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April 7, 2017  |   Volume I, Issue XXXVI
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
The enduring advisory firm

In the book The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently, Pershing executives Mark Tibergien and Kim Dellarocca advise financial advisors on how to reshape their businesses to stay alive in today’s advisory market. Here are some highlights from their recent discussion at the Pershing Advisor Elite Summit.

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Tax process automation – Part 2 of 4

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Tax automation decreases tax complexities and increases accuracy, efficiency, transparency, sustainability, and global collaboration. In our four-part “Tax Process Automation” eBriefing series, SS&C thoroughly examines tax automation and how it can help you. In this second installment of our series, we examine the benefits offered to insurers and investment managers by the CAMRA tax basis from SS&C.

CECL for insurance: It’s not too early to get your data ready

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While it’s true that insurance companies will not be affected by Current Expected Credit Losses (CECL) for another few years, historic data can be a powerful part of the evaluation. So, it’s smart to start collecting the right data, right now. Establish a framework to do this forward-looking analysis and remember that IFRS and GAAP look at CECL differently, so it’s likely that almost all your systems need to be evaluated. Make sure you’re ready.
SS&C Blog
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Congratulations! March 24 Puzzler Solvers:
Dale Stout, Calvert Investments
Gabriel Ng, Parametrica asset management
Joe Lally, UBS
Kevin Strutz, Acuity
Michael R. Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
William F. Gibson, IVY Creek Associates


May 30, 2017
SS&C Releases Enhanced Precision LM™ Borrowers Viewpoint

May 23, 2017
Q10|iCap Realty Advisors Selects SS&C to Support its Growing Commercial Loan Portfolio



May 30, 2017 - May 31, 2017
CECL Conference
Kimpton Epic
Miami, FL

May 31, 2017 - Jun 2, 2017
ILPA Member’s Conference
Boston, MA

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