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


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

SS&C Deliver 2017 Announcement Roundup

By Jen Molgano and Kendall Reischl

High Angle View Of River Amidst Modern Buildings In City

Back from our annual conference, SS&C Deliver, we’re excited and energized after seeing our clients, engaging in sessions and panels, and enjoying the ‘Windy City’.   We shared several big announcements during our time in Chicago. Read on in case you missed them. Continue reading

A new era of operations and technology for insurers

By Elena Kulakovska

man looking up at a glowing blue 3D cube

In today’s low-yield environment, quests for higher returns are making insurers’ portfolios more complex. Firms are investing globally and diversifying their mix of assets, and the accounting of the investments in these non-traditional asset classes is increasingly difficult. Spreadsheets and conventional systems limit the accounting and reporting capabilities, so many insurance companies are turning to outsourcing models.

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Issuer debt service invoices: Make your process risk-free

By Eric Decker

Every day, global banks disburse hundreds of millions of dollars to investors directly or via the Depository Trust & Clearing Corporation (DTCC). The typical process involves manually matching the obligations of bond issuers with amounts due to their investors. These processes are extremely labor intensive and often result in costly mismatching errors. The overnight cost of paying the incorrect party and expense of retrieving funds after late discovery can result in huge and unnecessary financial exposure. The mismatching risk is compounded when proper procedures are not in place to catch these errors. In addition, an intensive manual intraday matching process has a negative impact on an institution’s DTCC payment scorecard results, which are shared with investors and participants.

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Financial institutions choose private hosting

By Marcus Jones

It’s likely that your firm has already moved operational infrastructure to either a private hosting environment or a public cloud service provider. Maybe discussions are still taking place, weighing the benefits of service migration. Continue reading

Defining a successful CECL implementation at the AICPA Banking Conference

By Lauren Smith

Double exposure money pile coin on computer laptop. Business online success concept

Financial industry professionals will gather September 11-13 in National Harbor, Maryland, at the AICPA conference to learn about the latest developments in the banking industry. Once again, FASB’s new credit loss accounting standard ASC 326-20, more commonly referred to as “CECL” (Current Expected Credit Loss) will take center stage.

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Skyline continues to lead

By Mark Ziemba

SKYLINE property management software from SS&C provides web-integrated functionality that delivers key decision-making information when and where it’s needed most. For example, SKYLINE’s web-enabled dashboard provides site managers, property managers, and owners with the critical real-time data they need to make smart, on-the-spot business decisions. It also provides a secure way to access property information (including vacancy, occupancy, and accounting statistics) tailored to each user’s job function. Information can be formatted in easy-to-read graphs and charts, as needed.

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Construction lending and servicing: What’s the right technology?

By Bishal Thapa

Effectively managing the complexities of construction loans can be challenging for lenders and servicers. Whether you are tracking all sources and uses of funds, reconciling your budgets, managing inspections, or reporting on the project, a real-time, automated technology solution is critical for success. Continue reading