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Mar 5, 2021

Digital distribution experience: where operations meet sales and marketing

This is an exciting time to be part of SS&C, both for employees and our clients—especially for the wealth management and asset management sides of the financial services industry. Our traditional business of record keeping and transfer agency-related services is quickly evolving as we recognize our clients’ work every day to grow and retain assets. We want to partner with them (you) to do just that, as we future-proof our offerings and honor our commitment to the industry. We will do so while keeping modern and secure digital capabilities at the forefront.

Nov 30, 2020

It’s Tax-Loss Harvesting Season ̶ Now What?

Every calendar year when November rolls around, it means one thing for North American wealth managers: it’s tax-loss harvesting (TLH) season. Throughout the course of the year, when sell orders are placed in clients’ accounts, a realized loss or gain is triggered based on whether a client made or lost money on the trade for a given position.

Nov 3, 2020

Five benefits of full-service software hosting by the software experts

The wealth and investment management industry faces multiple significant challenges at the same time—from market volatility and fee pressure to remote operational effectiveness and business continuity preparedness. As a result, many industry firms are looking at software and infrastructure-hosting services as a way to reduce their IT footprint and overhead, improve agility, make operational improvements, and gain time to focus on core business and strategic pursuits. But what exactly do software and infrastructure hosting services involve, and which option is best?

May 19, 2020

Value for today’s wealth managers via comprehensive cloud-based solution

COVID-19 highlights the importance of the internet, cloud computing, and remote or mobile technologies that keep us connected, informed and productive. For wealth managers, these modern tools allow them to serve clients and run their businesses. Still, the extent of their firm’s effectiveness relies heavily on its technology partner’s range of capabilities beyond remote and digital access.

Oct 15, 2019

Succession or sell: when wealth managers reach a fork in the road

After upending the commission-driven brokerage model back in the 1980s, the independent, fee-based wealth management business surged beyond anyone’s expectations over the next three decades. It’s no secret that the baby-boom clientele that fueled and sustained that growth is now reaching or well into retirement age.

Aug 5, 2019

Salentica voted “Best Cloud-Based Application Provider” by WatersTechnology readers

Considering how quickly wealth management technology is moving to the cloud, it is quite an honor for SS&C Salentica to be named “Best Cloud-Based Application Provider” in the 2019 Waters Rankings for our CRM solutions.

Aug 1, 2019

Empowering advisors with integration using Salentica Data Broker™

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning. Because each person is unique, Fure Financial’s planning approach is to develop an in-depth understanding of each client’s situation as well as personal values, taking a holistic view to guide clients to their goals and cultivate rewarding relationships.

Jul 30, 2019

Don't miss these wealth management sessions at SS&C Deliver 2019

SS&C Deliver 2019 is less than two months away! Book your flight now, because we hope you join us September 17-19 at Gaylord Resort in Orlando, Florida.

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