Search posts by category

Jun 19, 2020

The business case for client & performance reporting change

Client and performance reporting is central to a manager’s ability to compete and differentiate; investment performance and quality of service are consistently ranked at the top of plan sponsors’ wish lists. However, these two functions are less automated and scalable than other less-differentiating functions. Adox Research data shows that a majority of firms struggle to exceed automation levels of at least 60% for these mission-critical activities, which clearly leaves value on the table in terms of automation headroom. If firms were able to reach 90% or higher automation rates, costs would go down, but more importantly, the risk of errors and customer dissatisfaction would be reduced.

Sep 26, 2018

Cyclical lifestyles and the future of advice

Held in early September at the fabulous Wynn resort in Las Vegas, SS&C Deliver this year was definitely future-forward, a theme captured in breakout sessions, keynote addresses and more.  This was especially true in the advisor-focused sessions.

Aug 29, 2018

Leverage service and support to drive performance

How do advisory firms ensure that they are fully getting the most out of new technology, while still driving internal workflow efficiency and bottom-line profits?


Theme picker