SS&C Advent’s Post

Are you familiar with the term "captive advisor"? Let's break it down. A captive advisor is someone tied to a specific company, only able to offer their proprietary products. What does that mean for you? Well, most of their solutions will revolve around their company's products, whether they're the best in the market or not. Don't be confined; explore all your options! Click the link in my bio to schedule a free 20 min call with our professional wealth advisors and get your FREE written plan. #CaptiveAdvisor #FinancialAdvice #WealthManagement

Are you familiar with the term "captive advisor"? Let's break it down. A captive advisor is someone tied to a specific company, only able to offer their proprietary products. What does that mean for you? Well, most of their solutions will revolve around their company's products, whether they're the best in the market or not. Don't be confined; explore all your options! Click the link in my bio to schedule a free 20 min call with our professional wealth advisors and get your FREE written plan. #CaptiveAdvisor #FinancialAdvice #WealthManagement

Are you familiar with the term "captive advisor"? Let's break it down. A captive advisor is someone tied to a specific company, only able to offer their proprietary products. What does that mean for you? Well, most of their solutions will revolve around their company's products, whether they're the best in the market or not. Don't be confined; explore all your options! Click the link in my bio to schedule a free 20 min call with our professional wealth advisors and get your FREE written plan. #CaptiveAdvisor #FinancialAdvice #WealthManagement

When it comes to understanding RIAs, wealth management platforms, and asset managers, no one goes as deep as FiComm Partners. Our team is stacked with industry experts who walk the talk when it comes to achieving the kind of growth you're after. This is your golden opportunity to position yourself for success in 2024. Let's dive into a conversation about your Growth Marketing Blueprint today: https://hubs.li/Q029gvCv0 #wealthmanagement #marketing #growth

Join us in this video as we unveil the significance of InsiteAI™ in revolutionizing how facilities manage and respond to ground faults. Don't miss out – watch now and elevate your electrical asset management game! #InsiteAI #GroundFaultDetection

"How do we build a product that can convince each fund managers, asset owners and their proxy advisors that pass-through voting is not only possible, but easy (and necessary) to adopt?" "Our research led to a solution that works independently of a fund manager's voting processes and is simple for asset owners to use. This ensures that fund managers can continue voting how they have always done, and asset owners can take on as much or as little of the voting as they choose." Hear from Duncan Leslie, Head of Product at Tumelo, as he reveals the key product decisions that shaped Tumelo's partnership with Legal & General Investment Management (LGIM) Read the interview here: https://lnkd.in/e7iysTcE

Answering the Frequently Asked Question: "What Do You Do?"
 Join us today as we tackle one of the most common inquiries we receive: "What exactly is it that you do?" Check this link for the full video: https://lnkd.in/gr_zyi8C Talk to us today to learn more! Visit us at infinitycommcapital.com Email us at info@infinitycommcapital.com #RealEstateInvesting #CapitalSolutions

Understand how Anfield Capital Management approaches the Investment Process in the first video of a brand new series: https://lnkd.in/gC6qNr9F

Fact or Fiction...you can move 93% of your assets in 31 days? It's a FACT, it's ACHIEVABLE and it's more common than you think 👇. Yep, you heard that right. 287mm in AUM moving in 31 days. How did they achieve this? 1. Thoughtful due diligence, radical transparency with their clients on "why" and clear and concise communication and planning among the advisors and staff. 2. Rockstar third-party transition support via Grier Rubeling. 3. Sophisticated coordination all a "all hands on deck" approach with Raymond James. 4. Excellent guidance and stewardship via Ryan Killilea. 5. Superb advice and counsel via Christopher Winn of AdvisorAssist 6. Honest hard work and lots of hours on the phone. And of course...objective advice and counsel from yours truly 😁. Here's the deal, a team considering change is not on an island, there is a full, robust ecosystem of support both within Broker-Dealers and Custodians as well as via third party specialists. Sometimes it takes a village. If you're considering change, or simply want to better understand what it takes to bring a successful transition to fruition, please send me a DM and I'm happy to fill you in confidentially. Thoughts? #Tomolaktruths

For those of you coming to my presentation at the International Association of IT Asset Managers (IAITAM) Conference tomorrow May 9th, in Las Vegas on the topic of "AI’s Failures in Automating Asset Management" I want to share with you a clip from the movie "The Invention of Lying" where a customer tells the bank how much he has and the bank teller trusts him over "the system". To me this is analogous to not having your assets accurate in your CMDB or Asset Repostory and relying on "someone else" to tell you what you have and manage... https://lnkd.in/ggfbCjCY