Streamlined operations ensure you stay focused on asset management

By Dianna Tokic Farkas

Businesswoman writing on glass in conference room meeting

Firms often seek different best-of-breed technologies to handle the various aspects of their businesses like portfolio accounting, reconciliation, performance, reporting, etc. As assets increase, data security requirements escalate, client bases expand, and internal staff changes, it’s hard for firms to seamlessly connect all these disparate, older systems. Continue reading

Top operational challenges hindering today’s wealth managers

By William Vellek

Businessman sitting in conference room, looking thoughtful

 

Legacy systems and processes are a very real problem for today’s wealth managers. These systems lack integration, struggle to scale with increased data from new asset classes, and require manual workarounds that introduce operational and reputational risk. Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Continue reading

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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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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6 key trends driving operational and technology decisions

By Eric Rocks

The global investment marketplace is constantly evolving and keeping up is a competitive necessity. To effectively manage your business growth, you must optimize your operations and anticipate market changes and new requirements. The financial industry has grown exponentially over the past 30 years, and better technology has enabled investment teams to manage this growth and its accompanying complexity effectively and efficiently.

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Boutique asset managers: The path to scale

By Lee Burchell

Markets and regulations are constantly evolving, expensive internal operating models impede scalability, and savvy investors recognize that growth cannot be achieved if internal costs are unsustainable. How can boutique firms meet these challenges and stay competitive?

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The challenge of complexity: The impact of corporate actions processing, part 3

By Tongjai Lertphaisan

Do you regularly miss deadlines? Are your systems manual and error-prone? Are you looking for ways to improve your firm’s corporate action processing?

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High energy and high demand for loan management at LendIt USA 2017

By: Errol Winter

This year’s LendIt USA conference hosted about 6,000 financial professionals in New York City at the Jacob Javits Center on March 6th and 7th. The 2-day annual conference is well known among industry leaders who participate in online marketplace lending. LendIt hosts the largest series of conferences that provide a great opportunity for the online lending community to meet in person and connect in central locations across the US, Europe, and China.

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Five tech concepts powering dynamic business in 2017

Eric Rocks, Vice President and Managing Director of SS&C Technologies

Running a business is a very dynamic operation that requires taking the time to consider not only how things change, but why things change. By mastering this outlook, financial executives will have a greater ability to manage control over their successes. This is important, particularly when it comes to navigating volatility. While a business might be experiencing an extended period of growth, this can easily be thwarted by increased competition in the marketplace, new technologies or geo-political factors.

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