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June 2, 2017  |   Volume I, Issue XL
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Institutional and Investment Management

Software & Services eBriefing
Get up-to-speed on upcoming HMDA changes

Originators and purchasers of multifamily loans are increasingly focused on the new Home Mortgage Disclosure Act (HMDA) reporting requirements (coming in early 2018) and how they will impact their businesses. In fact, at the 2017 MBA servicing and technology conference, representatives from life insurance companies, agency/multifamily lenders, commercial mortgage banking companies, and service providers formed a work group to discuss the implications of the new reporting requirements. Learn about what they talked about and how the changes affect you.


Transition management: Finally, an easier way

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Transparency and accuracy are essential elements in the transition management process, but they are often hard to attain with in-house systems. What firms need is an outside, independent, comprehensive solution that alleviates the need to constantly update and improve internal systems. We have what you’re looking for. Let us tell you about it.

T+2: A Shorter Settlement Cycle is Upon Us

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In March, the Securities and Exchange Commission (SEC) announced an amendment to shorten the standard settlement cycle for most broker-dealer securities transactions by one business day to T+2. The September 5, 2017 adoption date is fast approaching – is your organization ready? Let’s look at how best to assess if you are ready for the changes.
SS&C Blog
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Jul 16, 2018
ALPS|CoreCommodity Management CompleteCommodities® Strategy Fund Achieves Eight-Year Milestone

Jul 13, 2018
SS&C GlobeOp Hedge Fund Performance Index: June performance -0.34%; Capital Movement Index: July net flows decline 1.49%

Jul 17, 2018 - Jul 18, 2018
FOX Financial Executives Forum
Chicago, IL

Jul 19, 2018
Schwab Solutions
Columbus, OH

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