In a recent Waters Technology article, the SS&C Singularity team weighed in on the importance for asset managers to focus on new, advanced technologies to deliver top-line growth.
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On 16-17 May, the IMN West Real Estate CFO & COO Forum was hosted in Santa Monica, California, and professionals from SS&C’s Real Assets team were there offering insight as panelist participants in two separate sessions: technology and opportunity zones.
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We’re pleased to announce that SS&C has made the shortlist for the Waters Rankings Awards 2019. These awards celebrate and recognize financial services providers, technology vendors, service providers and regulators that have demonstrated operational excellence over the past year.
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In 2018, Black Diamond Wealth Platform added 71 new firms that use Schwab Advisor Services. Today, Black Diamond has 600 clients that custody with Schwab. In total, more than 1,300 firms with $900 billion in AUA rely on Black Diamond as the cornerstone of their technology stack.
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Early September, we had the opportunity to attend Crittenden’s Real Estate Finance Conference 2018 for the second year in a row. Industry leaders from top firms spoke on panels about real estate finance strategies and industry trends including alternative sources of capital, joint venture equity investing and small balance lending.
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Over the years, Fure Financial has upgraded their technology to take advantage of latest innovations for greater efficiencies, capabilities and to enhance the client service experience.
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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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Diversified Trust is an employee-owned, comprehensive, wealth management firm with offices throughout the southeast in the U.S. Diversified Trust deploys a boutique investing philosophy for their client base of individuals, multi-generational families, family offices, foundations and endowments.
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