Blog Archives

Wealth Management in 2021: Are You Ready?

We’ve all heard the sci-fi movie trailers that begin with a somber baritone voice intoning, “Imagine a world…” Well, imagine this one: a world in which Amazon and Google become major players in the wealth management business. Leveraging their enormous

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Posted in Wealth Management and Financial Planning

Portfolio Solutions – Service excellence backed by technology

Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in

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Posted in Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

Debunking 7 myths about alternatives

There are many misconceptions about alternatives. Investors either have wrong assumptions concerning their nature and function in individual portfolios, or their availability, thinking alts are not affordable and available only to ultra-high-net-worth individuals or institutions. Due to these, and many

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Posted in Technology, Traditional and Alternative Asset Management

MiFID II brings a world of change for the buy side … and not just in Europe

In reality, chances are you’re going to get caught up in MiFID II. Its scope means any buy-side firm that has dealings with European clients, funds or even assets will be subject to at least some aspects of the rules.

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Posted in Advent Software, Asset Managers, Regulation, Compliance, and Security

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

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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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