As we wrap up 2019, we invite you to join us in looking back at our most-read blog posts from this past year. In chronological order, here’s the list for 2019. We look forward to sharing more content and more conversations in 2020. Happy New Year!

2019 asset and wealth management predictions – Jan. 25, 2019

Innovative disrupters, powerful economic forces and irreversible societal trends are shaking up asset and wealth management in ways we haven’t seen before. Continue reading…

Are private equity firms becoming the new banks? – Feb. 5, 2019

Private equity has long played a critical role between companies that need an infusion of capital or are looking to divest and LP investors looking for outsized returns. Typically, this is achieved by making equity investments in promising private companies. However, the biggest players are notorious for taking full equity ownership of companies through leveraged buyouts. Continue reading…

New lease accounting standards for commercial landlords – Feb. 22, 2019

Following a series of corporate accounting scandals in the early 2000s, Congress passed the Sarbanes-Oxley Act of 2002 (SOX). Section 401(c) of SOX required the Securities and Exchange Commission to study and report on the extent of off-balance transactions. This prompted the Financial Accounting Standards Board (FASB) to undertake a project on lease accounting. Continue reading…

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch – Mar. 1, 2019

SS&C Advent has successfully implemented more than 400 firms previously using PortfolioCenter. Part of our success comes from our seamless process for transitioning users. For example, the Black Diamond Wealth Platform has custom-built a conversion tool for this purpose. Continue reading…

Work smarter with an intelligent CRM solution – Apr. 22, 2019

Is your CRM system pulling its weight in your business? Is it simply a data repository for client information, or is it actually helping your team be more efficient and supporting your business strategy? Continue reading…

Opportunity zones evolving regulations: Part 2 – Apr. 26, 2019

On April 17th, the IRS released the long-awaited 2nd round of proposed regulations for the Qualified Opportunity Fund program. In addition to providing some clarity on the below items mentioned in our previous blog, the proposed regulations covered and provided clarification on several points. Continue reading…

HEDIS® 2020—continued focus on today’s health priorities – Aug. 6, 2019

For HEDIS 2020, the National Committee for Quality Assurance (NCQA) will introduce additional quality measures and usher in a number of changes to existing measures, while still pursuing efforts to harmonize performance measurement across the industry. Continue reading…

ESG investing: trends and challenges – Aug. 19, 2019

ESG investing consists of investing in ways that promote sustainable investments made with the intention of generating measurable social and environmental impact alongside financial returns. It is important to consider ESG track record when deciding whether or not to invest in a specific company or fund. Continue reading…

Geneva and Eze under one roof: a powerful combination – Aug. 28, 2019

Since SS&C completed the acquisition of Eze last year and brought both companies under one roof, we have reinforced and expanded our commitment to ensuring shared workflows are smoother than ever. Continue reading…

SS&C soars to Top-10 on Fortune Magazine’s 100 Fastest-Growing Companies list – Sep. 9, 2019

Adding to the list of awards we have earned in 2019, SS&C Technologies placed 10th on Fortune’s 2019 100 Fastest-Growing Companies list. Continue reading…

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