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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

Sep 30, 2015
More than half of large insurers to increase use of cloud and co-sourcing services over next five years finds SS&C survey

Sep 28, 2015
SS&C’s Black Diamond Wins Twice at 2015 Industry Awards

Oct 7, 2015 - Oct 8, 2015
IOTech Summit
Loews Hotel and Resort
Santa Monica, CA

Oct 8, 2015 - Oct 9, 2015
Junxure Advisor Conference
Four Seasons Hotel Las Vegas
Las Vegas, NV

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