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1 St Martin’s Le Grand
London
GB

Surbiton London Office

DST House St Mark's Hill
Surbiton
GB

South Africa Office

DST House 12 Sherborne Road Parktown 2193
Johannesburg
ZA

Telephone

860-298-4653

Contact

Lese Amato
[email protected]
Developing Operational Models for Wealth Managers

White Paper | Middleware/SOA infrastucture Developing Operational Models for Wealth Managers

SS&C

Developing Operational Models for Wealth Managers

Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth… Continue Reading

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CRM and the RIA: Unlocking the Full Value

White Paper CRM and the RIA: Unlocking the Full Value

SS&C

CRM and the RIA: Unlocking the Full Value

Wealth managers and advisory firms that use a CRM system often consider it their core technology and a strategic advantage… Continue Reading

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Managing Risk in a New World: Best Practices for Hedge Funds

White Paper Managing Risk in a New World: Best Practices for Hedge Funds

SS&C

Managing Risk in a New World: Best Practices for Hedge Funds

This white paper looks at five major hurdles to risk management and suggests a best practices IT framework that can… Continue Reading

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Hitting the Technology Roadblock

White Paper | Asset management Hitting the Technology Roadblock

SS&C

Hitting the Technology Roadblock

This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile… Continue Reading

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SEC Exam Survival Guide

White Paper SEC Exam Survival Guide

SS&C

SEC Exam Survival Guide

Prepare in 12 Steps The SEC can conduct an exam of a registered investment adviser at any time, for any… Continue Reading

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Hitting the Technology Roadblock

White Paper | Asset management Hitting the Technology Roadblock

SS&C

Hitting the Technology Roadblock

This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile… Continue Reading

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Managing Risk in a New World

White Paper | Asset management Managing Risk in a New World

SS&C

Managing Risk in a New World

This white paper looks at five major hurdles to risk management and suggests a best practices IT framework that can… Continue Reading

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Top Four Reasons Asset Managers Consider Outsourcing Middle Office Process

White Paper | Middleware/SOA infrastucture Top Four Reasons Asset Managers Consider Outsourcing Middle Office Process

SS&C

Top Four Reasons Asset Managers Consider Outsourcing Middle Office Process

While its infrastructure sibling, the back office, has been quicker to adopt the outsource model (especially among alternative investments),… Continue Reading

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Recon

Brochure / Fact Sheet | Asset management Recon

SS&C

Recon

Recon is a scalable, enterprise-wide reconciliation solution for investment managers, hedge funds, insurance companies, banks and other financial… Continue Reading

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SS&C + Advent FactSheet

Brochure / Fact Sheet | Asset management SS&C + Advent FactSheet

SS&C

SS&C + Advent FactSheet

SS&C + Advent FactSheet… Continue Reading

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Five Mistakes to Avoid When Selecting a Fund Administrator

White Paper Five Mistakes to Avoid When Selecting a Fund Administrator

SS&C

Five Mistakes to Avoid When Selecting a Fund Administrator

Five Mistakes to Avoid When Selecting a Fund Administrator… Continue Reading

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Four Mistakes to Avoid When Choosing an Outsourcing Provider

White Paper | Insurance Four Mistakes to Avoid When Choosing an Outsourcing Provider

SS&C

Four Mistakes to Avoid When Choosing an Outsourcing Provider

Outsourcing middle and back-office functions can have a substantial impact on a financial services firm’s operational cost and ability… Continue Reading

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Data Services: How to Keep the Lifeblood Flowing

White Paper | Behavior detection & predictive analytics Data Services: How to Keep the Lifeblood Flowing

SS&C

Data Services: How to Keep the Lifeblood Flowing

Data may not be the answer to life, the universe and everything, but to financial services firms it is close. Continue Reading

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Black Diamond® Wealth Platform

Video Black Diamond® Wealth Platform

SS&C

Black Diamond® Wealth Platform

Learn how Advent’s Black Diamond® goes beyond performance reporting, offering a robust wealth platform that strengthens the client/ advisor relationship. Continue Reading

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CRM and the RIA: Unlocking the Full Value

White Paper CRM and the RIA: Unlocking the Full Value

SS&C

CRM and the RIA: Unlocking the Full Value

Wealth managers and advisory firms that use a CRM system often consider it their core technology and a strategic advantage… Continue Reading

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Delivering the Complete Wealth Picture

White Paper Delivering the Complete Wealth Picture

SS&C

Delivering the Complete Wealth Picture

The digital client experience is becoming critical to a successful wealth management engagement. This paper examines the changing landscape and… Continue Reading

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SS&C Performance Measurement Brochure

Brochure / Fact Sheet | Asset management SS&C Performance Measurement Brochure

SS&C

SS&C Performance Measurement Brochure

Learn more about SS&C’s complete software solutions for performance measurement and attribution. Continue Reading

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SS&C Performance Outsourcing Service

Brochure / Fact Sheet | Asset management SS&C Performance Outsourcing Service

SS&C

SS&C Performance Outsourcing Service

SS&C’s performance outsourcing service enables investment management firms to focus on understanding the sources of risk and return from their… Continue Reading

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Mobility in Investment Management

White Paper | Infrastructure/architecture Mobility in Investment Management

SS&C

Mobility in Investment Management

Investment management firms have proceeded with caution on mobile technology. Now, their clients and employees are driving change, compelling firms… Continue Reading

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Three Ways to Reach the Next Generation of Investors

White Paper | Asset management Three Ways to Reach the Next Generation of Investors

SS&C

Three Ways to Reach the Next Generation of Investors

Helping you capture the attention and assets of your investors. Continue Reading

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Elevating The Client Experience

White Paper | Asset management Elevating The Client Experience

SS&C

Elevating The Client Experience

Leveraging Technology to Drive Profitability, Scale, and Growth. Continue Reading

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Advent Software - Our Story: Advent Support and Community

Video | Asset management Advent Software - Our Story: Advent Support and Community

SS&C

Advent Software - Our Story: Advent Support and Community

Learn how Advent’s Global Client Services Team delivers on their promise to create great customer experiences and long-lasting relationships with… Continue Reading

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A clearer view... Security, Compliance and the cloud

White Paper | Asset management A clearer view... Security, Compliance and the cloud

SS&C

A clearer view... Security, Compliance and the cloud

By now any investment firm that depends heavily on systems and data has heard the case for the cloud. And… Continue Reading

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