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Nov 23, 2020

Investor Services....are we SWIFT enough?

Interest in investor SWIFT (Society for Worldwide Interbank Financial Telecommunications) processing is typically inclined towards mutual funds. The alternative assets and hedge fund space is often seen as more complex and harder to support with automated services and messaging templates are usually not standardized when dealing with transfer agents. In recent years, an increase in institutional investment funds and large custodian banks entering the hedge market has slowly nudged the industry towards realizing the benefit of standardization of SWIFT messaging, as it can be key to opening up distribution in newer global markets.

Nov 19, 2020

Home Office Gaps are Asset Manager Opportunities

Broker/dealer home offices provide an array of valuable information and services to their advisors—including infrastructure, technology, wealth management tools and investment analysis. In fact, nine out of 10 advisors who chose a broker/dealer business model did so for the infrastructure. This need for a system that makes it easy to conduct business eclipsed every other factor by more than 30 percentage points.

Nov 18, 2020

Driving success from within an organization, despite indefinite remote work

Prior to the outbreak of COVID-19, it was undeniable that the world was going through a technological revolution. The impact of this disease has caused an abrupt acceleration in the need to operate in a paperless, contactless world. At SS&C, we have found success in focusing on four main dimensions—Policy, Process, Platform and People as highlighted in a recent video produced by AIMA.

Nov 17, 2020

How transfer agents are pivoting amid new business realities

Since March, a lot has been blamed on COVID-19 as it has impacted most aspects of society, politics, economics and business. However, there is also radical improvement underway as firms pivot how they operate to thrive in this new normal and beyond.

Nov 16, 2020

Good data housekeeping is the first step toward reliable client reporting

The global lockdowns and the associated economic downturn have triggered the innate human nesting instinct. Thoughts turn inwards as preparations are made to handle the current situation and prepare for the future. Across the globe, rates of household saving have soared and people are investing in pursuits that will improve their ability to ride out bumps in the road ahead.

Nov 13, 2020

Celent study—Singularity and the future of investment accounting operations

With the push for greater efficiency, increased automation and cost reduction comes growing demand for third-party provided services for accounting, administration and investor servicing. Amid changing requirements, tax and accounting rules, insurers and investment management firms look to tools that help them optimize portfolios and make intelligent, timely investment decisions. These firms are often encumbered with dated technology and legacy applications that hinder product development and geographical expansion efforts.

Nov 12, 2020

SS&C Leading Fund Administrator in Asia-Pacific-Focused for Private Capital Funds

Preqin has named SS&C GlobeOp the #1 fund administrator by number of known Asia-Pacific-focused private capital funds serviced. In the wake of continued growth in the region over the past three years, the rankings recognize the most active service providers supporting the private capital industry in the Asia-Pacific region.

Nov 12, 2020

SS&C and St. James’s Place win Best Implementation in FundTech 2020 Awards

When a wealth manager decides to transform its business, determining the new operating model and selecting a partner to deliver is a massive project in itself. Firms need to be innovative and ambitious in the decisions they make, and to secure a great deal for their customers and employees. As the ink dries on the paper, a lot of work has already been done on both sides. However, this is just the start of much bigger project, and a much bigger test for both sides—the implementation.

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