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November 17, 2017  |   Volume XIV, Issue XLIV
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Software & Services eBriefing
Automation with a human touch

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.


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.

The challenges of training a global workforce

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Does your company have offices around the globe? While some people may suggest that English is one of the primary common languages for business, practically speaking people are probably more comfortable with their local language. If you are thinking about how best to deploy a training program across the entire firm, you might wish to consider translating or localizing the content.
SS&C Blog
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Congratulations! November 03 Puzzler Solvers:
Edward Safran, Omega Options
Ellen Torrance, Retired
Gabriel Ng, Parametrica Asset Management
Joe Lally, UBS
Kevin Lynch, Tetra Private Equity Services
Kevin Strutz, Northwestern Mutual
Tara Uebelhor Bayse, OneAmerica
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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