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Nov 21, 2022

Financial Wellness is a Journey We Are All in Together

This is the first in a series of blogs from SS&C about Financial Wellness and how to provide supportive, targeted tools that meet an individual's evolving needs over their financial life.

Financial wellness is a popular term these days. There are plenty of articles or perspectives about what it means and it’s the subject of many conference sessions. But defining the term is the easy part.

Nov 17, 2022

Managing Fund Documents with Next-Generation Technology

Asset allocators, whether they invest in hedge funds, private equity, or other managed accounts and comingled funds, have to process a massive number of documents as a byproduct of those investments. Portfolios with 100 private investments receive an average of 4,000 documents annually from fund managers, including transaction and capital call notices, valuation statements and financial statements. These documents need to be immediately categorized and sorted, with their information captured and made accessible as needed. Manually processing these documents—a time-consuming endeavor that carries substantial risk for errors—is a major roadblock to producing a consolidated view of portfolio holdings.

Nov 15, 2022

Retirement Income Products in Defined Contribution Plans

Retirement is often depicted as a carefree, happy time, offering the opportunity to relax, travel, enjoy family and friends, and even take up a new hobby. It should be a stress-free period after a lifetime of work.

Nov 4, 2022

Liquidity Risk Management: A Case for Broader Data & Model Integration

In the wake of the 2008 global financial crisis, researchers and institutional investors became more interested in liquidity risk modeling at large. As market and funding liquidity assessment have now become key requirements for major regulatory bodies, fund managers and risk specialists have sought to integrate liquidity risk analysis into their daily operations.

Nov 2, 2022

Think You Know Your Digital Co-Worker? Think Again!

After our annual SS&C Deliver Conference, themed “Delivering the Future,” one thing was clear without a crystal ball—intelligent automation is playing prominently in the future success of health and wealth industries.

Oct 19, 2022

AI & Robotics: Transforming Modern Business Processes

The use of Artificial Intelligence (AI) and robotics in businesses is increasing rapidly and it’s transforming operations in modern business processes. These technologies have already proved themselves with the advancement in self-driving cars, virtual assistants, machine learning concepts and more.

Sep 15, 2022

Opportunities for Intelligent Automation

So many industries are seeing a revolution brought on by intelligent automation, artificial intelligence (AI) and robotic process automation (RPA). These technologies can automate manual processes, like sending customer emails, performing compliance checks, or digitally inputting data. By identifying opportunities for intelligent automation, businesses can increase efficiency, improve the member experience, and reduce the risk of human error.

Aug 23, 2022

Consumer Debt – How Has It Impacted Activity in Retirement Plans?

Consumer confidence is certainly in the headlines as inflation causes people to adjust or reduce their spending. But, perhaps intuitively, the volatile economic environment is also adversely impacting how much individuals are saving. According to the U.S. Bureau of Economic Analysis, the U.S. personal savings rate was as high as 33.8% in April 2020, but it shrank to 5.1% in June 2022. While the 5.1% level is much closer to the ten-year U.S. average savings rate of 6.0%-8.0%, it is a dramatic decline from April 2020.



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