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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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Nov 16, 2017
SS&C Announces Quarterly Dividend

Nov 16, 2017
SS&C Learning Institute Completes Certified Portfolio Manager Program



Nov 28, 2017
Fall 2017 ETP Forum
The New York Athletic Club
New York, NY

Nov 28, 2017 - Nov 29, 2017
MFA Outlook 2017 Conference
The Pierre Hotel
New York, NY

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