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February 24, 2017  |   Volume I, Issue XXXIII
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
Is the DOL Fiduciary Rule DOA?

Since the U.S. election last November, many have speculated that some financial regulations put in place in response to the 2008 financial crisis may be eliminated. While the verdict is still out on many of the regulations, the Department of Labor (DOL) fiduciary rule is not dead yet.

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Ensure survival with effective integration and standardization

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The recent LIMRA Enrollment Technology Strategy Seminar opened with an announcement that member companies had joined together to create an electronic data interchange (EDI) standard for group and voluntary benefits enrollment data. This set the stage for lively and informative sessions with carriers and vendors that discussed increasing sales and decreasing costs through integration, collaboration, and innovation. What’s the best, most efficient way?

SS&C – A true partner for insurers and investment managers

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In the hustle and bustle of looking for new software and solutions to meet the growing needs of insurers and investment managers, we find ourselves sifting through lists of vendors. It is time we put away that vendor sheet and look to a trusted partner. How can you find your perfect partner?
SS&C Blog
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Congratulations! February 10 Puzzler Solvers:
Dale Stout, Calvert Investments
Edward Safran, Omega
Ellen Torrance, Retired
Joe Lally, UBS
Kevin Strutz, Acuity
Michael R Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
Michael R. Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
Michelle Weatherbee, John Hancock
Robert V Gordon, CPA JD, RVG Consulting Services LLC
William F. Gibson, IVY Creek Associates


Dec 13, 2017
SS&C GlobeOp Hedge Fund Performance Index: November performance -0.40%; Capital Movement Index: December net flows decline 0.18%

Dec 12, 2017
Life Care Services Selects SS&C for Employee Benefits Data Delivery



Jan 10, 2018 - Jan 11, 2018
The Real Estate Emerging Managers (“REEM”) Summit
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Austin, TX

Jan 28, 2018 - Jan 30, 2018
Acquire or Be Acquired
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Phoenix, AZ

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