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Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Whitepaper
Guardrailing Operational Resilience
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Explore how SS&C helps financial institutions embed operational resilience and align with DORA and NIS2. Download the whitepaper.
Brochure
SS&C Global Treasury & Capital Markets Solutions
Optimize treasury and capital markets operations with SS&C’s automated, integrated platform. Download the brochure to learn more.
Webinar
Unpacking CSRBB Shocks: A New Approach to Understanding Risk Transmission
Watch Now
Explore how VAR models help quantify CSRBB shocks, IRFs, and risk transmission across maturities—especially in less liquid credit markets.
The Advancement and Future of Data Management and Visualization
Discover how to overcome data silos, improve financial reporting and speed decision-making with the right data management and visualization strategies.
Efficient Monte Carlo Methods for Value at Risk Attribution
Explore efficient Monte Carlo methods for VaR attribution to enhance accuracy, lower operational costs and strengthen risk management practices.
Solving Data Challenges: Use Cases for SS&C Sightline
Learn how SS&C Sightline solves data management challenges through real use cases in reporting automation, self-service analytics and decision support.
Infographic
7 Key Criteria for Selecting Managed IT Service Providers in Financial Services
View Now
Discover the top 7 criteria for choosing a Managed IT Services Provider in financial services. Learn how to assess compliance, security and scalability.
Algo Credit Regulatory Capital for Banks – Beyond Compliance
Download our brochure to explore how Algo Credit Regulatory Capital helps banks streamline compliance and optimize capital management.
Case Study
Gaining a Competitive Edge with the SS&C Performance Service
Streamline performance analytics with SS&C. Discover how a real estate firm transformed reporting for 55 funds and $33B in assets under management.
SS&C EVOLV: Integrated Risk and Finance
Streamline CECL compliance with SS&C EVOLV—an integrated risk and finance platform that enhances efficiency, transparency and reporting.
How to Align Your Population Health Strategy with the 5 CMS Strategic Objectives
Learn how to align your population health strategy with CMS objectives. Drive health equity and improved outcomes.
Institutional Grade Operations
Read our whitepaper to learn how to strengthen operations for optimized returns and reduced risk for pensions, foundations and endowments.
SS&C GlobeOp Solutions
SS&C GlobeOp: Comprehensive fund administration & outsourcing for private equity, hedge funds and more. Explore our full suite of global solutions.
Form PF Compliance Guide for Meeting the March 2025 Deadline
Get ready for March 2025 Form PF updates. Download SS&C's Form PF Compliance Guide for insights and compliance tips.
SS&C Analytics Reporting Service
Discover SS&C Analytics Reporting Service for on-demand performance measurements, streamlined data management and enhanced decision-making.
Bridging the Climate Risk Gap: Integrating Climate Risk into Risk Management Frameworks
Discover how to integrate climate risk into risk frameworks, address regulatory challenges and quantify risks effectively.
Algo Climate Scenarios for Transition Risk, Powered by CLIMAFIN
Advanced climate risk management solution: Achieve regulatory compliance, optimize portfolios, strengthen resilience with cutting-edge scenario analysis.
Video
Trends in Balance Sheet Management and Risk Interconnectivity
Leo Armer at SS&C Algorithmics dives into many industry topics such as climate risk management, generative AI and others with RiskMinds.
SS&C EVOLV Finance Hub – Credit Unions
Elevate your Credit Union’s finance operations with EVOLV Finance Hub, real-time analytics, automated reporting and seamless integration for efficiency.
SS&C AML Solutions
SS&C AML Solutions streamlines compliance with advanced technology, automating KYC/AML processes, reducing risk and ensuring global regulatory adherence.
The Growing Opportunity in Retail Alternatives
Discover why retail investors are embracing alternatives and how fund managers can capitalize. Download the whitepaper now.
eBook
Mitigating Resident Turnover: Leveraging Technology to Increase Resident Retention During Periods of High Turnover
Discover how to use technology to reduce resident turnover and boost retention. Learn practical tips and insights for effective property management.
Algo Pricing Library Toolkit
Unlock SS&C Algorithmics pricing with our Algo Pricing Library Toolkit. Seamlessly integrate advanced models using Python or C++. Download now!
