How technology is transforming the wealth management industry

A recent global survey of wealth and asset managers shows the wealth industry has made substantial progress over the past year, with the level of digitisation continuing to improve. In this report by WealthBriefing and Advent, we take a look at some of the key themes from the survey, including why ‘digitisation’ is much more than just a buzzword, and how the right technology will put your firm in the driving seat as we look to the future.

Read the full Tech & Ops Trends in Wealth Management report 2022


The average rating for reliability, timeliness and accessibility of data in organisations


The average productivity gain from technology investments (Deloitte)


How far along institutions are in the process of maximising automation in portfolio construction and rebalancing

About SS&C Advent

With solutions that enable any or all elements of a fully digital operation, SS&C Advent can help you catch up and stay competitive. Our offering includes innovative decision support and construction tools, as well as expert-delivered operational services to ease the burden on middle and back offices. Our technology solutions can also be cloud delivered through Advent Managed Services.

By continually investing in our platforms and functions we ensure we always deliver positive results for firms’ clients, people, businesses and futures.

SS&C Advent has helped over 4,000 investment firms in more than 50 countries grow their businesses and thrive. Gain investment clarity, simplify complexity and enable full firm digitisation with SS&C Advent.