In this episode of our podcast series, we hear from SS&C’s Eric Rocks, VP and Managing Director, with responsibility for our wealth management solutions, about the market forces and business needs that drove the development of SS&C Aloha’s capabilities to serve wealth managers.
Topics covered in this discussion include:
- Challenges wealth managers face today.
- Opportunities to advance wealth businesses through technology.
- Capabilities from Aloha that will please wealth clients.
- Finding the sweet spot: an institutional-strength, simplified operating system.