Solving Data Challenges with SS&C Everywhere
Solve data management challenges. SS&C Everywhere helps you connect disparate systems and organize your data to make quick data-driven decisions.
SS&C FundHub AI
SS&C FundHub AI revolutionizes fund management with AI-powered insights, tackling unstructured data with 99-100% confidence for smarter decisions.
SS&C EVOLV Finance Hub
Elevate your bank's finance operations with SS&C EVOLV Finance Hub—real-time analytics, automated reporting & seamless integration for efficiency & growth.
Unlock Powerful Business Insights with SS&C Sightline's Scalable Business Intelligence Platform
Sightline's Data Integration, Data Transformation and Report Generation/Visualization capabilities enable businesses to securely perform their best.
Data and Digital Experiences Give Asset Managers a Competitive Edge
Learn more about SS&C's greatest value and how data and digital experience give asset managers a competitive edge.
Largest Disruptors in the Recordkeeping Space
Learn more about the largest disruptors that are going to affect the investor recordkeeping space in the US and how SS&C can help.
Algo Credit Manager, Powered by Intelligent Automation
The SS&C Algo Credit Manager solution, powered by Intelligent Automation, manages financial covenants more effectively and efficiently.
Get insights on financial growth and risk mitigation with SS&C through our whitepaper on data management and business intelligence tools.
Work with SS&C to Solve Your Data Challenges
Self-service allows employees to access and analyze data from multiple sources, increasing efficiency and preparing businesses for data-driven challenges.
Humans and Machine: The AI-Influenced Distribution Team of the Future
Learn how artificial intelligence tools like ChatGPT or machine learning could influence the day-to-day work of asset managers.
Work with SS&C to Remove the Burden of SHO Reporting
Read our guide to help you understand the newly introduced 13f-2 from the SEC. The new Form SHO discloses information relating to month-end short positions.
Get Compliant with Quarterly Statement Rule Reporting
Find out more about the Quarterly Statement Rule (QSR) for information regarding regulatory fees and expenses for private advisory funds.
SS&C Algorithmics - Risk-Aware Decision Making
SS&C Algorithmics is a technology‑powered solution for advanced financial risk management targeting banks, insurance companies and asset management firms.
SS&C Algorithmics for Credit Management - Credit LifeCycle
SS&C Algorithmics Credit Manager provides financial institutions with end-to-end support throughout the credit lifecycle, meeting regulatory standards.
FRTB Implementation: Key Insights and Learnings
SS&C Algorithmics shares key learnings on FRTB implementations and challenges facing banks between the choice of standardized or internal model approach.
SS&C Accord
SS&C Accord helps aggregate siloed data, deliver analytics needed to help investors and helps you make data-based decisions on alternative asset classes.
Article
FRTB: A Question of Strategy for US Banks
Risk.net and SS&C Algorithmics explores the global FRTB implementation landscape and its current state of play.
SS&C Sightline - On-Demand Web-based Business Intelligence Platform
Consolidates and visualizes data to eliminate silos and unlock insights.
Real Estate Solutions
SS&C services and solutions span the entire fund lifecycle and our real estate industry experts give you a competitive advantage.
Best Practices During Rising Interest Rates: How to Model ALM Deposit Funding Mix
Join experts from SS&C Algorithmics and d-fine for an exclusive online event designed specifically for Financial Services and Banking.
Unlock Your Investment Potential: The Key to Understanding Risk Profiles and Performance Contributors
Learn about the newly launched SS&C Analytics Reporting Service, that delivers financial risk and performance analytics as standard report packages.
SS&C Algorithmics for Credit Management - Limits and Exposure
SS&C Algorithmics for Credit Management empowers managers to more effectively identify, price, control and monitor credit risk across any asset class.
Algo Market Risk - Risk Management for the Future
Algorithmics Market Risk for Banks empowers financial institutions to evaluate, understand and supervise market risk across asset classes and risk components.
Vision 2027: Top Trends in Financial Risk Management
Learn about the top trends of 2024 in financial risk management ranging from intelligent automation, climate risk, cloud and much more.
