The Future of Wealth Management for the Sophisticated Needs of Institutional and High-Net-Worth Clients

A special webinar featuring market trends and challenges facing wealth and asset management firms and how they are using technology as a differentiator to retain talented advisors and attract new clients.

SS&C’s Global Wealth Platform (GWP) is a comprehensive Cloud-delivered or outsourced service that can effectively manage any program, strategy or asset class with complete middle- and back-office support, full support for multi-currency and global asset classes, versatile portfolio modeling and re-balancing, and advanced compliance, trading, performance and attribution. Learn how firms:

  • Streamline processes to enable you to spend more time building client relationships and growing assets
  • Know every aspect of the needs and goals of your clients and their families
  • Manage regulatory burdens on your firm and your clients
  • Attain a holistic view of your client’s financial positions and provide customized, real-time views

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