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August 25, 2017  |   Volume I, Issue XLV
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
Choose the right software for your new wealth management firm: Part 1

Starting your own wealth management firm can be challenging, but with the right software, you can make it happen. In this first of a two-part eBriefing series, we look at three of the top tips for choosing the perfect wealth management software solutions for your new business.

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Five ways technology can help your firm manage through a volatile market

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It’s possible we are entering a new era of uncertainty in the market. If that’s true, it’s important to evaluate your internal systems, processes, and data so your firm is poised to weather any potential storm. Learn about five ways technology can help you when markets are volatile.

Continuing education credits for financial professionals

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If you are a member of a professional designation it is likely that you are asked to adhere to a specific set of guidelines and expectations. For the designation comes the expectation that members continue to improve their skills and stay current with best practices as their careers progress.
SS&C Blog
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Sep 22, 2017
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.72%

Sep 14, 2017
SS&C GlobeOp Hedge Fund Performance Index: August performance 0.90%; Capital Movement Index: September net flows advance 0.13%



Sep 25, 2017
PICPA Financial Institutions Conference
Best Western Premier Hotel and Conference Center
Harrisburg, PA

Sep 25, 2017 - Sep 26, 2017
HFM European Leaders Summit
London, UK

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