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Mar 20, 2019

Eze Eclipse adds short locate functionality

SS&C Eze has added its acclaimed Locate feature to Eze Eclipse.

Mar 18, 2019

Digital and remote sales: focus on the 3 “t’s” for a successful strategy

Rapid transformation in the asset and wealth management industries is driving a paradigm shift in how asset managers approach sales. 

Mar 11, 2019

Looking to the future: three things we can expect from DCIO Distribution teams in 2019 and beyond

The defined contribution market is not immune to the disruption facing the asset and wealth management industry.

Mar 1, 2019

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch

The Black Diamond Wealth Platform has successfully implemented more than 400 firms previously using PortfolioCenter. 

Feb 12, 2019

Three key takeaways from SS&C’s National Sales roundtable

National Sales leadership is focused on addressing industry trends and disruptions, and is evaluating how organizations should evolve in the modern asset and wealth management ecosystem.

Dec 27, 2018

Our most-read blog posts of 2018

As we head into another new year, we’re looking back at our most-read blog posts from the past 12 months. Here’s the list from 2018, arranged in chronological order. We’re excited to continue these conversations and share more content in 2019. Happy New Year!

Dec 19, 2018

2018’s Digital Engagement Leaders in Asset Management - Robust Personalization and Differentiation

We recently finished our third annual Digital Engagement Leaders evaluation—our largest ever—of 43 small, medium and large asset managers across their advisor websites, LinkedIn, Twitter and email, on desktops, smartphones and voice-activated devices.

Dec 5, 2018

Beyond social media: Leveraging industry knowledge and networking to advance professional goals

We should be using social media platforms to promote not only our own capabilities but also those of our employer or business – and, online networking sites shouldn’t be the only channel we use to network and promote ourselves. Here are three recent examples of how the Real Assets team leveraged various networking and promotion opportunities for personal and professional development.