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July 28, 2017  |   Volume I, Issue XLIII
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
Employee benefits EDI standards race heats up

In early 2017, the Life Insurance Market Research Association (LIMRA) announced the formation of a workgroup to tackle electronic data interchange (EDI) issues related to employee benefits. Two other standards bodies have also introduced similar and competitive initiatives.

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The case for social advisors

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While personal referrals remain the number one source of new business for financial advisors, to grow business in today’s world, advisors must also have a strong online presence. Let’s find out how embracing social media can help you.

SEC modernizes reporting regime

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The Securities and Exchange Commission recently adopted changes to modernize the reporting regime. The changes address the risks in the asset management industry, improve the quality of the data provided to investors, and help the SEC collect and analyze data more efficiently. Will the changes affect you? Let’s find out.
SS&C Blog
PHilight 1
Congratulations! July 14 Puzzler Solvers:
Andrew Erman, Transamerica
Edward Safran, CFM, Omega Options Organization
Gabriel Ng, Parametrica Asset Management
Kevin Strutz, Acuity
PHilip DIDio, SECOR
Rick Fleissner, Amerisure Insurance
Sean Anderson, 40|86 advisors
Teresa Wu Scott, Thomson Reuters
William F. Gibson, IVY Creek Associates


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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