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June 2, 2017  |   Volume I, Issue XL
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
Get up-to-speed on upcoming HMDA changes

Originators and purchasers of multifamily loans are increasingly focused on the new Home Mortgage Disclosure Act (HMDA) reporting requirements (coming in early 2018) and how they will impact their businesses. In fact, at the 2017 MBA servicing and technology conference, representatives from life insurance companies, agency/multifamily lenders, commercial mortgage banking companies, and service providers formed a work group to discuss the implications of the new reporting requirements. Learn about what they talked about and how the changes affect you.

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Transition management: Finally, an easier way

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Transparency and accuracy are essential elements in the transition management process, but they are often hard to attain with in-house systems. What firms need is an outside, independent, comprehensive solution that alleviates the need to constantly update and improve internal systems. We have what you’re looking for. Let us tell you about it.

T+2: A Shorter Settlement Cycle is Upon Us

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In March, the Securities and Exchange Commission (SEC) announced an amendment to shorten the standard settlement cycle for most broker-dealer securities transactions by one business day to T+2. The September 5, 2017 adoption date is fast approaching – is your organization ready? Let’s look at how best to assess if you are ready for the changes.
SS&C Blog
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Oct 20, 2017
SS&C GlobeOp Forward Redemption Indicator: October notifications 2.69%

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



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

Oct 23, 2017 - Oct 25, 2017
J.W. Cole Financial Advisor Symposium
Tampa, FL

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