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November 6, 2017  |   Volume III, Issue XLIV
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SOFTWARE & SERVICES EBRIEFING

Australia


Software & Services eBriefing
A new era of transparency and mass customization for investment managers

The investment management world is changing quickly. Shifts in investor demographics, the need for mass personalization, and more graphical, interactive content are just a few of the factors driving the change and affecting client communications. Here’s how we can help you keep up.

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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.

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.
SS&C Blog
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Congratulations! October 20 Puzzler Solvers:
Edward Safran, Omega Options
Ellen Torrance, Retired
Ferdinand Wit, VvAA Groep
Gabriel Ng, Parametrica Asset Management
Jerry Blais, Massmutual
Joe Lally, UBS
Kevin Strutz, Northwestern Mutual
Terry Wolfe, CS McKee LP
Theresa Jones, People's United Bank
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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