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December 1, 2017  |   Volume XIV, Issue XLV
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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.


Insurers struggling with regulatory and accounting compliance – Part 2

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A recent SS&C survey of more than 145 insurance asset management professionals finds that as insurance firms invest in more complex securities, they struggle to manage data and meet regulatory reporting requirements. Learn how they plan to manage the industry’s data explosion.

Does your training actually work? Ask a neuroscientist

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Because classroom training moves at the pace of the slowest learner, using eLearning ahead of time narrows the knowledge gaps between participants and makes the classroom experience better for everyone.
SS&C Blog
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Congratulations! November 17 Puzzler Solvers:
Edward Safran, Omega Options
Gabriel Ng, Parametrica Asset Management
Joe Lally, UBS
Joseph Acevedo, Citigroup
Kevin Strutz, Northwestern Mutual
Lori Rice, MPCGA
Michelle Weatherbee, John Hancock
Teresa Wu Scott, Thomson Reuters
Terry Wolfe, CS McKee LP

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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