A historical wealth transfer is underway in APAC
A historical wealth transfer is underway in APAC
As trillions in wealth passes to younger cohorts, the challenge for wealth managers is to keep up with a whole new set of expectations.
Using SS&C Advent’s wealth management solution suite, firms are empowered with tools to help attract and retain HNWIs of the future.
Three important strategies explained
Our paper on APAC’s great intergenerational wealth transfer summarises the dramatic changes ahead, the threats for wealth managers, and three key strategies for turning heirs into clients.
Make your firm indispensable
Start those meaningful conversations now and stop the churn with technology and services from a market leader.
Full breadth of capabilities
- Portfolio management
- Trading and compliance
- Performance measurement
- Reporting and accounting
Portal-delivered digital client experiences
- Bring clients and advisors closer together
- Elevate your technology game
- Connect with beneficiaries early
- Position your firm for generations
ADVENT INVESTMENT SUITE
Solutions and services to help you meet the needs of the next generation of investors
Get in touch
If you’ve read the guide, you’ll know: time is of the essence
Building relationships with younger generations of heirs depends on the strategic use of digital tools and supporting technology. Before they take their investments elsewhere.
Complete the form and one of our representatives will be in touch pronto, to schedule a demo of our solutions and services.