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November 3, 2017  |   Volume I, Issue L
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


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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Automation with a human touch

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Much has been written in recent years about digital investment advice platforms (i.e. robo-advisors.) By now, the robo wave seems to have crested and we are seeing a variety of business models that leverage automation, from the purely algorithm-powered platforms to hybrids that offer some degree of self-service augmented by specified levels of human contact and professional advice. What’s the best solution for you? Let’s see.

Make training your culture

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A human resources manager we spoke to recently expressed her concern that if the training program we were developing was too good her employees would use it as stepping stone to leaving the organization. She wondered how we could guard against this – how we could use training to motivate people to stay, rather than as credential padding for their inevitable exit from the company.
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 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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