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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 9, 2019

Evaluating the evaluations vendors: benchmark study

This benchmark study helps firms to assess pricing sources in support of their vendor selection and due diligence processes.

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 19, 2019

IMN West Real Estate CFO & COO Forum

On 16-17 May, the IMN West Real Estate CFO & COO Forum was hosted in Santa Monica, California, and professionals from SS&C’s Real Assets team were there offering insight as panelist participants in two separate sessions: technology and opportunity zones.

Jul 18, 2019

Assessing and addressing fraud - An SS&C Deliver Conference sneak peek!

Due to the increased volume of exposed personal records through cyber breaches, it’s much easier for bad actors to combine illegally-obtained information with data gleaned from social media and other web-based, public information sites.  Once armed, these actors have shown incredible creativity in their exploitation of this data to steal money from our organizations and our customers.  Given this information rich-environment, how bad is fraud, and can we stop it?

Jul 11, 2019

Business process management: A journey in 3 stages

It’s expected the global process analytics market will grow exponentially by 20231 with Business Process and Case Management (BPCM) platforms playing a vital role in your organization’s process mining journey.

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.

Jul 1, 2019

What to look for in your digital transformation partner

To deliver an optimal experience today, organizations have to navigate an increasingly complex world of blended technologies and security risks, rapidly-changing consumer demands and an expanding universe of data.

How? Digital transformation.

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