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

Integrated advisor desktop helps build long-lasting client relationships

By Ed Wright

Couple talking to financial advisor in living room

It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan for an eventual transfer of assets to their heirs. Advisors who involve heirs early on often do better longer-term in maintaining that relationship. Studies find that 66% of advisors are fired by the children of the client during the wealth transfer, and up to 70% of women leave their advisor after becoming widowed. Continue reading

Keeping skills current: Online learning with SS&C Learning Institute

By Adam Hall

Focused college student studying at computer

As the world’s financial markets grow increasingly sophisticated, it can be difficult to stay current with the latest trends and developments. Today’s financial professionals are expected to possess a broad understanding of an ever-widening array of products and services. Your next career move, or indeed your current job, could depend on being able to speak knowledgeably about structured finance, operational risk, mortgage-backed securities or barrier options. Continue reading

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

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

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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