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Nov 7, 2019

Could managed data services improve your investment operations?

You can outsource routine, repetitive data management and gain a range of benefits that improve current operations and position you better for future business. Vendors can collect, aggregate, normalize and cleanse data; identify and remediate exceptions; and deliver ready-to-use data to your systems for you.

Sep 4, 2018

How asset managers benefit from a multi-consumer data model

The collection, management and deployment of ever-greater volumes of data and information has become an asset management focal point.

May 7, 2018

Advent Portfolio Exchange and Recon exceed expectations at Brown Capital

After Advent became part of SS&C, a wide range of new technology and services became available to clients. One in particular caught Brown Capital’s attention: Recon, a flexible reconciliation solution that supports exception-based workflow management.

Feb 5, 2018

Maximizing the reconciliation process

Reconciliation is very much a unified effort between technology, data and people. All three need to work in harmony for the process to maximize efficiency.

Jun 1, 2017

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well. As is the case in many industries, implementing change, especially the kind that means letting go of certain workflows that have been in place for years, can be difficult. Some activities, though, seem particularly ripe for change. One of ...

May 29, 2017

The challenges of data normalization

By Giles Smart and Justin Meagher Today’s financial managers operate in a strict regulatory landscape that can be overwhelming and challenging. Many are struggling to stay on top of the new financial rules (e.g. AIFMD, EMIR, MiFID II, Solvency II, FATCA, and Dodd-Frank) while still effectively servicing their clients. Among the many challenges faced by managers are investor demand and intensified regulatory scrutiny, which require frequent data compilation from a range of fund ...

Mar 7, 2017

SS&C adds 360View to its managed data service

By Louie Iannuzzi Having the capability to aggregate data from multiple vendors is not only crucial for managing assets on a global platform; it is a necessity. In today’s day and age where manual price validation represents a major source of cost and risk, the investment management industry is increasingly turning to managed data service providers for automated, efficient pricing services, and data validation ...

Mar 6, 2017

Data Management: The Key to Increased Profitability, Says New Survey

What would it do for your business if you could enhance sales levels, improve the customer experience throughout the client lifecycle, bolster operating efficiencies and thereby increase your profitability? That’s what you get with better data management, according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1]. Complete and accurate datasets are critically important in enabling wealth managers to meet their ever-more onerous regulatory burdens. ...

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