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October 26 - 28, 2025
SS&C Deliver Phoenix
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Podcast
Tips and Tools for Staying Current with NAIC Statutory Filings
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Learn more about the challenges of compliance and reporting with regulatory changes and portfolio complexity in NAIC statutory reporting.
Infographic
SS&C Singularity's Platform for Independent Asset Managers
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Grow your insurance portfolio with SS&C's Singularity platform. Enhance accounting, reporting and analytics with cost-effective, scalable solutions.
Brochure
Mastering Investment Operations and Accounting in the Modern Insurance Landscape
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Streamline insurance investment operations with SS&C's powerful solutions. Boost efficiency, manage risk and ensure compliance. Download our brochure today.
Onboarding New Investment Portfolios- How to Speed up the Process
Speed up onboarding new investment portfolios with a standardized, scalable process. Use this checklist to ensure timely, accurate onboarding for insurers.
Statutory Reporting Expertise for Insurers
Outsource statutory reporting to SS&C for compliance and efficiency. We offer statement preparation, quality control reviews, RBC analysis, and more.
Avoiding Negative Yield: Flexible Co-Sourcing Models for Insurance Investment Operations
Whether you're a CIO or a CRO considering co-sourcing, this episode offers valuable insights into how co-sourcing can enhance your investment operations.
eBook
Planning Guide for the Principles-Based Bond Definition Transition
Prepare for the 2025 Principles-Based Bond Definition transition, bond classification changes and new data points for a smooth and compliant transition.
SS&C Presents Singularity
Learn about SS&C Singularity, our cloud-based insurance investment accounting technology backed by SS&C insurance experts.
Technology Partnership Provides Growth Opportunity for Independent Insurance Asset Managers
Independent Asset Managers: Win a larger share of insurance asset allocation mandates with value-added accounting and regulatory reporting services.
Whitepaper
Is Your Insurance Investment Portfolio Prepared for Increased Default Risk?
Market factors leading to default risk and six business considerations for insurers to minimize risk in today’s market.
Tips for Ensuring a Smooth 2023 Annual Filing Process
The annual NAIC filing deadline is coming up quickly for insurance investors. In this podcast, learn tips for a smooth filing process.
Article
Operational Challenges with Complex Assets: Navigating Technology Solutions for Diversified Institutional Investment Portfolios
Explore trends gaining attention from institutional investors and how to meet operational and accounting challenges that can arise with diversification.
What Insurers Need to Know about CECL
Learn why CECL is important for insurance investors and how treating it as more than an accounting "check the box" exercise can support success.
Episode 97 of the Global Captive Podcast
SS&C's Dennis Moore, Senior Sales Executive, and Scott Kurland, Managing Director discuss how SS&C fits into the captive value chain.
5 Things to Look for in an Investment Accounting Provider
Selecting an investment accounting provider is one of the most important decisions for an insurance company. Make sure your vendor meets these 5 criteria.
Case Study
US Life Insurer Selects SS&C Insurance Solutions for End-to-End Alternative Investment Management
Learn how one insurance investment team is solving operational, accounting and reporting challenges using a more automated integrated solution.
Webinar
How Artificial Intelligence-Driven Tech Drives Real Results for Insurance Investors
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Learn about practical applications and use-cases for harnessing the power of AI-driven technologies to increase scale and protect yield.
IASA Named SS&C the 2023 Solution Provider of the Year
Insurance investment accounting teams look to SS&C for advanced technology experience and service excellence. Learn why.
4 AI Technologies, 10 Benefits for Insurance Investment Operations
Discover 10 ways AI-driven technology helps insurance investment accounting teams to increase yield and overcome operational challenges.
Insurers Get Real About Real Estate
Hear from an expert panel how real estate offers attractive investment opportunities for insurers despite sector volatility.
Insurers Get Real about Real Estate: 5 Reasons to Expand Your Portfolio in 2023
Real estate & real assets offer unique advantages for insurance investors. Learn about them, see examples and explore how to capitalize on the opportunity.
2023 Insurance Asset Management Technology and Investment Outlook with SS&C's Scott Kurland
Listen as Stewart Foley of InsuranceAUM.com discusses with SS&C how technology can improve investment operations.
The First Annual Private Market Asset Allocation Report
Insurers opportunities to expand investment allocations to alternatives abound. Find out how North American insurers are investing private market capital.
