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

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?

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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 CNNMoney.com, 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?
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Feb 5, 2016
SS&C Technologies Announces Revised Fourth Quarter and 2015 Earnings Date

Feb 1, 2016
SS&C Announces New Residential Loan Accounting Enhancements to Precision LM™



Feb 10, 2016 - Feb 12, 2016
T3 Conference – Advisor Edition
Marriott Harbor Beach Resort
Ft. Lauderdale, FL

Mar 1, 2016 - Mar 2, 2016
LIMRA Enrollment Technology Strategy Seminar
Omni Charlotte Hotel
Charlotte, NC

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