The great Middle Eastern intergenerational wealth transfer

How to turn heirs into clients

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Billions in wealth is transferring over coming decades

Client churn rates pose a major threat. Heirs are likely to expect different wealth management models than their parents.

Read our latest paper that summarises the dramatic changes ahead, the challenges for wealth managers, and three key strategies for retaining beneficiaries.

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Time to elevate your tech game

Leverage technology to deliver seamless, on-demand digital experiences to your clients. Implement integrated platforms that support portfolio management, client relationship management, accounting, reporting, and real-time analytics.

Manage investments with confidence

Leading wealth managers trust SS&C ADVENT’s advanced technology and expertise to stay ahead of ever-evolving client expectations. Our investment management platform simplifies processes and reduces manual work — giving you more time to focus on growth.

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Advent Investment Suite

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