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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).

Jun 22, 2018

Keeping ahead of the competition with SS&C Outsourcing Services

As asset and wealth managers move into new markets and asset classes, their regulatory and tax landscape becomes more complex. As a result, we continue to see an upward trend in firms opting to shift their investment management and accounting technology and processes to outsourced models.

May 18, 2018

Best practices in investment reconciliation

Organizations have different ideas and requirements about their asset management reconciliation.  Despite these varying viewpoints,  what everyone ultimately needs to know is if their security holdings and cash balances have breaks and if so, why.

Mar 16, 2018

7 reasons keeping wealth managers up at night

Today’s institutional investment managers continue to experience challenges generating alpha, sustaining investor confidence, and managing risk exposure. For many firms, these challenges are rooted in an operational infrastructure that lacks the agility to respond to new business requirements amid a changing investment environment.


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