Highlights from the 2017 Financial Institutions Conference

By Alex Driscoll

Three business people communicating

During the 2017 Financial Institutions Conference, Lauren Smith, director of Accounting Policy and Research at SS&C Primatics, participated in the CECL Implementation Strategies Panel. During the session, panelists discussed their experience working with banks as they transition to the CECL reserving standard, which takes effect in 2020 for SEC filers and 2021 for all others. Continue reading

Countdown to Asia’s Leading Investment Management Technology Summit: Will China be a game changer?

By Rainer Fuchsluger

Hong Kong skyline at sunrise

It’s just under a week until the SS&C Investment Management Summit 2017 Asia. Returning to Hong Kong on September 18th, the Summit brings together asset managers, wealth managers, and insurance and government agency executives. Continue reading

Precision LM 3.0: The best technology to meet agency reporting requirements

By Bishal Thapa

Precision LM 3.0

Government-sponsored enterprises (GSEs) like Fannie Mae have been providing liquidity and stability to the multifamily mortgage market for more than 30 years.

The Delegated Underwriting and Servicing (DUS) network plays a critical role in the execution of Fannie Mae’s multifamily business – DUS lenders adhere to intense credit and underwriting standards as mandated by the agency. To ensure they meet ongoing reporting and compliance requirements like these, lenders must use technology that is sound, automated, and efficient.

Continue reading

The proliferation of debt funds

By: Nicolas Grenie

Belgium, Brussels, European Commission, European flags at Berlaymont building
Belgium, Brussels, European Commission, European flags at Berlaymont building

Small- to medium-sized enterprises (SMEs) in the U.S. obtain the bulk of their funding from capital markets through debt or equity issuance. However, in Europe, the majority of loans to SMEs come from banks. Regulations like Basel III are changing this. Continue reading

Survey: Asset managers reveal gap between client reporting value and practice

By Jen Molgano

While attending the Summit for Asset Management conferences held in New York and London, we surveyed approximately 100 senior-level asset managers to learn more about their client reporting views and practices.

For more details on the survey results, see our infographic below or read our press release. Continue reading

Are you maximizing your customers’ mobility?

By Abe Smith

Mobility.jpg

Typically two methods are employed when looking to improve your bottom line. You can look at differentiating with new product offerings that increase value in the customer’s eye. You can also streamline business processes to help cut costs and be more economical. And sometimes you can have both: an owner self-service website and automated payments. Continue reading