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September 8, 2017  |   Volume I, Issue XLVI
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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 2

Selecting the right software solutions is a top priority for new wealth management businesses. In this second of our 2-part eBriefing series, we share three more top tips to help you choose wisely and explore further SaaS solutions, how to future proof your business, and cost.

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A new era of operations and technology for insurers

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Today’s insurance landscape is more complex and competitive than ever before. At the IASA Texas chapter summer conference, SS&C talked with industry experts and insiders about the latest operations and technology trends. Here is what they had to say.

Agency multifamily: Using technology to pave the way

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To effectively adhere to agency reporting and compliance requirements, lenders must use technology that is sound, automated, and efficient. The latest version of Precision LM from SS&C is these things and more. Find out how it can help lenders adhere to the intense credit and underwriting standards mandated by the industry’s government-sponsored enterprises (GSEs).
SS&C Blog
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Congratulations! August 25 Puzzler Solvers:
Ferdinand Wit, VvAA Group
Gabriel Ng, Parametrica Asset Management
Joe Lally, UBS
Kevin Strutz, Acuity
Stan Duda, NYSIF
William F. Gibson, IVY Creek Associates


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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