Whitepapers

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World Economic Forum - The Future of FinTech

28th October 2015

Company: bobsguide
Global Agenda Council on the Future of Financing & Capital The Future of FinTech - A Paradigm Shift in Small Business Finance October 2015 This report synthesizes the authors’ efforts to take stock of what the finance industry has provided to date and how the FinTech industry has taken over some of the funding with its innovative business... read more
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CRM and the RIA: Unlocking the Full Value

23rd October 2015

Company: SS&C
Wealth managers and advisory firms that use a CRM system often consider it their core technology and a strategic advantage —especially when it is integrated with the portfolio management system. read more
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Managing Risk in a New World: Best Practices for Hedge Funds

23rd October 2015

Company: SS&C
This white paper looks at five major hurdles to risk management and suggests a best practices IT framework that can help hedge funds manage risk more effectively in this new environment. read more
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Hitting the Technology Roadblock

23rd October 2015

Company: SS&C
This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile and cloud present enormous opportunities for efficiency and an enhanced client experience. read more
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AxiomSL white paper: A global guide to Basel III liquidity requirements

16th October 2015

Company: AxiomSL
This paper outlines fundamental points to consider from business to IT and across the jurisdictions when achieving compliance and securing business benefits. It explores the limitations of traditional reporting systems, how to combat implementation challenges and the benefits of a strategic integrated platform when meeting Basel III liquidity... read more
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SEC Exam Survival Guide

13th October 2015

Company: SS&C
Prepare in 12 Steps The SEC can conduct an exam of a registered investment adviser at any time, for any reason, announced or unannounced. But are you prepared? Compliance deficiencies can result in fines or other action, and can even land a firm on the SEC’s watch list for greater scrutiny. Written in conjunction with leading SEC compliance... read more
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Hitting the Technology Roadblock

13th October 2015

Company: SS&C
This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile and cloud present enormous opportunities for efficiency and an enhanced client experience. read more
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Managing Risk in a New World

13th October 2015

Company: SS&C
This white paper looks at five major hurdles to risk management and suggests a best practices IT framework that can help hedge funds manage risk more effectively in this new environment. read more

Top Four Reasons Asset Managers Consider Outsourcing Middle Office Process

17th September 2015

Company: SS&C
While its infrastructure sibling, the back office, has been quicker to adopt the outsource model (especially among alternative investments), the middle office is just now focusing more and more on this alternative. Why the delay? read more

Five Mistakes to Avoid When Selecting a Fund Administrator

31st July 2015

Company: SS&C
Five Mistakes to Avoid When Selecting a Fund Administrator read more