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Jul 12, 2019

Challenges facing family offices: what is holding you back?

With at least 10,000 single-family offices in the world, half of which were formed in the last 15 years, family offices may feel like they struggle to keep with the pack. To keep pace with the increasingly complex and ever-changing tax, regulatory and accounting requirements, family offices must modernize their technology and operations.

Jul 8, 2019

Unveiling the Unified Interface for Salentica Engage™ on Dynamics 365

Salentica Engage is an integrated wealth management platform built on Dynamics 365 online, utilizing Microsoft’s new user experience, the Unified Interface.  Across all devices, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data. 

Jun 21, 2019

Does your firm want a lead—or a customer?

Eight in 10 asset managers use lead scoring to try to identify the advisors who are seriously considering their firm’s products. But much of our industry uses traditional, rules-based lead scoring—which is based on opinions and assumptions about which interactions indicate that an advisor is most likely to buy in the next month. This “manual” methodology is not scientific—or reliable. It's too simplistic for the complex decision journeys that customers take in making investments.

Jun 17, 2019

Divisional sales spotlight - technology, teams and talent

Divisional sales managers play a key role within asset management distribution teams. With the rise of data-driven client engagement models, asset managers are increasingly adopting innovative and flexible sales structures in order to meet advisors’ needs more efficiently and effectively.

Jun 6, 2019

Why passive investment strategies demand active performance attribution

In an environment where passive strategies look set to dominate the future investment landscape, are vendors providing technology solutions that meet the needs of today’s asset managers?

May 30, 2019

SS&C’s Global Wealth Platform (GWP) crowned ‘best portfolio management solution’ at WealthBriefing Asia Awards

SS&C is pleased to announce that its Global Wealth Platform (GWP) was named ‘Best Portfolio Management Solution’ by the judges of the 2019 WealthBriefing Asia Awards.

May 30, 2019

3 ways to use RPA for bottom-line impact

Faster and more accurate ways of doing business have always been a priority. Robotic Process Automation (RPA) can help reduce your costs while improving the quality of many repetitive, high-volume tasks.

May 29, 2019

Automatic rollovers for small-balance retirement accounts

Many American workers who hold several jobs over the course of their careers accumulate multiple small-balance retirement accounts. This trend is compounded by 50% of plans adopting auto-enrollment provisions. When employees leave a company, they tend to leave their small-balance accounts behind, creating administrative burdens and risks for plan fiduciaries.