Getting the most out of DBC

By Kade Boone

Learning how to streamline a software program is an often overlooked, yet critical, aspect of making the most of time spent and minimizing mistakes. While most focus only on inputting information, there are a few key ways you can streamline DBC Finance to maximize your output.

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Changes in the investment management industry: Are you ready to adapt?

By Bryan Bashaw

There are some big changes happening in today’s investment management industry. Experts agree that these changes will continue and firms must be prepared to adapt. This shift is happening across products, business models, and the way in which clients are served, which poses some challenges.

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

By Rainer Fuchsluger

It’s just under a week until the SS&C Investment Management Summit 2017 Asia. Returning to Hong Kong on August 24th, the Summit brings together asset managers, wealth managers, and insurance and government agency executives.

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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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