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September 22, 2017  |   Volume XIV, Issue XXXIX
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Software & Services eBriefing
Attract and retain more clients with best-of-breed technology

Archaic systems and manual processes slow down the growth of wealth management firms. To stay competitive, managers need enhanced technology to streamline investment processes and automate workflows. What’s the best way to do this?


Complying with regulatory requirements: Staying on top of changes

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Complying with the ever-changing regulatory reporting requirements can be both confusing and daunting. Learn about the history of the regulations, the latest expectations, and how SS&C PORTIA can help you professionally and efficiently meet all requirements.

Best-of-breed or holistic: Which system is best for you?

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With both best-of-breed and holistic systems now available, it’s hard to know which is best for your business. SS&C offers clients both types of systems and can integrate them to best suit your unique needs. Learn how here.
SS&C Blog
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Congratulations! September 08 Puzzler Solvers:
Ferdinand Wit, VvAA Groep
Gabriel Ng, Parametrica Asset Management
Gwyn Ring, Voya Investment Management
Joe Lally, UBS
Kevin Strutz, Acuity
Rick Fleissner, Amerisure Insurance
Teresa Wu Scott, Thomson Reuters
Theresa Jones, People's United Bank
William F. Gibson, IVY Creek Associates

Jan 23, 2018
SS&C GlobeOp Forward Redemption Indicator: January notifications 2.20%

Jan 22, 2018
SS&C to Release Fourth Quarter and Full Year 2017 Earnings

Jan 24, 2018 - Jan 25, 2018
PEI CFOs & COOs Forum
Grand Hyatt
New York City, NY

Jan 28, 2018 - Jan 30, 2018
Acquire or Be Acquired
Arizona Biltmore Resort
Phoenix, AZ

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