Navigating the New Frontier in Infrastructure Investing
Unlock Infrastructure Potential Navigate post-2023 changes, embrace renewables, streamline with SS&C's solutions.
Can ChatGPT Unlock Better Investment Portfolio Selection
SS&C Algorithmics explores the potential of generative AI models like ChatGPT for investment portfolio selection.
Video Q&A with Andrew Aziz, Chief Strategy Officer and Head of Product, SS&C Algorithmics
Andrew Aziz, Chief Strategy Officer from SS&C Algorithmics shares steps for a more robust approach to ALM practices in 2024 in an exclusive interview.
Market Risk Management Product of the Year: Winner’s Interview with Andrew Aziz
SS&C Algorithmics wins Risk.net Markets Technology award for Market Risk Management Product of the Year for the Algo Market Risk solution.
Streamline Infrastructure Fund Administration
Simplify infrastructure fund administration easily: unique investor setups, complex assets, and diverse currencies managed efficiently.
Advanced Financial Risk Management & Regulatory Capital
See how your organization can benefit from market-leading financial risk, regulatory capital and performance management solutions from SS&C Algorithmics.
Effects of Interest Rate Induced Changes in Bank Deposit Structure on Performance and Risk, With Practical Application Utilizing SS&C Algorithmics ALM
Model for funding mix of term deposit versus non maturing sight deposit is used in dynamic earnings NII and economic value EVE balance sheet simulation.
SS&C Everywhere - Harnessing the Power
Say goodbye to data complexity and embrace seamless data management, including security, compliance and elevating decision-making processes.
5 Things to Do to Prepare for the SEC’s Enhanced Form PF Rules
Learn about SEC’s new Form PF Reporting requirements and how they will impact private equity firms, plus 5 things you can do now to get prepared.
How SS&C Tax BrightLine Complements Your Tax Advisor
The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.
Client Prioritization: The Key to Optimizing National Accounts
65% of national accounts leaders ranked prioritizing firms and platforms among their top five initiatives over the next year.
Getting to X: Understanding the Next Generation of Advisory Leaders, and How Asset Managers Can Meet Their Needs
Read more to learn about how this next generation of sales leaders engages with asset managers, and what they want out of those interactions.
Opportunities for Intelligent Automation in Lending Operations - Five Key Areas for Recognizable ROI
Explore how to stay competitive in real estate lending by making smart technology investments and using intelligent automation to boost efficiency.
Tax BrightLine for Regulated Investment Companies - Know Where You Stand in Real Time
Regulated Investment Companies have complex tax requirements that exhaust time and resources. Eliminate the strain of tax reporting and compliance.
SS&C Everywhere
Giving customers autonomy over data with the fusion of data, automation, and AI to accelerate business value, improve margins and mitigate business risk.
Dare to be Different - Challenge Assumptions to Optimize Distribution
How can firms maximize sales, deepen relationships with advisors, and optimize their people, products and other resources to optimize distribution.
Transform Financial Risk Processes With A Centralized Platform For Optimized Risk Management
SS&C Algorithmics helped a large European pension company provide a centralized data analytics platform through SS&C Algorithmics for Asset Management.
EMIR Transaction Reporting Services
This brochure looks at EMIR (European Market Infrastructure Regulation) transaction reporting requirements and the steps needed to comply with new changes
SS&C BenefiX Eliminates Issues Arising from Previous Oracle HCM EDI Implementation
Government HR department can now manage payroll, performance and employee benefits with one integrated benefits enrollment and administration system.
Research Brief
From Off-The-Shelf To Purpose Built: A Reimagined National Sales Model
wholesaling; sales management; territory design; talent management; business intelligence; asset management; distribution
An Asset Allocator’s Guide to ESG Investing Options, Strategies and Readiness
ESG is a topic of growing importance for allocators. Our eBook looks at why an ESG strategy should be considered in private investments.
Top Levers for Advisor Advocacy in 2023
Advisors recommend products to their colleagues an average of five times a explore how asset managers can increase the recommendations for their firm.
