In the News

July 2021

June 2021

Private Equity Wire - Claymore Capital Partners selects SS&C for initial fund launch

M&A Science - How SS&C conducts acquisitions

Global Custodian - GC Stories: Bill Stone

Family Wealth Report - New research: Technology & Operations Trends in Wealth Management

Forbes Business Council - 15 ways to handle customer objections

Yahoo!Finance - Eaglebrook Advisors announces integration with SS&C’s Advent Custodial Data network

Family Wealth Report - Family Wealth Report Awards Innovation Spotlight

Hedgeweek - Planning and scalability: How start-up hedge funds’ operational infrastructure is changing

Global Custodian - SS&C wins front-to-back mandate from $5.3 billion investment manager

A-Team Insight - TradingTech Insight Awards – USA 2021 Winners

Global Custodian - SS&C’s middle- and back-office platform for insurers reaches client milestone

TD Ameritrade Network - The correlation between growth and value stocks

TD Ameritrade Network - Energy sector trends: What’s next?

A-Team Insight - Hurricane Capital Advisors selects SS&C platform

The Trade News - CSOP Asset Management implements SS&C Eze OMS for equities and ETFs

Global Custodian - Hedge fund Hurricane Capital Advisors adopts SS&C’s front-to-back-office solution

Ignites - SS&C avoids major surgery in TA platform upgrade

Yahoo!Finance - SS&C Technologies raises Mainstream buyout again

Private Equity Wire - Responsiveness and agility key to success

Private Equity Wire - Bridging private equity and hedge funds

May 2021

Super Review - Phishing attacks biggest cybersecurity threat

Hedge Fund Alert - Hedge Fund Alert Rankings

City A.M. - Best practices for a successful corporate reorganisation

Institutional Asset Manager - Diversified Trust selects SS&C to administer private equity fund-of-funds

Global Custodian - SS&C renews transfer agency mandate with Davis Advisors with five-year deal

Private Equity Wire - Appetite for diversification to underpin HK progress

Hedgeweek - SS&C GlobeOp Forward Redemption Indicator at 2.46 percent for May

Global Custodian - PNC to use SS&C tech to power accounting and operations

Hedgeweek - SS&C GlobeOp Hedge Fund Performance Index returned 2.04 percent in April

401kWire - At a software ally to providers, a finance chief rises

Tek2day - AI-powered decision support capability is only scratching the surface

Yahoo!Finance - We’re in a period of very uncertain recovery: SS&C ALPS Advisors President

Institutional Asset Manager - Institutional Asset Manager Awards 2021-The Winners

Global Custodian - SS&C Technologies launches modernized buy-side operating platform

Financial Standard - SS&C hits back for Mainstream

Insurance Edge - Say hello to Insurian: Design, build, manage

Global Custodian - SS&C to administer $7.5bn wealth manager’s private equity fund of funds

Hedge Fund Alert - SS&C Ranked Top Fund Administrator for Single- and Multi-Manager Hedge Funds

Hedgeweek - Raising the bar for startup technology partners

Professional Wealth Management - Why intelligent automation can lead to a better client experience

Hartford Business Journal - SS&C ups ante in bidding war for Australian firm

April 2021

Institutional Asset Manager - SS&C Technologies Holdings launches Chorus automation solution

Nasdaq Trade Talks - How are REITs reacting to interest rates?

Fund Intelligence - ALPS Advisors seeks to help more managers launch NT ETFs

Hedgeweek - Technology adapting under pressure

Hedgeweek - Managers seek out managed services for additional support

Hedgeweek - Proof of concept

Business & Finance - Leading in Wellbeing Top 100 Companies 2021

Global Custodian - SS&C restores alternatives mandate levels as AuA reaches new milestone

Financial Times - SS&C announces 1H2021 SS&C Advent product updates

Funds Europe - SS&C to acquire Mainstream Group

Managers of Wealth - SS&C Eze named digital acceleration grant approved vendor by Monetary Authority of Singapore

Financial Standard - Mainstream moves forward with SS&C

Financial Standard - Mainstream obtains superior takeover offer

Financial Scene - Alternative investments are booming – that requires modern technology

Financial Planning - Annuity providers use fintech to lure advisors amid low rates. Is anyone moving?

