Client reporting: What is it worth?

By Matthew Mancini

A dynamic, integrated, and automated client communications system is more important now than it has ever been. Today’s clients, whether they are individuals or institutions, expect easily accessible investment information and increased transparency. Technology has changed clients’ expectations in virtually every aspect of their lives; money management is no different.

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SS&C survey reveals private equity firms focused on operational efficiency, governance, and transparency – Part 2

By Joe Patellaro

In part 1 of this series, we talked about how today’s private equity firms are increasingly focused on transparency and the current regulatory environment. Here, we examine what respondents say about asset class growth.

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Connecting LPs & GPs at SuperReturn Emerging Markets private equity 2017

By Patrick Couris

Earlier this summer, SS&C was a proud technology sponsor at the SuperReturn Emerging Markets private equity conference.  The annual conference provided in-depth market analysis and debate, high quality panels and content, and ample networking opportunities.  Amongst an intimate group of 300 private equity decision makers, there were general partners (GPs), 130 limited partners (LPs) and several key influencers offering perspectives and representation from all emerging markets.

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SS&C Deliver 2017: panels and presentations for institutional managers

By Jen Molgano

We have a full agenda for our institutional and investment manager clients at SS&C Deliver 2017 this year! Taking place September 12-14 at the Hyatt Regency in Chicago, our sessions and a speaker line-up include interactive demonstrations of our new solutions, discussions around outsourcing trends, and industry best practices. Here is just a sampling of sessions.

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Want a more profitable wealth management practice? Technology gets you there

By Stephen Newman

Today’s wealth managers are always looking for ways to enhance their client service. Our recent webinar looked at a number of trends in the marketplace and how managers can provide clients with more personal service while still efficiently managing their businesses, growing their client base, and ensuring they’re on top of compliance obligations.

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Private equity study reveals firms increasingly focused on operational efficiency, governance, and transparency – Part 1

By Joe Patellaro

A recent SS&C survey of private equity professionals (SS&C customers) and 2017 SuperReturn international conference attendees shows an increased focus on private equity operational efficiency. The data reveals that 88 percent of respondents reported being more operationally focused today compared to three years ago.

The reasons behind this are varied, but ultimately map back to protecting investor interests.

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Portfolio Solutions relies on Black Diamond Wealth Platform to build great client relationships

By Tim Welsh

Portfolio Solutions, which serves more than 600 clients and represents almost $1.5 billion* in assets under management across 1,300 portfolios, uses the Black Diamond wealth platform from SS&C Advent to build a dynamic, growth-oriented business.

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Out-of-date methods and manual processes are slowing you down

By Dianna Tokic Farkas

If it’s not broken, why fix it? Without even realizing it, many of us waste time during the workday. Out-of-date methods and manual processes tie up time, efforts, and budgets. Many tasks could be easily automated and further optimized. Yet, you are stuck in inefficiency because you may not be aware of the options available. Ask yourself, “Is there a better, easier, more efficient way for me to handle the different areas in my finance department? What if my needs were offered by one provider and one single point of contact?”

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SS&C’s CORE reporting to help with the challenges of new SEC Modernization requirements

By Richard Clark

As the main regulator of the investment management industry, the SEC continues to identify opportunities to modernize and enhance the reporting and disclosure of information by registered investment companies. Along these lines, the SEC recently voted to adopt changes which modernize the current reporting regime to address the risks in the asset management industry, improve the quality of the data provided to investors and help the SEC collect and analyze data more efficiently. According to the SEC estimates, there are approximately 12,000 funds that will be affected by the new SEC modernization rules. The first of these new reports will be due July 30, 2018.

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Transition management: Finally, an easier way

By Dianna Farkas

Business people using digital tablet in office

Transition management has served as a necessary niche offering in the plan sponsor and asset owner space for many years. When portfolios and accounts are restructured, transition managers provide an efficient, cost-effective, and transparent solution. Transition managers oversee and manage the entire process (including timing and strategy) to diminish risk, cash drag, and implementation shortfall.

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