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January 11, 2008  |   Volume IX, Issue I
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Mark Bramley
(617) 648-0923 | Email

Asset Management

Software & Services eBriefing
Protecting Your Brand

Most financial services companies understand the value of a strong brand. Customers trust it. It contributes to loyalty and retention. But how many companies consider client reporting to be a component of brand strategy?


Is GIPS® Worth Doing?

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The answer is "Yes" because GIPS compliance provides legitimacy and gives investors confidence that your firm strives to meet the highest standards. It's an important factor in marketing your firm.

M&A Activity Peaked in 2007

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As reported on, 2007 represented the biggest buyout frenzy since 2000, as 42 fortune 1,000 corporations were acquired. The largest deal in the Financials sector was the purchase of Golden West Financial by Wachovia for $24.2 billion. As deals of all sizes continue to be made in 2008, what's the most efficient approach to managing multiple holdings systems?
PHilight 1

May 3, 2016
SS&C and Moco, Inc. Accelerate Adoption of Portable Tenant Screening with Industry’s First Applicant Initiated Screening Service

Apr 28, 2016
$4 Billion Canadian Wealth Manager Selects SS&C as its Fund Administrator

May 1, 2016 - May 5, 2016
ARDA World 2016 Annual Convention & Expo
The Diplomat Golf Resort & Spa
Hollywood, FL

May 4, 2016 - May 6, 2016
IAA's Annual Leadership Conference
Langham Huntington Hotel
Pasadena, CA

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