Super Review - Member data needed at fingertips of fund representatives

Family Wealth Report - Digital digest: The latest tech news – Risclarity, Black Diamond

Global Custodian - SS&C wins fund admin mandate from start-up Canadian private equity firm

Markets Insider - SS&C to release first quarter 2021 earnings results

March 2021

Asset Servicing Times - Shift in momentum

Family Wealth Report - Get the right balance between man and machine

Los Angeles Times - Experts predict increased optimism for M&A activity this year

A-Team Insight - SS&C Algorithmics releases risk scenario and simulation service

Private Equity Wire - Winners announced for Private Equity Wire European Awards 2021 – SS&C Intralinks, SS&C Advent

ETF Express - SS&C ALPS Advisors and Blue Tractor achieve a number of firsts with new semi-transparent REIT ETF

Markets Insider - Ready to launch: These are the 29 bankers, advisors, and lawyers to know if you’re thinking about starting your own hedge fund

401kWire - Rafferty and Geli plan further expansion

Ignites - SS&C creates unit to ease shops into automation

Institutional Asset Manager - SS&C appoints Head of new Intelligent Automation Solutions Group

Hedgeweek - Winners announced for Hedgeweek European Awards 2021

Funds Europe - Transforming the transfer agency model

CNBC - These areas of the REITs sector could ‘thrive’ this year: Three experts break down the space

Global Custodian - SS&C Technologies to leverage next-gen tech for new Intelligence Automation Solutions Group

Institutional Asset Manager - PPS Investments selects SS&C for Enterprise Performance and Attribution Management

Ignites - First ETF using Blue Tractor’s shielded alpha structure goes live

The Trade - Eleva Capital overhauls fixed income investment and trading processes with SS&C

CNBC - How rising rates are impacting REIT ETFs

CNBC - ETF Edge: Spring selling season hitting real estate ETFs

February 2021

Forbes - 13 strategies for making a truly effective cold pitch

Fund Intelligence - Fund group execs talk post-pandemic real estate, back-to-office plans

ETF.com - ALPS debuts active REIT ETF

WatersTechnology - Algorithmics charts new course in year-plus after SS&C acquisition

Global Custodian - Fireside Friday with…SS&C Technologies’ Mike Hutner

Private Equity Wire - Private debt racing towards consolidation

Hedgeweek - The importance of support as complexity rises

Super Review - Super funds missing out on engagement opportunities

FS Super - Driving member engagement with digital technology

Markets Insider - International Investor Magazine announces its final round of business award winners 2021

January 2021

Institutional Asset Manager - SS&C expands Eze Investment Suite

American Banker - ‘$1 billion is not enough’: Why credit union M&A is poised to accelerate

Seeking Alpha - 2021 Midstream/MLP update and outlook

Ignites - Cutting class: Shops drop 704 share classes

WatersTechnology - Managing data assets in 2021 – building an effective framework for successful data governance and sharing best practices

ETF Trends - Like holding 5 ACES: A winning ALPS ETF

Ignites - 2021 predictions for asset management: SS&C

Forbes - 14 common biz dev mistakes every company should avoid

Global Custodian - Start-up hedge fund North Reef Capital mandates SS&C for front-to-back infrastructure

ETF Trends - Dividend Dogs are back and ‘EDOG’ is cashing in

Asian Private Banker - Private banking success strategies for the ‘new normal’

Global Custodian - SS&C bolsters roster of emerging fund managers on front-to-back platform

Debtwire - 2021 Corporate Restructuring Report

WatersTechnology - Buy-side Technology Awards 2020 winner’s interview: SS&C Eze

December 2020

Yahoo!Finance - 2020 really ‘reinforced’ long-term investment strategies: president of SS&C ALPS Advisors

WatersTechnology - BST Awards 2020: Best Performance Measurement – SS&C Technologies

WatersTechnology - BST Awards 2020: Best OMS – SS&C Eze

WatersTechnology - SS&C Advent looks to the cloud for future tech deployments

Institutional Asset Manager - SS&C launches new ‘Blue Sky’ portal

WealthManagement - The evolution of commerce and advice: Three key areas to address in 2021 and beyond

WealthManagement - Retirement recordkeeping and servicing: A guide for the outsourcing conversation

M&A Review - Q1 2021 SS&C Intralinks: Deal Flow Predictor

Global Custodian - Aberdeen Standard Investment extends transfer agency services relationship with SS&C

Hartford Business Journal - Windsor fintech SS&C acquires insurance consulting firms

Global Custodian - Global Custodian announces Industry Leaders awards winners 2020

Global Custodian - SS&C selected by Janus Henderson for transfer agency following platform revamp

ETF Trends - SS&C ALPS Advisors building blocks: Preparing for the energy transition

Private Equity Wire - Partner selection crucial as alternatives managers hope to benefit from growth

