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December 10, 2010  |   Volume X, Issue XXII
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Punit Satsangi
SS&C GlobeOp
+44 (0)20 3310 3304 | Email

Ian Crompton
Institutional & Investment Management
+44 (0)20 3310 3322 | Email
SOFTWARE & SERVICES EBRIEFING

EMEA


Software & Services eBriefing
Are Your Proprietary Systems Able to Support Your UMA Program?

Unified Managed Account programs have quickly become one of the fastest-growing solutions available to advisors who offer comprehensive investment advice and solutions. For most firms the evolution from SMA to a UMA programs has placed operational strains on proprietary systems, forcing them to consider the alternatives.

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Managing Third Party Lending Requirements

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The use of multiple sources of capital when originating loans requires strict due-diligence to maintain a balanced portfolio and continued compliance to the terms set on the uses of different funds. The utilization of third party capital often comes with restrictions on the nature of the use and the stratification of the exposure of these funds within the loan portfolio.

Tools for Creating Custom Financial Statements

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The difference between standard accounting report formats and unique owner requirements can be very different, while tax reporting requirements require a completely different reporting format altogether. How do you accommodate these different requirements?
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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

REQUEST A DEMO
FOR MORE INFORMATION
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