Case Study

Flying High Again

Flying High Again

Flying High Again Surmounting Barriers to Advisor Productivity THOUGHT LEADERSHIP FROM A TECHNOLOGY LEADER SS&C Advent View Freeing Advisors to Focus on Clients In our work with wealth managers and advisory firms, we’ve noted a distinct shift in the way they think about and use technology. Where they used to see technology primarily in terms of operational efficiency, they now put a greater emphasis on employee effectiveness. It’s not just about saving time (and money), but about using time in the most effective way. And, in the advisory business that means maximizing time spent on client engagement. To explore the implications of this transition in great

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