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Nov 4, 2019

The four building blocks of digital transformation

Digital transformation is more than a few one-off enhancements for a business—it’s an evolution through constant change and business realignment. Businesses that introduce technologies like artificial intelligence and process automation will enjoy a competitive edge in keeping up with trends.

Oct 30, 2019

SS&C Primatics leads CECL discussion at AICPA

The American Institute of Certified Public Accountants (AICPA) held its National Conference on Banks & Savings Institutions in National Harbor, Md. last month. Once again, SS&C Primatics had the honor of being a gold sponsor and participating in the speaker series on the Current Expected Credit Loss (CECL) model under ASC 326, Financial Instruments - Credit Losses as subject matter experts.

Oct 29, 2019

Awareness is key to preventing fraud

In order to better understand the means and methods of fraudsters in the digital age, SS&C turned to a panel of industry practitioners representing law enforcement, one of America’s largest banks, a large asset manager, and SS&C’s own experts.

Oct 22, 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 successfully migrated its customer accounts onto SS&C Bluedoor and Percana Insurance solutions from a legacy application.

Oct 15, 2019

Succession or sell: when wealth managers reach a fork in the road

After upending the commission-driven brokerage model back in the 1980s, the independent, fee-based wealth management business surged beyond anyone’s expectations over the next three decades. It’s no secret that the baby-boom clientele that fueled and sustained that growth is now reaching or well into retirement age.

Oct 14, 2019

The bold will stay ahead of the curve in asset & wealth management

Today’s asset and wealth management market is at the dawn of a new era. Technology, social and economic forces are shaking up the industry in ways that we haven’t seen before.

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.

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