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.

Continue reading

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

By Jen Molgano

WBAsia_generic

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.

Continue reading

Private wealth managers: It’s time to get on board with alternative assets

By Lee Burchell

Since the 2008 financial crisis, large institutions (e.g. pension schemes, sovereign wealth funds, endowments, and insurance companies) have been looking for reliable cash revenues and risk diversification beyond traditional funds. As a result, there has been an upswing in investment in alternative asset classes.

Continue reading

Going the distance: Attracting the elusive millennial investor, part 1

By Nick Curwen

As any sports enthusiast knows, the best teams are the ones that properly execute the basics. Asset management is a performance game and any firm that fails to generate sustainable, consistent returns faces intense pressure from its clients. However, improvements need to go beyond performance, particularly given the rapid evolution happening in today’s asset management and investor world.

Continue reading

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.

Continue reading

Want a more profitable wealth management practice? Technology gets you there

By: Stephen Newman

Photo female hands holding modern tablet and man touching screen

Today’s wealth managers are always looking for ways to provide more efficient and personal service to their clients. A recent SS&C 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.  
Continue reading

Best-of-Breed or Holistic: Which System is Best for Your Firm?

By: Mike Mollenkamp

istock_000077456085_xxxlarge

Faced with growing uncertainty and increasing complexity, asset managers continue to debate the use of single or multiple suppliers for technology and investment operations. In an effort to maximize efficiency and reduce risk, organizations often purchase software from multiple vendors to obtain what is known as best-of-breed functionality. The alternative holistic approach is to purchase complete systems instead of individual pieces.
Continue reading

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.
Continue reading

Are Wealth Management Advisors Still Relevant in Today’s Digital World?

By Bryan Bashaw

Fin Tech and mobile computing concept. Hand holding tablet

There’s a highly talked about digital disruption that’s been happening in the wealth management industry in recent years. Much of this talk has been about robo-advisors, but now there’s a transformation happening that’s changing the conversation again.
Continue reading