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October 20, 2017  |   Volume I, Issue XL
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SOFTWARE & SERVICES EBRIEFING

Alternative Investments


Software & Services eBriefing
Does outsourcing mean giving up control of data?

Many institutional firms consider their reputation and their track record to be their biggest differentiators; they “live and die” by the quality and accuracy of their data. As a result, they are hesitant to outsource any of their operations. This is understandable. However, there is a way to effectively outsource some operations and still maintain control over your data.

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Capturing opportunity with new technology

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It’s estimated that 10,000 baby boomers retire every day. As they look to maintain their wealth and plan an eventual transfer of assets to their heirs, it’s important they have an advisor that they trust. What technology should advisors use to ensure they’re building client relationships that will stand the test of time? Let’s take a look.

Insurers struggling with regulatory and accounting compliance – Part 1

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A recent SS&C survey of more than 145 insurance asset management professionals finds that as insurance firms invest in more complex securities, they struggle to manage data and meet regulatory reporting requirements. Let’s explore the survey results.
SS&C Blog
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Congratulations! October 06 Puzzler Solvers:
Andrew Erman, Transamerica
Edward Safran, Omega Options
Ellen Torrance, Retired
Gabriel Ng, Parametrica Asset Management
Joe Lally, UBS
Kevin Strutz, Northwestern Mutual
Steve M, Reliance
Terry Wolfe, CS McKee LP
William F. Gibson, IVY Creek Associates


Apr 20, 2018
SS&C GlobeOp Forward Redemption Indicator: April notifications 2.60%

Apr 16, 2018
SS&C Completes Acquisition of DST



Apr 22, 2018 - Apr 25, 2018
GAIM Ops Cayman
Ritz Carlton
Grand Cayman,

May 1, 2018 - May 2, 2018
Hightower Advisor Summit
Chicago, IL

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