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November 17, 2017  |   Volume I, Issue LI
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
CRM software for financial advisors: The top four benefits

Strong client relationships are every advisory firm’s most valuable assets. In today’s ultra-competitive financial landscape, firms that develop and strengthen client relationships reap the most awards. The right CRM software can help you get there.

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Passive versus active management and machine learning

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While there is much debate about active versus passive investing, machine learning investment algorithms are also now part of the mix. How do these changes impact the investment management industry? Let’s find out.

Municipal finance made easy

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Managing municipal financing and asset-backed securitization can be challenging, especially when it comes to debt structuring and refunding, asset-based cash flow for tax-exempt housing, and structuring cash flow analysis of tax-exempt or taxable mortgage revenue bonds. Overcoming these management challenges may be simpler than you think. Let’s take a look.
SS&C Blog
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Congratulations! November 03 Puzzler Solvers:
Edward Safran, Omega Options
Ellen Torrance, Retired
Gabriel Ng, Parametrica Asset Management
Joe Lally, UBS
Kevin Lynch, Tetra Private Equity Services
Kevin Strutz, Northwestern Mutual
Tara Uebelhor Bayse, OneAmerica
William F. Gibson, IVY Creek Associates


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
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Jan 28, 2018 - Jan 30, 2018
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Phoenix, AZ

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