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

By Matthew Mancini

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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

Vision FI Roadmap – A new era of transparency and mass customization

By Mike Kendall

Vision FI roadmap

The investment management world is changing at a faster rate than ever before. Shifts in investor demographics, the need for mass personalization, and more graphical, interactive content are just a few of the factors driving the change in client communications. 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

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 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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SS&C Technologies lauded for best Client Reporting solution and most Innovative Fintech solution in WealthBriefing Asia awards

By Jen Molgano

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wbasiaOn June 1, during an elegant black-tie ceremony hosted at the stunning Westin Hotel in Singapore, SS&C received top honors in the client reporting and fintech solution categories at the 2017 WealthBriefing Asia Awards. This marked the latest win in a string of accolades from industry experts conferred upon the company this year.

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