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As trillions in wealth passes down, can you win the Nordic heirs?

The greatest wealth transfer in history is happening now in the Nordic region. For wealth managers who are prepared, this presents an unprecedented opportunity to grow their business.

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Surpass Nordic heirs’ highest expectations

Our comprehensive guide provides wealth managers with proven strategies for navigating this transition successfully. You’ll discover how to position your firm as the ideal partner for the next generation.

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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.

Navigate the complexities of Nordic jurisdictions with confidence

Leading wealth managers trust SS&C ADVENT’s advanced technology and 
deep local expertise to stay ahead of evolving regulations. Our investment management 
platform simplifies the region’s unique tax, inheritance, and succession challenges by automating 
critical requirements—giving you more time to focus on growth.

“The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.”

Fredrik Steen, Chief Operating Officer, Formue

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