April 4, 2008
Volume IX, Issue VI
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.

VIEW MORE


Applying the 80/20 Rule to Wealth Management

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.

VIEW MORE


Victims of Technology Terminology Overload, Unite!

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.

VIEW MORE


FOR MORE INFORMATION

Request a Demo
Request More Information



CONTACT

Alex Marasco
646-213-7138
Email us



PRESS RELEASES

4/16/2014
SS&C PORTIA Expands Business Operations Leveraging SS&C’s Center of Excellence in Evansville

4/15/2014
Capital Institutional Services, Inc. Goes Live on SS&C’s Lightning TradeDesk


EVENTS

April 23 - 25, 2014
FMA’s 2014 Securities Compliance Seminar
Marriott Nashville Hotel at Vanderbilt University
Nashville, TN
Request a Meeting


May 4 - 7, 2014
MBA’s Commercial/Multifamily Servicing and Technology Conference
Marriot New Orleans
New Orleans, LA
Request a Meeting


PRODUCT ALERTS

PCView 3 - v3.2.4

TOTAL RETURN 13.3









© 2014 SS&C Technologies, Inc. | 80 Lamberton Road | Windsor | CT | 06095



This email was sent to {Email}. To view this email in a browser, please click here
Should you not wish to receive communications, please unsubscribe.

{OPENEDEMAILMARKER}