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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.