Seeking Alpha - A view from the ALPS: An evolving ETF landscape

Institutional Asset Manager - Fortlake selects SS&C to support fixed income operations

Africa Global Funds - Finding the best solution to investment managers’ technology needs

Hubbis - Asia in focus: The state of play for digital wealth management

Managers of Wealth - Bill Stone shares leadership advice with Forbes

Global Custodian - SS&C GlobeOp wins fund admin mandate from Indian private equity firm

FTF News - SS&C Advent updates key offerings

Forbes Technology Council - 11 tech pros share their best tips for writing better code

November 2020

Forbes - Lessons from leaders who have stood the test of time

Deloitte - 2020 Technology Fast 500, The Winner's List

Wealth Management - SS&C improves Advent capabilities

AdviserVoice - How engaged are super fund members?

Forbes Technology Council - 16 crucial things companies often forget when building mobile apps

Global Custodian - State Street taps SS&C Advent for next level hedge fund services platform

ETF Express - SS&C’s in-house asset managers ALPS Advisors celebrates arrival of semi-transparent ETFs and triumph of clean energy over traditional sources

Managers of Wealth - SS&C and St. James’s Place win best implementation in FundTech 2020 Awards

Hedgeweek - “Radical change”: Covid-19 is ultimate stress test for hedge funds’ cybersecurity

Managers of Wealth - SS&C leading fund administrator in Asia-Pacific-focused for private capital funds

Private Equity Wire - More than 150 clients sign up to Eze Eclipse

Global Custodian - SS&C reveals client milestone for its front-to-back office service

Private Equity Wire - Partnering for growth and success

Super Review - Super funds need more digital tools

Financial Standard - Super funds overlook digital engagement

PE Wire - Partnering for growth and success

WatersTechnology - The buy-side technology awards 2020: All the winners

401kWire - SS&C fully integrates a managed account solution

Funds Europe - FundTech 2020 award winners

MortgageOrb - Life insurance company chooses loan servicing platform

401kWire - Next up for SS&C RS: Retirement income allies

October 2020

Hedgeweek - Hedgeweek names 2020 US Awards winners, hosts networking ceremony

Global Custodian - UK property finance platform selects SS&C for fund administration

Celent - Briefing note: SS&C Singularity for investment accounting

Global Custodian - Global Custodian announces shortlists for Industry Leaders Awards 2020

Institutional Asset Manager - Digital innovation breaking ground in Singapore

TEK2day - The CEORater CEO Hall of Fame Class of 2020

elEconomista - We have had a much more v-shaped recovery than many people had estimated

Seeking Alpha - The ETF investor’s guide to MLPs, with Alerian and ALPS

Institutional Asset Manager - Mass affluent growth leads progress in scalable solutions

Nasdaq - Weekly ALPS ETF Spotlight

Managers of Wealth - SS&C GlobeOp Forward Redemption Indicator: October notifications 2.84%

PlanAdviser - JPMorgan Everyday 401(k) platform signifies micro-market competition, SS&C Technologies will act as the underlying recordkeeper…

Financial Planning - How SS&C Advent aims to meet advisor demand for annuities

Managers of Wealth - SS&C strengthens fixed income performance measurement at Allianz Global Investors

Ignites - JPMorgan Partners with SS&C for small-plan-biz push

Financial Times - SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

ETF Express - Taking ETF distribution to the next level: SS&C ALPS – Best ETF Distributor

IDC Financial Insights - Annual IDC FinTech Rankings Top 100

ETF Express - SS&C ALPS Advisors partners with Blue Tractor and GSI Capital Advisors

Private Equity Wire - Private Equity Wire names Private Equity Wire Awards 2020 winners: SS&C Intralinks, SS&C Advent, SS&C GlobeOp

Forbes - The 2020 family office software roundup

HedgeNordic - Valuable edge in battle for allocations

Wealth Advisor - St. James’s Place extends multiyear relationship with SS&C

Financial Times - SS&C Intralinks 2021 LP Survey highlights alternative investments amid pandemic

ETF Trends - ALPS Disruptive Technologies ETF

ETF Trends - Ushering in the clean energy transition

Global Custodian - Beyond front-to-back: The evolution of the vendor value proposition

HedgeNordic - Special report: Technology and Hedge Funds

Private Equity Wire - SS&C Intralinks 2021 LP Survey – What GPs need to know about their investors

Institutional Investor - Pandemic pushes investors toward biggest alts managers

ETF Express - ETF Express US Awards 2020 – The winners: Best ETF Distributor, SS&C ALPS

