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Mar 31, 2021

Unified managed accounts can propel wealth manager success

Wealth managers use a unified managed account (UMA) structure to manage multiple investment sleeves within a single account master. Each sleeve is managed independently from one another, so within a single master, an investor can hold separately managed account (SMA) mandates, advisor-managed funds, Fund of Funds, ETF baskets, sub-advised mandates, self-managed assets and more. From the investor’s perspective, a UMA provides them with a holistic view of their investment portfolio across multiple investment mandates or investment types. For wealth managers, UMA enables them to map all of the investor sleeves to a single custodian account, saving operational cost and maintenance time, while positioning them to address several notable challenges.

Feb 11, 2021

Innovation – Providing certainty in an uncertain world

We have written extensively about the importance of asset managers’ ability to provide products that are unique and differentiated. This is likely to be especially true as we begin 2021, a year that will probably continue to be characterized by a high degree of uncertainty, which may weigh heavily on investors and their advisors. 

Sep 3, 2020

Onboarding new asset types: a case for flexible risk model integration

For wealth managers and institutional asset allocation specialists exploring long-term investment opportunities, the onboarding of new financial instruments presents both data and risk modeling challenges. This investigation journey can be illustrated using a hypothetical cryptocurrency fund example as part of a broadly invested financial portfolio. This example also advocates the need for analytics to enable upstream data investigation, flexible risk model mapping and support for a broad range of simulation techniques within a cost-controlled environment.

May 30, 2019

SS&C’s Global Wealth Platform (GWP) crowned ‘best portfolio management solution’ at WealthBriefing Asia Awards

SS&C is pleased to announce that its Global Wealth Platform (GWP) was named ‘Best Portfolio Management Solution’ by the judges of the 2019 WealthBriefing Asia Awards.

Jan 10, 2019

Using model platforms to fuel scale and growth in your advisory business

The use of model marketplaces for portfolio management has exploded in recent years. Global investment management corporation, BlackRock, estimates that there is around $2.7 trillion invested across all types of investment models.

Oct 31, 2018

The latest portfolio management trends testing Singapore’s investment managers

During our recent webinar, co-hosted with WealthBriefing, we discussed these trends and challenges and shared findings from our latest joint report on portfolio management efficiencies in Singapore. Read on for nine highlights from our discussion.

Sep 24, 2018

Driving portfolio management efficiencies in Singapore

During our upcoming webinar, Portfolio Management Efficiencies in Singapore 2018 on September 27th, we will reveal findings from the latest WealthBriefingAsia and SS&C Advent research into Singapore’s investment management landscape.

Jul 23, 2018

Wealth Management technology and operations trends 2018

What’s in store for the wealth management industry as we head through the rest of 2018? In the latest annual WealthBriefing and SS&C Advent Technology and Operations Trends in Wealth Management report, we reveal critical challenges and opportunities facing wealth managers. Read on for key highlights.

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