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

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. 

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Posted in Asset Managers, Traditional and Alternative Asset Management

Facebook Live Video: New Enterprise Reporting and Portal Solutions

Over the last couple weeks we’ve recapped topics and highlights from sessions held during our recent 2016 SS&C Deliver Conference.  In our final excerpt, Tom Steele of Bartlett and Co., an APX client who is currently implementing Varden, talks about

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Posted in Advisors, Asset Managers, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

Facebook Live Video: Advent Community

During last month’s SS&C Deliver conference, we caught up with a few of our speakers to ask some questions and bring the conference to those of you who couldn’t attend. You’ve already heard about the DOL Rule and the regulatory

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Posted in SS&C Deliver

Facebook Live Video: Regulatory Pressures and the Material Impacts on Your Firm

Originally published to the SS&C blog. During last month’s SS&C Deliver Conference, we were able to chat with a few speakers following their sessions about highlights and what attendees should take away from the discussions. In this interview, Fred Jacobs,

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Posted in Regulation, Compliance, and Security

Facebook Live Video: DOL Rule Spotlight: How to Prepare Now

At the 2016 SS&C Deliver Conference last month we had some excellent sessions on the financial industry and the technology that supports it. One of those sessions focused on the DOL Fiduciary Rule. In this short excerpt, Tim Simons of

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Posted in Asset Managers, Compliance, Regulation, Compliance, and Security, Wealth Management

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