Automation with a human touch

Business woman working at a cafe

Much has been written in recent years about digital investment advice platforms or “robo advisors.” By now, the robo wave seems to have crested and we are seeing a variety of business models leveraging automation, from the purely algorithm-powered platforms to hybrids that offer some degree of self-service augmented by specified levels of human contact and professional advice. Meanwhile, traditional advisors that have relied on a baby-boomer clientele are looking for cost-effective ways to serve the next generation of tech-savvy, wealth building and value-conscious investors. Read more ›

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Posted in Product News, Traditional and Alternative Asset Management

Cyber defense: stop, look and think before you click


Profit is the main motivator behind cybercrime, and humans have become the number one target. How can you avoid being the victim of a cyberattack? Find out this year at SS&C Deliver from Lisa McLaughlin, VP Corporate Security, SS&C,  and Bob Bragdon, SVP/Published, CSO,  during their presentation, “Securing the human – The first line of defense.”

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Posted in Regulation, Compliance, and Security

SS&C Advent recognized by Waters Rankings for portfolio accounting excellence


Pictured L-R: Robert Roley, Katherine Pearce, Marc Flamini


SS&C Advent was awarded “Best Accounting System Provider” by Waters Rankings for 2017, its third win in a row in the category.  Advent’s Geneva® solution previously won in 2015 and 2016; Advent Portfolio Exchange® (APX) also received acknowledgement in the award this year.

Waters Rankings recognizes the top technology and service providers in financial technology, as voted on by the Waters readership. Each category had more than 20 potential choices, making this year among the most competitive in the program’s esteemed history.

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Posted in Advent News

Survey: Private equity firms increasingly focused on operational efficiency, governance & transparency

While at the 2017 SuperReturn International conference in Berlin, we surveyed approximately 100 GPs, LPs and other professionals within private equity to learn more about private equity business operations.

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Posted in Asset Managers, Hedge Funds, Traditional and Alternative Asset Management, Wealth Management

SS&C’s 2017 Thailand User Conference


This past February, SS&C hosted the inaugural Thailand User Conference at the Compass Skyview Hotel in Bangkok. We were pleased to welcome over 50 guests representing 20 institutional asset management and insurance companies. The key themes at the User Conference were regulatory change, especially IFRS9, and SS&C’s best practices for resolving operational challenges.

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Posted in Asset Managers, Region Asia Pacific, Regulation, Compliance, and Security, Traditional and Alternative Asset Management, Wealth Management


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