Now in its 11th edition, our annual report wraps up industry challenges, observations, strategies and actions. This report is the result of discussions with thought leaders, analysis of real world cases, and insights gathered from a comprehensive global survey conducted by WealthBriefing.

Key findings from the 2023 research report

 Downward shift in digitisation globally

Geopolitical tensions, legacy systems, learning about AI and more: firms say they’ve been distracted from digitisation efforts in the last 2 years.

Client custodial data to the forefront

Custodial data is crucial, and a foundation for efficient automation, enabling streamlined processes, accurate decision-making, and optimal portfolio management.

The rise of automation and AI

With an upward trend in portfolio management automation, firms are gaining strategic competitive advantage brought by automation and the integration of AI.

What’s different in 2023?

We’ve broadened the scope, representing firms globally from Europe, the Middle East, Asia-Pacific, North America and Latin America.

We’ve spoken with an even broader sweep of C-suite leaders, technologists and industry experts for learnings and commentary.


of firms are confident their technology budget will increase over the next three years, beating 2022’s 65%.

Get the full report

Firms are navigating an increasingly complex environment, and technology marches ever forward in accelerating pace. Find out how digital transformation is affecting the wealth management industry, and how to stay ahead of the curve.

Get your copy of our latest research report now.

About SS&C Advent

SS&C Advent helps over 4,000 investment firms in more than 50 countries grow their businesses and thrive. Contact us to find out how we can help your firm simplify complexity and increase competitiveness through a fully digital operation