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April 4, 2008  |   Volume IX, Issue VI
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Mark Bramley
(617) 648-0923 | Email
SOFTWARE & SERVICES EBRIEFING

Asset Management


Software & Services eBriefing
CIPM or CFA?

The Certificate in Investment Performance Measurement (CIPM) program is a certification designed to train highly qualified, ethically grounded performance professionals to meet industry needs. The CIPM program is independent of the CFA program. Mark R. Elliott, global head of performance measurement and attribution for SS&C, comments on the benefits of CIPM certification to SS&C as an organization.

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Applying the 80/20 Rule to Wealth Management

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Wealth management today is a complex juggling act between servicing clients and developing the business. The Pareto principle, also known as the 80/20 Rule, is commonly invoked. It asserts that "80 percent of your sales come from 20 percent of your clients." If it holds true, then taking a value-based approach to customer segmentation may free up time to focus on increasing your asset base.

Victims of Technology Terminology Overload, Unite!

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ASP, BPO, On-Demand, SaaS, SeS; there are a multitude of terms out there describing technology delivery but what do the terms really mean? Read on as we try to break it down.
SS&C Blog
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Sep 29, 2016
New Version of SS&C Precision LM™ Loan Servicing and Accounting Solution Delivers Significant New Benefits for Investors and Servicers

Sep 23, 2016
SS&C Technologies to Present at the Deutsche Bank 24th Annual Leveraged Finance Conference



Oct 17, 2016 - Oct 19, 2016
SuperReturn Middle East
Ritz Carlton, Dubai International Financial Centre
Dubai,

Oct 24, 2016 - Oct 26, 2016
GAIM Ops West Coast
Ritz Carlton
Palm Springs, CA

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