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November 17, 2017  |   Volume I, Issue LI
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Institutional and Investment Management

Software & Services eBriefing
CRM software for financial advisors: The top four benefits

Strong client relationships are every advisory firm’s most valuable assets. In today’s ultra-competitive financial landscape, firms that develop and strengthen client relationships reap the most awards. The right CRM software can help you get there.


Passive versus active management and machine learning

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While there is much debate about active versus passive investing, machine learning investment algorithms are also now part of the mix. How do these changes impact the investment management industry? Let’s find out.

Municipal finance made easy

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Managing municipal financing and asset-backed securitization can be challenging, especially when it comes to debt structuring and refunding, asset-based cash flow for tax-exempt housing, and structuring cash flow analysis of tax-exempt or taxable mortgage revenue bonds. Overcoming these management challenges may be simpler than you think. Let’s take a look.
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 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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