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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?

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. 

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