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Dec 3, 2021

How to Avoid These 3 Pitfalls of Digital Transformation

The pressure to create efficiencies along with the pace of quickly evolving new technologies—including process automation and RPA to reduce human effort and artificial intelligence to guide processing and read documents—is driving digital transformation across industries.

There are, however, challenges to implementing a digital transformation. Budget overruns or negative-yielding ROIs can be very costly. But there are ways to help keep your project on track.

Dec 1, 2021

SS&C Eze to Launch Cloud Marketplace for Investment Management Apps

SS&C Eze is launching Eze Marketplace to provide plug-and-play access to investment management applications and other solutions. The cloud marketplace enables SS&C and other trusted partners to build ready-to-enable Marketplace Solutions embedded in and directly interacting with SS&C Eze platforms.

Nov 30, 2021

Gaining Value, Reducing Risk with Automated Investment Reconciliation

Every day, investment and wealth managers face multiple risks: competitive, market, regulatory, geopolitical, inflationary, credit and so on. They have enough risk on their investing plates without a side of operational risk added to the mix.

Nov 29, 2021

Changing Fund Administrators Can Be Painless

The decision to change to a new fund administrator can be a scary one, with the potential to burden resources and cause disruption. However, the decision is also often unavoidable, as it is often preceded by an increase in growth and overall needs. Remaining with an existing service provider simply to avoid the task of a daunting conversion process can prove costly, as lapses in service and an inability to scale can impede your ability to compete and perform.

Nov 29, 2021

Alternative Investment Predictions for 2022

What can general partners (GPs) expect from limited partners in the coming year? In our sixth annual survey, SS&C Intralinks, in association with Private Equity Wire, asked 199 LPs across the globe their views on alternative investment performance over the past year and their plans for 2022.

Nov 18, 2021

Transparency and data management for family offices

Data management and transparency go hand in hand. Family offices rely on quality data to maintain the level of transparency expected by clients and regulators alike. A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

Nov 15, 2021

Retirement Statements are Changing: What to Expect

The SECURE Act brought many changes to the retirement industry, including the requirement that plan administrators provide illustrations of a participant’s account balance converted to a lifetime income equivalent. The illustrations must be included at least annually, and plan administrators must use a 10-year constant maturity Treasury rate to calculate monthly payments.

Nov 9, 2021

Balancing technology and personal interactions

The COVID-19 pandemic increased reliance on technology across the world, and the wealth management industry has been no exception. But as an industry where the human element creates so much value, it can be difficult to strike a balance between personal interactions and automated processes. Many firms turn to solutions that allow them to create differentiated client experiences while also serving clients efficiently at scale.

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