In the News

November 2019

Global Banking & Finance Review - SS&C’s Black Diamond Wealth Platform integrates with StratiFi to boost compliance capabilities

FTF News - Bill Stone, chairman and CEO of SS&C, talks to FTF News about the unglamorous process of finding niche Ops pain points that turn firms into customers

Fund Intelligence - SS&C shores up key talent with promotions and contract extensions

401kWire - Geli unveils an SS&C financial wellness integration

Global Custodian - Industry Leaders Awards 2019: Securities Services Project of the Year nominees

FinOps Report - Opportunity zone fund admin: Can blockchain do the trick?

October 2019

The American Journal of Managed Care - Value considerations should begin very early in the new drug development life cycle

The Trade - SS&C reshuffles Eze Software leadership

Wealth Management - Black Diamond has new integration with Timeline decumulation planning app

Asset Servicing Times - Paloma Partners picks SS&C's GlobeOp for fund services

Global Custodian - SS&C selected by Paloma Partners for fund services

Global Custodian - Adapting to a new outsourcing world

Managers of Wealth - SS&C Health launches Cardio Wellness Network

Jacksonville Business Journal - Meet the 2019 Technology Leaders of the Year honorees

September 2019

Tek2day - It’s “early days” for NLP. The opportunities are many

Forbes Finance Council - Maximizing revenue from seasonal sales: 12 proven strategies

Think Advisor - Multi-gen planning: Walking the talk

Private Equity Wire - IMF Bentham appoints SS&C as fund administrator

Hartford Business Journal - SS&C buying IBM’s digital risk-analysis tools

The Trade - SS&C Technologies acquires risk analytics business from IBM

Yahoo! Finance - CUNA Mutual Group selects SS&C Precision LM to support growing lending business

Wealth Management - 2019 Midyear Outlook: Preparing for rough seas ahead

Global Custodian - SS&C re-platforms UK’s largest wealth manager

FTF News - SS&C lands Fairgreen Capital & updates key offerings

Hedge Week - Fairgreen Capital launches trading and operations on SS&C Eze Eclipse

FTF News - St. James’s Place moves to SS&C’s Bluedoor

Waters Technology - SS&C Advent Embraces AI for Product Development

Asset Servicing Times - SS&C Technologies Holdings bolsters DST team

Asset Servicing Times - Nick Wright, SS&C Technologies

FTF News - SS&C’s acquisitions mirror clients’ needs: Bill Stone

Asset Servicing Times - SS&C Technologies Holdings bolsters Intralinks team

Forbes Technology Council - 13 handy UI/UX tips for new app designers

August 2019

HFM - SS&C appoints new US sales head

Fund Intelligence - Mutual fund launches lagging as asset managers look to other structures

Fund Directions - Boards and business continuity: What preparation directors need to keep in mind

Wealth Management - 2019 Midyear Outlook: Don't let your CRM become a data black hole

Wealth Management - 2019 Midyear Outlook: Five Trends Driving Technology Decisions

Forbes Finance Council - Opportunity zones are heating up as the year progresses

Yahoo! Finance - Hockey legend Patrick Sharp to participate in fireside chat at SS&C Deliver

Asset Servicing Times - Bahana TCW selects SS&C platform for back-office operations

The Nasdaq Stock Market - SS&C’s Black Diamond Wealth platform integrates with RIA in a Box’s MyRIACompliance Software to provide real-time updates

Global Custodian - SS&C signs Aberdeen Standard Investments to multi-year transfer agency deal

Fund Intelligence - Aberdeen Standard Investments inks transfer agency deal with SS&C

Fortune - 100 Fastest-growing companies: #10 SS&C Technologies

Global Custodian - New roles for two of SS&C’s top sales execs

FTF News - SS&C promotes to fill top sales positions

FTF News - SS&C: Client-facing Data Must be Ready Sooner

Global Custodian - SS&C Automates Investment Operations for Indonesia’s Bahana TCW

Insurance Innovation Reporter - RLI Insurance Migrates to SS&C’s Singularity Smart Investment and Accounting Platform

Managers of Wealth - Empowering Advisors with Integration using Salentica Data Broker

Biopharmapress - Appointment of New President and Executive leadership by SS&C Technology for SS&C Health

Forbes Finance Council - Find The Right Financial Advisor For Your Business With These 11 Top Tips

July 2019

Waterstechnology - Waters Rankings 2019: Best Cloud-Based Application Provider: SS&C Salentica

Waterstechnology - Waters Rankings 2019: Best Buy-Side Order Management System (OMS) Provider: SS&C Eze

Waterstechnology - Waters Rankings 2019: Best Accounting System Provider: SS&C Advent

Hedge Week - More than 70 hedge funds adopt SS&C Eze Eclipse platform

The Trade - SS&C’s front-to-back platform signs up 70 clients

Yahoo! Finance - Federal Home Loan Bank of Chicago chooses EVOLV to automate loan and securities portfolio accounting

Forbes Tech Council - Six Methods for Improving Employee Cybersecurity Compliance

Global Custodian - SS&C’s Bill Stone: Still on a roll

Waterstechnology - Tapping AI for Buy-Side Growth

Forbes Tech Council - Nine tips for initiating great tech mentorships

TEK2day - Technology+people=best

June 2019

Global Custodian - SS&C expands outsourcing relationship with $68 billion US asset manager

Bobsguide - bobsguide Awards 2019: Winners announced

Global Custodian - Singaporean asset manager signs up for SS&C’s front-to-back platform

Fund Intelligence - SS&C expands Black Diamond integrations with TD Ameritrade, Schwab deals

Asset Servicing Times - SS&C appoints new head of fund administration

Investments & Wealth Monitor - Bold Moves Are Needed to Thrive in a New Era of Asset and Wealth Management

