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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


Oct 15, 2017
NTAsset Selects SS&C for Fund Administration and Middle Office Operational Support

Oct 13, 2017
SS&C Closes Acquisition of CommonWealth Fund Services



Oct 19, 2017
Commercial Paper Issuers Working Group (CPIWG)
Tarallucci E Vino
New York, NY

Oct 23, 2017 - Oct 25, 2017
GAIM Ops West Coast
Ritz Carlton
Rancho Mirage, CA

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