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Oct 8, 2019

Age matters: 4 things millennial financial advisors expect from asset managers

Age is emerging as a significant factor in how the next generation of financial advisors and investors interacts with asset managers.

Oct 3, 2019

Failure to communicate effectively with clients is a big liability for investment firms

Investors are on edge these days due to a number of concerns, including economic headwinds, protracted trade wars, and inverted yield curves. When investors are anxious, investment managers need to have the tools and technology to communicate effectively with them.

Aug 26, 2019

The integration imperative: key to delivering high-quality service to clients efficiently

In the world of wealth management, data-dependency is becoming increasingly important. Investment advisors need to be able to see their portfolio positions and holdings in real time in order to make informed decisions for their clients.

Aug 15, 2019

Product trends: what the future holds

Like a hurricane that never ends, the investment management industry continues to be buffeted by disruptive forces – fee compression, technology, regulatory uncertainty, the list goes on.  To that end, we recently surveyed Heads of Product Management and Product Development from 35 firms across the industry to get their perspectives on key issues.

Aug 5, 2019

Salentica voted “Best Cloud-Based Application Provider” by WatersTechnology readers

Considering how quickly wealth management technology is moving to the cloud, it is quite an honor for SS&C Salentica to be named “Best Cloud-Based Application Provider” in the 2019 Waters Rankings for our CRM solutions.

Aug 1, 2019

Empowering advisors with integration using Salentica Data Broker™

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning. Because each person is unique, Fure Financial’s planning approach is to develop an in-depth understanding of each client’s situation as well as personal values, taking a holistic view to guide clients to their goals and cultivate rewarding relationships.

Jul 30, 2019

Don't miss these wealth management sessions at SS&C Deliver 2019

SS&C Deliver 2019 is less than two months away! Book your flight now, because we hope you join us September 17-19 at Gaylord Resort in Orlando, Florida.

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?

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