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October 6, 2017  |   Volume XIV, Issue XL
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Software & Services eBriefing
Capturing opportunity with new technology

It’s estimated that 10,000 baby boomers retire every day. As they look to maintain their wealth and plan an eventual transfer of assets to their heirs, it’s important they have an advisor that they trust. What technology should advisors use to ensure they’re building client relationships that will stand the test of time? Let’s take a look.


Using the multi-prime approach? Learn to reconcile margin/finance charges effectively

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Hedge funds that access liquidity can incur large margin/finance charges from prime brokers. Reconciling these charges on a timely basis can be challenging, especially if the manager uses the multi- prime approach.

Spreadsheets – An overlooked risk for asset managers

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While spreadsheets are powerful tools that can be easily customized for a wide range of business applications, they also suffer from a number of limitations – chief among them their susceptibility to human error. Isn’t it time you looked to a more reliable solution where your data is concerned?
SS&C Blog
PHilight 1

Jan 12, 2018
SS&C GlobeOp Hedge Fund Performance Index: December performance 0.84%; Capital Movement Index: January net flows decline 1.35%

Jan 11, 2018
SS&C to Acquire DST Systems

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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