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October 20, 2017  |   Volume III, Issue XLIII
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Software & Services eBriefing
Choose the right software for your new wealth management firm – Part 2

Selecting the right software solutions is a top priority for new wealth management businesses. In this second of our 2-part eBriefing series, we share three more top tips to help you choose wisely and explore further SaaS solutions, how to future proof your business, and cost.


Client reporting survey: Results

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SS&C recently polled attendees at the New York and London Summit for Asset Management conferences and found a client reporting climate with high expectations, yet outdated tools and strategies that do not meet modern business needs. The results tell us a lot about today’s client reporting landscape. Let’s take a look.

Does outsourcing mean giving up control of data?

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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.
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 19, 2018 - Apr 21, 2018
Annual SSG Conference
Paradise Point Resort & Spa
San Diego, CA

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

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