. Join the SS&C Advent Professional Services team as we talk about approaches for innovating within the back office, client success stories, and our approach for helping firms get back on track.

Sep 14, 2021
3:45pm - 4:25pm (Eastern)
Elements CRM Best Practices

With proprietary features, available integration data, and tried and true CRM concepts Elements is a platform of possibility. Come see how our solutions experts use CRM solve the everyday and complex issues facing nearly every financial services firm.

Sep 14, 2021
3:45pm - 4:25pm (Eastern)
Client Panel: Best Practices in Trading & Rebalancing

Join your peers and our Moxy & Genesis experts to hear how they are utilizing best practices to keep up with trading trends, portfolio management and industry challenges to build a more efficient practice from front to back office.

Sep 14, 2021
3:45pm - 4:25pm (Eastern)
Geneva Cloud Delivery

The trend towards outsourcing and remote working have drastically accelerated in the past year. Geneva Cloud Delivery helps meet the demands of a changing workforce. Come learn more from our experts about our hosting capabilities for Geneva and complementary applications.

Sep 14, 2021
3:45pm - 4:25pm (Eastern)
Tamale Research Management: Looking to the Future

Tamale RMS has delivered powerful new functionality with its 2021 releases optimizing the investment research process and saving analysts and portfolio manager’s time whilst streamlining operations. Join our product experts as they highlight key areas of delivery for 2021 including SS&C Intralinks folder mapping, CRM enhancements and workflow management.

Sep 14, 2021
3:45pm - 4:25pm (Eastern)
Innovate. Empower. (Re)Balance.

Get an up-close look at the flexibility and power of the Black Diamond Rebalancer, preview new functionality and learn more about how you can improve your agility in today's market.

Sep 15, 2021
1:00pm - 1:40pm (Eastern)
Operational Alpha: Navigating the New Realities of End-to-End Propositions, Data Marketplaces and Ecosystem Effects.

Investment managers and asset owners are now directing their preferences towards converged operational models for IT/operations, underpinned by multiasset solutions, more functional coverage, and/or greater outsourcing of non-core activities across the investment lifecycle. However, evolving towards a front-to-back model requires firms to rethink their target operating models from architecture, data, operations and governance perspectives. This session provides perspectives and pointers on how to navigate these changes.

Sep 15, 2021
1:55pm - 2:35pm (Eastern)
Geneva Roadmap: An Inside Look

Join our Solutions Management and Product Development team as they provide an inside look into key projects to look forward to this year, ideas we are considering, longer term problems we are solving, and how we are expanding our utilization of web technology to assist your audit and data access needs.

Sep 15, 2021
1:55pm - 2:35pm (Eastern)
How Wealth Managers Are Creating Rich-Experiences with CRM

Learn how to create customer rich experiences to kick start your business transformation and exceed escalating customer expectations. Resulting in better service, better products, better experiences, and better margin.

Sep 15, 2021
1:55pm - 2:35pm (Eastern)
Black Diamond Presents: Platform Power Hour

It's everything you wanted to know about Black Diamond and more! Join this entertaining session as a variety of product managers detail platform highlights, including what's new and what's next, as well as tips to maximize use.

Sep 15, 2021
1:55pm - 2:35pm (Eastern)
An Overview of CFA Institute’s Proposed ESG Disclosure Standard

Recognizing the need for a global product-level ESG disclosure standard, CFA Institute introduced the ESG Disclosure Standards for Investment Products with the release of an exposure draft of the Standards in May 2021. With the final version of the Standards expected in November 2021, this session will highlight the requirements of the Standards and the benefits to asset managers and the investment management industry.

Sep 15, 2021
1:55pm - 2:35pm (Eastern)
Advent Data Solutions: The Data Evolution

Advent’s Data Solutions suite has been helping clients with critical trade lifecycle data for almost 25 years. Learn how TransPort can help firms apply custom rules and logic to standard ACD files creating customized data for downstream systems including Axys, APX, and Geneva. We will also share updates on marketplace trends related to alternative data types such as Private Equity Funds and Cryptocurrency sources.

Sep 15, 2021
2:50pm - 3:30pm (Eastern)
New Innovations: Today, Tomorrow and 2025
Innovation in the technology space is accelerating every day, and we at SS&C Advent are always trying to think three steps ahead. Join us to hear what’s next for the Genesis platform, and how we are working to drive industry trends while keeping client needs top of mind.
Sep 15, 2021
2:50pm - 3:30pm (Eastern)
Live Q&A With Geneva Experts  

Hosted by the experts who know Geneva the best, this engaging forum is the perfect place to bring your questions and get answers on all things Geneva. Hear directly from the Product Development and Global Solutions Management teams.

Sep 15, 2021
2:50pm - 3:30pm (Eastern)
Engage CRM Best Practices

With proprietary features, available integration data, and tried and true CRM concepts Engage is a platform of possibility. Come see how our solutions experts use CRM solve the everyday and complex issues facing nearly every financial services firm.

Sep 15, 2021
2:50pm - 3:30pm (Eastern)
Modernizing the Trust Company Client Experience

The SS&C Trust Suite merges the power of industry leading trust offerings from SS&C Innovest and the Black Diamond® Wealth Platform. Join us to learn how these two powerhouses work together to deliver end-to-end trust-enabled wealth management capabilities.

Sep 15, 2021
2:50pm - 3:30pm (Eastern)
Black Diamond Data: Behind the Numbers

Accurate and dynamic data allows you to operate efficiently and confidently. This session will discuss new Black Diamond aggregation sources as well as dive into audit tools, outbound data, and more.

Sep 15, 2021
3:45pm - 4:25pm (Eastern)
Insurance: Strengthening the Financial Planning Conversation

With the Advent Insurance Marketplace Powered by DPL, your firm can easily discover, evaluate, implement, and report on insurance and annuities for your clients directly from Black Diamond. Join us to learn how this integrated offering equips you with the resources, tools, and insights necessary to implement insurance as part of your clients’ financial plans.

Sep 15, 2021
3:45pm - 4:25pm (Eastern)
What to Consider When Selecting an Outsourcing Provider

Increasing operational efficiencies in a faster-paced world isn’t always straightforward, but finding the right outsourcing partner can help. Join your peers and SS&C Advent’s Joe LaFemina for an insightful discussion around outsourcing advantages, common misconceptions and lessons learned. Learn what to look for in the right outsourcing partner to meet your firm’s unique demands - for today and tomorrow.

Sep 15, 2021
3:45pm - 4:25pm (Eastern)
Client Panel: Building a Culture of Compliance

A changing regulatory environment increased investor scrutiny, and a list of internal compliance requirements can start adding up to be an operational nightmare. This panel discussion will explore the demands of today’s climate and how firms can find ways to not only adhere to regulatory and investor requirements, but promote a culture of compliance without sacrificing speed-to-market.

Sep 15, 2021
3:45pm - 4:25pm (Eastern)
Streamlining Private Loan Risk

As the private lending space expands, the array of acceptable collateral has evolved with it. Businesses have tried to keep up with what the competition deems satisfactory collateral, yet the technology for managing this has not. Join the discussion on this growing trend and learn how Advent(R) Syncova enables banks and private lenders to automate and standardize collateral and risk calculations across structured lending or trade finance portfolios, regardless of the mix of asset types pledged as collateral.

Sep 15, 2021
3:45pm - 4:25pm (Eastern)
Salentica Product Roadmaps & Services Update

We’re continuously developing new capabilities to enable your digital transformation. Join leaders from our Development and Service teams for a glimpse into what will be made available in short and long-term. Hear how our Services team is re-designing the customer experience to best align with your business goals.