Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs. Advisors, meanwhile, are facing constraints while grappling with a volatile market, and their relationships with clients are being tested.

To address those market challenges, SS&C Rendezvous was launched in 2023, offering advisors a turnkey, front-end investment management platform embedded in the Black Diamond portfolio management system. Featuring an open architecture model marketplace and an integrated proposal-generation tool targeting clients and prospects, Rendezvous empowers advisors with the technological resources to streamline goals-based financial planning and proposal generation, offer investment solutions and asset allocation tools that achieve clients’ goals and reclaim time to focus on building relationships.

Here are links for more information about Eric and SS&C ALPS:

The Rendezvous home page - https://www.alpsadvisors.com/rendezvous
The ALPS Funds home page - https://www.alpsfunds.com/

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

The Latest Trends in Advisor Technology