Plan Adviser - Investment product and services launches: SS&C Technologies introduces insurance marketplace

Managers of Wealth - SS&C Intralinks 2021 LP Survey highlights alternative investments amid pandemic

September 2020

Managers of Wealth - SS&C bolsters sales and client management in EMEA with senior appointments

Global Custodian - American Fidelity to migrate insurance investment accounting to SS&C

Fund Intelligence - Firms have overpaid for acquisitions, warns SS&C’s Bill Stone

Wealth Management - SS&C Advent, DPL team up to build insurance marketplace

Family Wealth Report - SS&C launches insurance marketplace

Financial Times - SS&C to present at Morningstar’s Management behind the Moat conference

Financial Times - American Fidelity appoints SS&C for insurance investment accounting partnership

Risk.net - Libor: Spotlight on sterling

Global Custodian - SS&C wins fund administration mandate for Itaú USA Asset Management

Hedgeweek - Rise of co-sourcing as client needs change

Financial Times - SS&C GlobeOp Forward Redemption Indicator

Managers of Wealth - SS&C’s Black Diamond Wealth Platform launches command center for Investment Advisors

Financial Times - Hong Kong’s Blue Creek selects SS&C Technologies

Hedgeweek - Hedge funds up 1.74 percent in August, says SS&C GlobeOp

Global Custodian - Conbrio Fund partners to use SS&C’s revamped transfer agency platform

The Trade - Blue Creek Capital automates investment processes with SS&C Eze Eclipse platform

Global Custodian - Beyond front-to-back: The evolution of the vendor value proposition

401kWire - Stevenson teams up to boost a Nationwide platform

Insurance News Net - Nationwide partners with SS&C on advisor-sold retirement plan business

Global Custodian - SS&C Technologies unveils revamped transfer agency and investor services platform

Institutional Asset Manager - SS&C launches Global Investor & Distribution Solutions

Hedgeweek - Gauging value through data

Financial Times - Implemented Portfolios renews and extends relationship with SS&C

Fund Intelligence - ‘High touch’ adviser interface the last challenge to scalable direct indexing

Bloomberg - Climbing the Alps with Paul Baiocchi

Resort Trades Magazine - SS&C releases contactless hospitality technology for timeshare properties

Risk.net - Asia Risk Technology Awards 2020 - Cloud solution provider of the year: SS&C Technologies

City A.M. - Signs of a positive Q4 despite lingering crisis

ICMA-RC - ICMA-RC announces plans to strengthen client experience

The Trade News - Bardin Hill Investment Partners implements SS&C Eze OMS for fixed income trading

Forbes Technology Council - 16 key steps to successful IT Project Management

August 2020

RIA Channel - ALPS’ Baiocchi on MLPs & the energy sector

FTF News - SS&C’s partnership with Canoe Intelligence targets Black Diamond Wealth Platform clients

MSN Money - Gender diversity and M&A outcomes

Wealth Management - 2020 Midyear Outlook: What’s ahead for the markets?

WatersTechnology - Waters Rankings 2020 winner’s interview: Karen Geiger, SS&C Advent

WatersTechnology - Waters Rankings 2020: Best Accounting System Provider – SS&C Advent

WatersTechnology - WatersTechnology Asia Awards 2020 – Best Third-Party Technology Provider – SS&C Eze

WatersTechnology - WatersTechnology Asia Awards 2020: Best Order Management System – SS&C Eze

WatersTechnology - Waters Rankings 2020: Best Market Risk Solution Provider – SS&C Algorithmics

City A.M. - What is the “new normal” for oil & gas

City A.M. - Five steps to successfully turn around a distressed company

WatersTechnology - Waters Rankings 2020: Best Buy-Side OMS Provider – SS&C Eze

WatersTechnology - Waters Rankings 2020: Best Portfolio Management System Provider – SS&C Eze

WatersTechnology - WatersTechnology Asia Awards 2020: Best Execution Management System – SS&C Eze

FTF News - Black Diamond upgrades links to Schwab’s custodial platform

FTF News - Hong Kong Subsidiary Picks SS&C’s Geneva Services

Wealth Management - Black Diamond and Schwab improve integrations

Global Custodian - Maples Group adopts SS&C’s Geneva tech for AIFM subsidiary

Ignites - ‘Hot-button’ direct channel may not be easy money

Global Custodian - SS&C Technologies expands greater China footprint through new software mandate

The Trade News - Blue Crest Capital Management installs Eze EMS with SS&C Technologies