Are your client reports keeping up with your clients’ demand?

By Matthew Mancini


The results of a recent SS&C poll of attendees at the New York and London Summit for Asset Management conferences find that 100 percent of respondents agree that client reporting is important, and the majority (75.5 percent) stress that it is extremely important to their firms’ acquisition and retention strategies. 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

Enrollment and EOI Survey Reveals Major Opportunities for Automation

By: Russ Petrucci

Presentation about automation to improve reliability and productivity

Over the last few years, SS&C participants in the LIMRA Enrollment Technology Strategy seminars have noticed vendors of enrollment and private exchange solutions are pressuring group benefits providers to simplify plan designs, offer only guaranteed coverage, and eliminate the evidence of insurability (EOI) process.
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SS&C Survey Cites Regulatory Changes Enabling More Investment Options as Both Key Driver and Challenge for APAC Asset Managers

By: Arjun Jayamohan

the light trails

As a world leader in technology for asset and wealth management operations, it is crucial for SS&C to stay ahead of the curve in providing the technology products and services the industry demands in various global markets, both now and in the future. SS&C’s 2016 “Wealth Management Operations & Technology Survey of Trust and Asset Managers in the Philippines” is just one of the many ways we keep our finger on the pulse of Asia/Pacific Financial Services Industry trends.
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2016 Technology Outlook for Global Insurance Asset Management Now Available

By: Kendall Reischl

New SS&C survey sheds light on key trends, challenges, and opportunities affecting global insurance and asset management executives. Download the 2016 survey today.


Last week we shared the results of our 2016 Global Insurance Asset Management Technology Outlook. Check out some of the key findings below and be sure to download the full results to have all this valuable data at your fingertips.

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Survey Finds Buyside Asset Managers to Significantly Boost Portfolio Allocations to Alternatives, Loans, Equities, and Mutual Funds

By Kendall Reischl

In Q2 of 2016 we conducted a survey, the 2016 Global Insurance Asset Management Technology Outlook, polling 100 insurance and asset management executives in accounting, finance operations, investments, and technology from around the globe. Participants were asked to respond to 28 questions on current challenges, concerns, and the future direction of their asset management operations. One of the key findings of the survey revealed that over 33% of asset managers plan on increasing investments in commercial loans, alternatives, derivatives, equities, and mutual funds over the next 12-month period. The infographic below details other key results revealed following careful analysis of survey data.
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Survey: Impact of CECL Among Banks Making Transition

By Kendall Reischl

We’ve seen and heard a lot of industry talk lately about CECL (Current Expected Credit Loss). Over the past few months, a number of industry professionals have given their opinions and recommendations on what banks need to do to prepare for the CECL transition. However, most of this commentary hasn’t been from those people who will be most affected by CECL – individuals working at banking institutions.
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