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


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.


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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Oct 9, 2015
SS&C Technologies 2015 Third Quarter Earnings Release Notice

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

Oct 15, 2015 - Oct 16, 2015
MFA Outlook 2015
The Pierre
New York, NY

Oct 29, 2015
Fidelity Inside Track
Fidelity Investments
New York, NY

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