Ease the Pain of Form PF Compliance
Proposed Form PF changes at a glance understanding the complete rewrite of the form’s questions and regulatory reporting requirements and burdens
Calibrating KPIs to the New Sales Reality
Learn how how firms can ensure their key performance indicators (KPIs) accurately reflect and reward progress toward the firm’s business goals.
Don't Sleep on Email
Delivering bite-sized content advisors want; Maximizing impact with sharper messages; Using digital engagement data to maximize face-to-face interactions.
AIMA Fund Manager Briefing - SEC Proposed Form PF Changes: Are You Prepared for 2023?
Manage proposed changes in-house or outsourced; Timeliness of preparations and contingency planning; Ensure relevant teams are aware of details/changes.
Tax Services and Solutions for European Funds
Tax obligations of investment funds in the UK & EU can be complex keeping track while ensuring accurate filings poses operational burden on fund managers.
Unlock After-Tax and Operational Alpha through a Data-Driven Tax Strategy
Today’s market lacks technology driven tax insights. Manage tax exposure, and maximize returns, while meeting investor requirements and fiduciary duty.
ACG GeoHealth
New GeoHealth capabilities with the ACG® System. Utilize geographically relevant SDoH within your organization’s population health strategy
Centralization vs Decentralization: The Key to Optimizing Efficiency in Loan Operations
In Commercial Real Estate loan operations, which delivers efficiency and profitability: point solutions or an integrated strategic approach to technology?
Clear Cut Investment Returns Through Real Time Tax Management
Five Key Criteria for a Technology Solution and improving investment performance while reducing tax liability.
4 Capabilities Every Property Management Software Should Have to Increase Efficiency
Download this whitepaper to learn about the 4 key capabilities every property management software needs to have in order to boost operational efficiency.
SS&C's Fund of Funds Middle Office Services
Investing in hedge and private equity structures presents several operational challenges in data aggregation, accounting, valuation, and reporting.
Closing the Customer Knowledge Gap
Closing the customer knowledge gap is a top priority for asset managers and with the wealth of data now available it is within reach
Private Equity: Navigating a Shifting Landscape
What are the drivers of change in Private Equity and how should general partners adapt to this competitive landscape.
The Impact of IRS Schedules K-2 and K-3: What Investment Partnerships Need to Know
IRS schedules K-2 and K-3 bring an added layer of complexity to tax preparation, reporting and compliance. Prepare for the change.
Driving Alpha With a Tax Solution
SS&C Tax BrightLine is a technology-powered tax solution to help meet the operational demands of today’s regulations, client needs and help drive alpha.
The Rise of Renewables: Considerations for Managing Investment Risk
By 2050, sources such as solar and wind are projected to be consumed as much as other fossil sources. Recent trends support these future expectations.
Powerful Interface for Configuring Financial Risk Calculations
Brower based application to view, or configure risk parameters, and execute ad-hoc runs for buy-side and sell-side financial risk calculations and reports.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
SS&C Performance, Analytics & Risk
A full-service offering including calculations, data scrubbing and validation, issue resolution, reporting, ongoing support, as well as advisory services.
A Q&A Round-Up on Modern Loan Subledgers
Learn more about the functionality of a modern subledger, and how it can help your organization achieve efficiencies and actionable insights.
Tax Compliance, Reporting and Analytics – All in One Platform
Data and analytics for tax optimization strategies powered by today’s advanced technology and a rare combination of technology and expertise.
5 Reasons Investors and Managers Are Prioritizing Data Centers
Asset Managers are required to respond to investor questions, understand and implement new regulations, and be knowledgeable.
Defining a Successful CECL Implementation
Transform CECL compliance into CECL success with the only solution that holistically addresses the end-to-end reserving process.
What the SEC’s New Marketing Rule Means for Calculating and Presenting Performance
The SEC’s long-awaited Marketing Rule is here replacing decades of inflexible restrictions and the final compliance date is fast approaching.
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.
Qualitative Factors Under CECL
What is the qualitative adjustment, and what are the qualitative factors under CECL? Download this whitepaper to learn more.
