With the emergence of easily accessible trading platforms and robo-advisors, there’s no question that investment managers are navigating a complex and evolving ecosystem. Firms must make strategic decisions to stay competitive and provide the most value to their clients. Given this, firms are evaluating:

How can I attract and retain investors?
Which accounts and segments should I pursue?
What services should I offer?
What technology do I need?

To assist our clients in answering these questions, SS&C Advent partnered with Institutional Investor to survey the investment management community.

Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.

The Search for Scalable Growth in a Complex Market