Asset Servicing Times - SS&C Technologies bolsters team

FTF News - SS&C Advent updates Advent Genesis, APX, Geneva, Moxy, Syncova, Tamale RMS & Tradex

Artemis.bm - SS&C hires new Head of Fund Administration, Bermuda

The Nasdaq Stock Market - Fure Financial selects SS&C Salentica for secure data integration

Fund Intelligence - SS&C rolls out updates to Advent portfolio suite

May 2019

Global Custodian - SS&C Technologies recruits BNY Mellon veteran for asset management sales

Money Control - SS&C Intralinks streamlines MA outreach process with Deal Making Platform

Wealth Briefing Asia - Winners of WealthBriefing Asia Awards 2019

Asset Servicing Times - Moving forward as planned

RIABiz - Oisin’s Bits: Black Diamond surges past $1 trillion

Emerging Market Views - Carlyle co-founder sees emerging markets yielding ‘the greatest reward’ in the coming years

Forbes Finance Council - New to the finance field? 10 industry pros offer tips for young executives

Fund Intelligence - SS&C pushes automation in first of three business process platform updates

Hedge Fund Alert - Leading Fund Administrators Expanding Footprint

FTF News - CFTC’s Division of Enforcement issues first manual

Wall Street Journal - What to know about ‘nontransparent’ ETFs

Fintech Finance TV - TradeTech Europe 2019: Justin Sycamore, SS&C Eze

Yahoo Finance - SS&C announces first round of 2019 enhancements for AWD

April 2019

Financial Standard - Financial software firm strengthens leadership

Forbes Finance Council - 12 Often-overlooked KPIs new businesses should be tracking

Super Review - SS&C makes institutional hire

Industry Moves - SS&C appoints MD, Institutional & Investment

RIABiz - The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results…

Forbes Finance Council - Why investment managers are bullish about AI, ML and RPA

Hedge Fund Technology - Operations and industry trends for 2019

Family Wealth Report - Three trends in next generation family office technology

Hedge Fund Journal - Operations and industry trends for 2019

March 2019

FTF News - How to cope with UMR compliance: Q&A

Fund Intelligence - Feeling the pricing pressure? Join us in New York next month to discuss strategy

Hedge Week - Eze Eclipse adds short locate functionality to Eze Eclipse

InvestmentNews - Blockchain will upend the 401(k) market

AIMA Journal - Credit funds – The growth of an asset class

IndustryMoves - The next chapter of development: Q&A with SS&C’s Jude Metcalfe

Yahoo! Finance - How investors can profit from the housing market shortage

Hedgeweek - SS&C GlobeOp Hedge Fund Performance Index at 1.24 per cent for February

Hedgeweek - SS&C Advent Geneva – Best managed account platform technology firm

Hedgeweek - SS&C GlobeOp – Best global hedge fund administrator

FS Super – March edition - The top 10 digital trends in superannuation

Waters Technology - AFTAs 2018 winner’s video: SS&C Advent bags Front Office and IT Team categories

Ignites - Shops need tech talent but can’t get comp right: report

RIABiz - Schwab PortfolioCenter sale to Envestnet signals open season on 2,300 RIAs…

Asset TV - Thematic ETFs: The stocks of tomorrow

February 2019

Fund Intelligence - Legg Mason CEO: SEC non-transparent ETF ruling could come soon

HFM Global - Allocator demand in 2019

HedgeWeek - SS&C GlobeOp Hedge Fund Performance Index up 3.59 per cent in January

HedgeWeek - Using AI to better visualise complex data

Super Review - Superannuation sector to see wave of digital change

Fund Fire - Mercer, Impact groups fire up opportunity fund research

Markets Insider - Great-West Life selects SS&C to transform its loan operations

January 2019

Global Banking & Finance Review - The Huge Opportunity for Artificial Intelligence in Investment Operations and Accounting

Cityparents - Cityparents UK: Meet our 14,000th member

Hedge Fund Journal - Scalability: How to manage the risks and challenges growth can bring

Alpha Week - Market conditions drive fund managers to deviate from traditional investment methods

FS Super - Digital to the core

FTF News - Drilling down on SS&C’s acquisitions in 2018

HedgeWeek - EU Super ManCos’ time has come… but operational complexity poses barrier to success

Ignites - The year in asset management: Tracking progress

Waters Technology - AFTAs 2018: Best front-office initiative – SS&C Advent

Waters Technology - AFTAs 2018: Best third-party technology vendor IT team – SS&C Advent

IBS Intelligence - Which fintechs will have the biggest impact in 2019, and why?

WealthManagement - Managing your clients through times of Market Turmoil

ETF Trends - Dow tries to make it three positive days in a row

Benefits Pro - Inflation on advisors’ minds going into 2019: survey

National Real Estate Investor - 2019 National Real Estate Investor Market Outlook

WealthManagment.com - The year of the client experience

December 2018

401kWire - Geli hires a NY sales vet and keeps hunting

Financial Technologies Forum - SS&C Releases updates for Advent offerings

Asset Servicing Times - ICBC Asia goes live on SS&C’s Geneva World Investor

ThinkAdvisor - Inflation on advisors’ minds going into 2019: Survey

ThinkAdvisor - Public asset managers’ assets rebounded in Q3: SS&C report

Professional Adviser - Can the financial services sector create good outcomes for women as both employees and customers?

Pensions & Investments - Public managers see AUM rise in Q3 but operating margins fall – SS&C analysis

Fund Intelligence - Alps preps data warehouse, digital overhaul to boost sales

bobsguide - bobsguide software rankings 2018 winners announced!

WatersTechnology - BST Awards 2018: Best outsourcing provider to the buy side – SS&C Advent

WatersTechnology - BST Awards 2018: Best integrated front-office platform – SS&C Eze