Struggling with manual processes? Effective technology streamlines your investments

By: Ben Wahlberg 

Today’s wealth and asset management firms find it increasingly difficult to attract and retain high-net worth and institutional clients. Managers want to provide the industry’s best service, but antiquated systems and manual processes make it difficult to increase operational efficiency. Implementing a robust platform that supports front-, middle-, and back-office needs leaves you more time to focus on what matters most: your clients.

Manual processes create problems and potential mismanagement within the investment cycle. For example, during the client onboarding process, data must be accurate and up-to-date. In the trading phase, order execution and management are at risk. The solution is an efficient, comprehensive model that controls flows and execution. Advanced analytic capabilities ensure that both your client’s data and your data remain secure.

Industry trends and challenges also contribute to the increasing need for up-to-date automated systems. Manual processes complicate compliance standards and make it harder for firms to stay updated on regulatory reforms; rebalancing done on spreadsheets creates potential for error. The solution is an integrated design with advanced transaction processing, which allows for compliance monitoring that is performed in real time.

Personal service has never been more important in the wealth management industry. The growing interest in electronic portfolio management tools means firms must find a way to increase operational efficiency and still provide superior service. Automation is the key: with a variety of enhanced features and customizable modules, automation gives you more time to focus on your clients.

SS&C Global Wealth Platform (GWP) is an end-to-end, web-based solution that supports all core investment management processing. It covers the full life cycle of the investment. Its front-, middle-, and back-office capabilities allow firms to flexibly manage their businesses by giving them a single platform with a modular-based design. Easily scalable and truly automated, GWP is a customizable, all-encompassing solution. It helps increase data accuracy and reduce costs so you can take on more funds and still provide superior customer service.

To learn more, watch our webinar.

To find out how the Global Wealth Platform (GWP) from SS&C helps eliminate costs and improve efficiency, email Ben Wahlberg or call +1-860-298-4962.