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May 22, 2019

New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement

For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.

May 21, 2019

SuperReturn International: data is still front and center

The private equity industry has gone through a period of extraordinary growth over the last few years. 2017 set a new fundraising record and 2018 was another banner year for the asset class. However, growth seems to be slowing and the industry is facing a number of challenges - chief among them the high levels of EBITDA multiples of private companies.

May 17, 2019

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.

May 14, 2019

Distribution Strategy–The focus is on sales efficiency

Asset managers have made a concerted effort to modernize.  Through investments in data, business intelligence, and sales enablement applications, change is happening.  However, at our Distribution Strategy Roundtable, it became clear that distribution organizations are struggling with what to change and how to implement new processes.  Here are a few areas where we saw firms being challenged, and some recommendations that were offered at the roundtable to overcome those challenges.

May 13, 2019

SS&C - shortlisted in eight categories at Waters Rankings Awards 2019

We’re pleased to announce that SS&C has made the shortlist for the Waters Rankings Awards 2019. These awards celebrate and recognize financial services providers, technology vendors, service providers and regulators that have demonstrated operational excellence over the past year.

Apr 29, 2019

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is frequently touted as being different. But is it really that different from other channels of wealth management? Yes, there are cultural nuances and differences for every single RIA firm and yes, there are business and ownership considerations RIAs have that broker/dealer affiliated advisors do not. However, delivering holistic financial planning and advice does not vary by channel for fiduciary-minded (and mandated) individuals and teams.

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.