Mastering the Operational Challenges of Short Term Pools
Insurers often use short term pools to meet mandates around uninvested cash. Learn how technology can help you optimize returns and simplify processes.
Insurance Investment Managers Can Optimize PE Returns: Q&A
Read this FTF News Q&A with SS&C insurance investment accounting leaders to learn about optimizing portfolios amid major industry shifts.
Four Investment Strategies for Insurers to Consider as Interest Rates Rise
Written from insurance investment accounting experts' point of view, this paper discusses potential investing strategies in the wake of high interest rates.
5 Things Every Insurer Should Expect from an Investment Accounting Provider
An insurance investment accounting partner should provide a strong SOC1 control environment, custodial data sourced by automation, and much more.
Fund Technology, Data & Operations, North America 2022
Strategic acquirers in asset management must navigate the challenges of large scale transition. Read this report to prepare for success.
Accelerating Success in Asset Management Acquisitions
Realizing the benefits of an asset management acquisition can be difficult. These 10 considerations can help speed integration in large-scale M&A.
Video
SS&C Solutions for the Insurance Industry
Insurance investment leaders face daunting challenges such as low yield, regulatory changes and operational complexity. Explore a path forward with SS&C.
The Convergence of Insurance, Alternatives and Private Equity
Higher yields continue to drive deal making between insurers and alternative managers. Learn how to protect your investment strategies.
Rates Are on the Rise!
Learn how interest rate hikes in 2022 may impact insurance and alternative investment strategies and portfolios.
ESG Prevalence Across Insurance Investment Portfolios: A State of the Industry Report
Read this report for insights on how insurers and asset managers are expanding their exposer to ESG investing.
SS&C's Solutions for the Insurance Industry
Disparate systems and cobbled together data are a thing of the past. With SS&C solutions for Insurance, a front-to-back office service model is here.
Simplifying Complex Investment Operations
SS&C Singularity, built with AI, RPA and machine learning helps ease the complexity of managing portfolios, accounting and regulatory requirements.
An Insurer's Guide to ESG Investing
Insurance investment managers: explore the challenges and opportunities that private market ESG investing brings in the search for higher yield.
Accessing ESG through Private Market Investments
Insurance investment managers: Learn how to navigate the unique accounting & regulatory challenges that come with ESG investing.
SS&C has developed a suite of technology and services, backed by years of industry experience, to service insurance investment operations.
TEK2day Spotlight: The Evolving Insurance Industry
Evidence that alternatives and insurers are converging. Data-driven analysis around its impact. Read the report.
SS&C Singularity - Moving into the Future of Investment Accounting Operations
Many fintech firms may be looking to replace legacy IT in favor of next-gen technology. Find out what Celent had to say about current options.
Introduction to Singularity
Discover the first smart investment operations and accounting platform with embedded AI and machine learning.
SS&C Singularity
With embedded AI and machine learning, investment operations accounting will never be the same.
Let's Talk Insurtech: Michael Keating, Chief Executive Officer, Managing General Agents' Association
In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association
Worlds Collide: Insurance & Alternatives
Insurance companies and alternative investment managers are continuing to converge in the pursuit of higher yields.
Insurance Insights
Explore the implications of convergence between insurance and alternatives brought on by the persistent low yield environment.
SmartSource for Partnership Investments: Are You Struggling with Schedule BA?
Schedule BA assets are tough to account for. Learn how to streamline tracking, collection, accounting and reporting processes for partnership investments.
Singularity for Treasury & Capital Markets
Discover an AI-driven investment accounting platform that modernizes treasury and capital market trade processing and settlement operations.
Singularity Foreign Exchange Solution
Discover a functionality rich Foreign Exchange system to serve the needs of client portal/front office, middle-office and back-office users.
SS&C’s Innovative Solutions for Insurers
Discover a modern investment accounting platform for insurers. Advanced middle and back office capabilities translate into savings and higher yield.
SS&C SmartSource for Bank Loans
Setting up, accounting for and reporting on bank loan activity has never been easier or more efficient.
SS&C SmartSource
Intelligent outsourcing solutions for middle and back-office services powered by today’s most advanced investment operations and accounting technology.
Decisions Simplified, Operations Streamlined
The leader in insurance investment operations, SS&C delivers accounting, loan operations, client reporting and risk, performance and financial analysis.