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Aug 9, 2021

As M&A activity thrives, supplier relationships become more strategic

M&A deals are thriving globally in the asset and wealth management space. Whether billion dollar mega deals or smaller scale consolidations, M&A activity remains strong. PwC forecasts 2021 deal volume will outpace last year’s. 

Aug 3, 2021

The operational landscape through the lens of the COO

For most industries, operations has irrevocably changed because of the COVID-19 pandemic. The asset management industry is no different. Deeply held norms, such as how, when and where work is performed were shattered. What it means to deliver excellent service and drive change took on new meaning and fortitude. The pandemic also reinforced the importance of an effective COO function. Without one, a firm didn’t function.

Dec 2, 2019

How to meet higher customer expectations through digital transformation

There’s a lot of talk about digital transformation and how firms across a number of industries, including insurance, can use it to optimize their operations and cut costs.

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.

Aug 13, 2018

DGHM consolidates five software programs into one

In 2004, DGHM migrated to SS&C Advent’s Axys from a previous portfolio accounting system. However, as the firm grew, the asset manager decided to take advantage of an opportunity to streamline and consolidate its portfolio and account management software programs with Advent Portfolio Exchange (APX).

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