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Oct 18, 2019

SS&C Bluedoor helps Britain's largest wealth manager connect with clients

We are pleased to announce that St. James’s Place Wealth Management (SJP) has migrated its customer accounts onto SS&C Bluedoor and Percana Insurance solutions from a legacy application.

Aug 27, 2019

Retirements and deaths in the context of GMP equalisation

In the last of our GMP equalisation blog series, we take a look at members who have retired and started to draw their scheme pension.  We also look briefly at cases where the scheme member has died and the member’s widow/widower is in receipt of a spouse’s pension from the scheme.

Aug 14, 2019

Potential models for a global transfer agency

As operational, legal, regulatory and other differences create obstacles for fund managers with global fund families, proposed models for a global transfer agency service offer a future with comprehensive, consolidated and up-to-date information about fund holdings and activities; a consistent level of service across the globe; and un-intermediated digital relationships with investors.

Aug 8, 2019

From hype to help: AI adds value to process automation

Process automation is critical to any organization's growth in today's rapidly evolving world of business. To achieve their goals, many companies are turning to emerging technology for help, most notably artificial intelligence (AI), machine learning and robotics.

Jul 25, 2019

Global transfer agency: challenges and obstacles

Today, a large global fund complex is likely to be working with multiple transfer agents in its mutual fund business alone. Engaging high numbers of transfer agents has a significant impact on the cost and complexity of operations.

Jul 5, 2019

GMP comparison of male and female scheme members

Previously, we’ve written about the benefits and challenges associated the new GMP legislation. Let’s look at how calculations would play out in a real-world example.

Jul 2, 2019

Five mistakes to avoid when implementing an SFTR solution

Following the release of the technical standards on Securities Financing Transaction Regulation (SFTR) transaction reporting on 20th March, in-scope firms – including credit institutions and investment firms – will need to comply with reporting obligations that come into force on 13th April 2020.

May 28, 2019

MIPIM 2019: Engaging the Future

In March 2019, SS&C sent two teams to Cannes for the largest European real estate industry event of the year, le Marché International des Professionnels de l’IMmobilier, or MIPIM. This was the 30th consecutive year for MIPIM, which hosted nearly 30,000 attendees and exhibitors at the four-day event.

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