Liquidity Risk Management - A Case for Broader Data/Model Integration
Liquidity monitoring and analysis have been integrated in the risk management process to analyze market, credit and liquidity risks in funds.
ESG Governance for Fund Managers: How to Do it Right
Preparing for constantly evolving regulations around ESG and industry challenges, governance mandates, and new launches.
Getting Up to Speed with IRS Regulations: Reporting and Transparency Requirements for Schedules K-2 and K-3
Listen as SS&C Algorithmics discusses best practices in the implementation of FRTB across jurisdictions including the role of cloud-based architecture.
Helping Asset Managers Find Opportunity Amidst Disruption
Research, data, analytics and consulting for asset managers to solve their biggest challenges and find opportunities amidst disruption.
What You Need to Know About SIMM 2.4
SS&C Algorithmics solution for SIMM compliance on OTC derivative activity with full coverage of sensitivities for all instrument types.
On-Demand Webinars
Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.
Untangling the Web: A Practical Approach to Modernizing Asset Management Distribution
The interdependent and complex nature of asset management distribution creates a challenge for those seeking to modernize, update, or overhaul.
How to Reduce Risk in AEOI Compliance
The complexities and misconceptions of AEOI compliance and the benefits of outsourcing AEOI compliance to alleviate the burden.
Getting Advisors to Choose Your ESG Products
The competition in the ESG field makes it difficult for firms to stand out. Discover strategies to get advisors to choose your ESG products.
What Advisors Expect Online Now
Digital experience matters more now. Advisors say offering a good digital experience is critical to making a firm easy to work with.
What Financial Advisors Expect from Model Portfolio Providers
Recommendations for asset managers looking to implement or improve their models business.
Remote Selling is Here to Stay: An Update on Advisors’ Views as the Pandemic Continues
Remote Selling is Here to Stay: advisors’ views as the pandemic continues. What can asset manager salespeople do to increase their chances with advisors?
Asset management distribution: a web of interdependencies. They key building blocks for asset manager success.
SS&C ESG Reporting At-A-Glance
ESG Reporting is driven by institutional investors' demand for transparency. Outsource the processing of data and alleviate the risk of Greenwashing.
ESG is Essential to Fundraising and Investor Retention
Learn why a standards-compliant ESG reporting capability has become critical for funds to compete today and the role a fund administrator can play.
What investors are looking for as part of ESG due diligence; Developing a road map for ESG integration and how to build a responsible investing committee.
UK Funds Distribution Q3 2021—Trends and How to Respond
UK Funds Distribution - Q3 2021 Long term trends and how to respond. Putting opportunity insights into action.
Building Confidence in Client Conversations about ESG
Building confidence in client conversations about ESG and the concerns preventing advisors from asking all clients about ESG.
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.
The Rise of ESG and Why It Matters to Everyone
SS&C is building an ESG solution to help managers with their ESG monitoring, reporting and regulatory compliance.
The Evolution of Commerce and Advice: Three Key Areas to Address in 2021 and Beyond
Read about how choosing the right platforms and operations can help you future-proof your business in the face of trends.
TEK2day Spotlight: The Evolving Insurance Industry
Evidence that alternatives and insurers are converging. Data-driven analysis around its impact. Read the report.
Solving Complex Needs to Drive Asset Growth
Discover how our Global Wealth Platform can help resolve common wealth management challenges, help attract new client assets and improve efficiency.
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.
Relationship Building Goes Digital
Wealth managers are adopting digital tools and technologies that help them service their clients and provide ways to strengthen relationships.
Product Trends "What the Future Holds"
While many are experiencing challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced is evident.
Funds of Funds: Automate Unstructured Data Collection from Managers
Download our infographic to learn how FundHub can help you automate unstructured data collection from managers and overcome those challenges.
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.
SS&C Emerging Managers Front-to-Back Solution
A front-to-back solution for emerging managers is an essential starter kit that enables you to attract investors, launch fast, and hit the ground running.
SS&C Data Services Solution
Learn more about SS&C Data Services and how it can help you import, aggregate and manage critical data. Spend more analyzing and acting on your data.
SS&C Client Testimonial - Baird
Listen in as our client describes the benefits of leveraging SS&C expertise and tools, such as Evare, to help scale their business.
Private Equity Wire’s Technology Summit Data Analytics Panel Discussion
What are the latest technology developments available to Private Equity groups to improve efficiency in data management?
BenefiX® - The Future of Employee Benefits Data Exchange
See how BenefiX simplifies the transformation, translating and transmission of employee benefits data to insurance carriers and administrators.
AIMA Gone to Texas - SS&C Presents: Data Aggregation, Enrichment and Reporting
Understanding the importance of data aggregation, enrichment and reporting for the alternative investments industry.
Worlds Collide: Insurance & Alternatives
Insurance companies and alternative investment managers are continuing to converge in the pursuit of higher yields.
The Opportunity in Opportunity Zones
What are QOZs and why are they so attractive to investors. A discussion of the benefits and nuances and more from a fund manager's perspective.
Strong Governance Demonstrated Through Operational Excellence - Where is Technology in Your CP86 Action Plan?
Our CP86 webinar looks at why the organisation of Irish fund management companies and self-managed investment companies should be happening now.
Streamlining Your Investor Onboarding Experience and Adding Transparency to Your Capital Raising Process
Learn how having a streamlined fundraising and digital investor onboarding process can help fund managers access committed capital quicker.
Shaking Up and Shaking Out: Bold Moves that are Transforming Asset and Wealth Management
Change is upon us. Rapid developments in our technology, society, and economy are shaking up the asset and wealth management industry.
SS&C's UK Distribution Intelligence - Q2 2021
Overview of market and sector trends; Fund of Funds; property; and sustainability and where to focus your distribution efforts for greatest gain.
Moving the Needle with Customer Experience: A Pathway to Sustainable Growth
Three key principles to shape that strategy, and deliver the types of distinctive customer experiences that will drive more business and more loyalty in all market environments.
Key Steps to Cost Effectively Growing Assets
Cost effectively growing assets: a definitive guide for asset managers navigating the technological and strategic opportunities of our new reality.
How to Digitize Your Investor Onboarding Experience: An Introduction to e-Investor
Would your firm benefit from a web-based tool that provides a logic-based approach to your complex subscription documents and AML/KYC requirements?
Fund Manager Briefing: Debt vs Equity Real Assets
What are the pros and cons of financing vs investing in real asset investments? Experts discuss the recent trends and challenges of each strategy.
Energy Risk Management: Managing the Uncertainty in Traditional Energy Sources
A panel of experts discuss the issues top of mind in the energy sector including, inflation, COVID pandemic, ESG mandates and supply chain interruptions.
Emerging Managers: Operational Considerations for Managing Risk
What are some of the operational nuances including cost containment and changes in valuations that EM’s should consider when starting a fund?
ESG Investing 2.0 – Environment, Social and Governance-Oriented Investments in a World With COVID-19
Watch our 3-in-1 webinar as our panel of experts explore the latest ESG compliance requirements and tools.
Dislocations in Valuations: Operational Reporting and Communications in a Market Correction
We examine what valuation specialist and auditors require to endorse valuations and the challenges fund managers face when reporting to investors.
Data Governance for Performance Measurement
In this webinar, we demonstrate the data governance framework in Anova and look at how it can be applied to the performance measurement process.
Alternative Funds: Addressing the Challenges of Data Aggregation and Automation with AI
Addressing the challenges of data aggregation and automation with AI. The challenges alternative funds investors face when it comes to unstructured data.
After the Storm: Charting a New Course through Uncertainty
Learn more about three key areas asset managers can focus on in the midst of disruption.
Podcast
Private Equity Fundraising in the New Decade
Listen Now
Industry experts explore the variety of asset-raising channels that are available to private equity managers in this new era.
Insurance Insights
Explore the implications of convergence between insurance and alternatives brought on by the persistent low yield environment.
The Use of Sales Enablement Technologies by Asset Managers Report Series
As a sales manager, you need your salesforce to spend more time building and nurturing relationships and selling and less time on everything else.
Learn what it takes to create and maintain a sustainable asset and wealth management organization – standing still is not an option.
Rightsizing Sales Organizations and Managing Territories
While there isn’t a single universal formula that works to determine whether a sales organization is ready for additional staff (or requires a reduction), there is a relatively simple way to make the determination once you apply the data.
Rethinking Sales Models
It can be overwhelming to try to evaluate all aspects of sales relationships all at once. But, you have to start somewhere.
Maximizing Distributor Relationships
Account-based marketing provides a framework and process for aligning resources on accounts with long-term growth prospects, demonstrated demand for products and services, tightly aligned strategies and plans.
How to Win Over ESG-Reluctant Advisors
Two in five advisors have used ESG strategies in client portfolios, but the rest have not. Learn How to Win Over ESG-Reluctant Advisors.
Four Ways to Set Up Your Digital Experiences for Success with the Next Generation: Digital Engagement Leaders 2019
Explore practical recommendations for delivering a customer experience that wins over the next generation of advisors and investors.
Driving Growth with Data-Driven Territories: Setting up Your Sales Team for Success
This report helps executives understand the process of running a formal, data-driven territory optimization exercise.
Digital that Makes a Difference
Digital experiences can make the difference in persuading advisors to choose—or keep—your products at every stage of the decision journey.
Connecting with the Next Generation of Advisors: What Advisors Do Online
This report examines what all advisors want as they learn about an unfamiliar manager or product, compare solutions, do business with and advocate for a firm.
Building a High-Performance Content Strategy
Nine of ten asset management marketing teams have a content strategy. Discover how to build a solid foundation for a high-performance content strategy.
Building Relationships & Advocacy Online
Learn how a strong digital strategy can deepen the relationship, and enhance the advisor’s value to the firm.
Attributes of Top Performing Sales Territories
Not only are these sales teams beating their competition in terms of gross sales at more high value offices, they are able to better retain assets at those offices.
Advancing from Scoring Leads to Tracking Customer Opportunity
Discover why traditional lead scoring falls short in today’s environment and how Customer Opportunity Scoring is taking the common task of identifying the best prospects for a firm to the next level.
Three Key Opportunities to Advance Advisor Relationships through the Home Office
This report leverages our latest survey of advisors about their home offices, as well as interviews with broker-dealer executives.
Total Return
Learn more about our fully integrated portfolio management, financial and partnership accounting for family offices and funds.
Streamline Unified Managed Account (UMA) Strategies
SS&C has demystified the operations and management of UMAs so you can deliver these very flexible structures throughout your product suite.
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 e-Investor: Surveys
Reduce risk, add transparency and create efficiencies; automate delivery, completion, submission and tracking of manager and investor questionnaires.
SS&C SmartSource for Insurers — Grow Your Business while Reducing Risk and Operating Costs with Automation and AI Technologies
SS&C SmartSource delivers an integrated suite of investment analytics, operations and accounting services through its Singularity cloud-based platform.
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 Insurance Advisory & Seminar Services
Having a partner with specialized knowledge in investment accounting, reporting and compliance enables insurers to free up staff for higher-value tasks.
SS&C SmartSource
Intelligent outsourcing solutions for middle and back-office services powered by today’s most advanced investment operations and accounting technology.
SS&C SVC (Securities Data Services)
Aggregate market data to deliver a single customized feed covering varied services, such as pricing, corporate actions and security master data.
Decisions Simplified, Operations Streamlined
The leader in insurance investment operations, SS&C delivers accounting, loan operations, client reporting and risk, performance and financial analysis.
SS&C GoCheck: Mitigate Operational Risk and Evidence Your Regulatory Compliance
SS&C GoCheck is an online task management platform that can be used to improve task performance and increase business success.
Pensions and Endowments
We offer modular and specific capabilities across your organization and our solutions gear towards the Investment staff, Operations, Accounting, Treasury.
Keeping Up Anti-Money Laundering and Fraud Detection Obligations
Going beyond watch and sanctions list matching, learn how SS&C takes it to the next step with ongoing transaction monitoring.
Scalable Investment Operations to Help Grow Your Business
Position your firm for growth with a comprehensive front-to-back office solution that automates key business activities and reduces operation risk.
