Are you prepared for the T+1 deadline on May 28, 2024?

Listen to our latest Tech It Up episode to learn how T+1 is impacting our clients. Our guest, Paul Thomas, SS&C Advent Relationship Manager, recently helped moderate a virtual focus group with over 170 clients to discuss their transition plans and readiness.

Paul provides potential implications, challenges, and opportunities from this mandate, including insights from the session. The discussion covers everything from automation and operations to timestamps and third-party reliance. Whether your firm is in the planning, testing, or implementation phase, this episode is sure to guide you in your preparations.

So, what are you waiting for? Tune in to our latest Tech It Up episode and prepare for the T+1 deadline!

Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.

This story takes us from the Vegas Strip to Wall Street boardrooms, Chicago courthouses, and the halls of Congress.

In today's dynamic regulatory landscape, staying compliant is not just an option; financial firms must mitigate risks and safeguard their reputation. To shed light on this crucial topic, we invite you to join our recent podcast episode featuring Martin Orbach, VP, Head of Product for SS&C RCI, and Kyle Fleming, Senior Manager of Product Management for SS&C Black Diamond.

During this insightful conversation, Martin and Kyle delve into the intricacies of regulatory compliance, addressing key concerns for financial advisors, such as electronic communication surveillance, active versus passive compliance strategies, and the tools available to manage risk effectively.

Listen to the podcast now!

During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.

The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

Tune in for this thought-provoking discussion!

Join us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024.

Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.

A combination of rising rates, a lot of dry powder, and banks enforcing stricter requirements is causing private credit to grow at an incredible pace. Tune into this episide as we dig into the details of what is driving this growth, and discuss how SS&C Advent is making a difference in this space with the new SS&C Loan Data offering.

The Geneva team works year-round to move the platform forward, ensuring it keeps pace with changing business requirements, market pressures, and new product offerings. Simultaneously, we continue to leverage new technologies and look for ways to streamline workflows, eliminate manual steps, and deliver an efficient and differentiated user experience. Listen as Brant Snyder, Director, Product Management, and Niamh Kerrigan, Director, Relationship Manager, discuss how these updates will help to future proof your business.

With the emergence of easily accessible trading platforms and robo-advisors, there’s no question that investment managers are navigating a complex and evolving ecosystem. Firms must make strategic decisions to stay competitive and provide the most value to their clients. Given this, firms are evaluating:

To assist our clients in answering these questions, SS&C Advent partnered with Institutional Investor to survey the investment management community.

Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.

If you're curious about the latest developments in SEC regulations and how they're impacting the investment management industry, check out our recent podcast episode featuring Karen Barr, the President and CEO of the Investment Adviser Association (IAA). During the episode, Karen provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry. Don't miss out on this informative discussion with an industry leader.

In November 2022, the SEC issued new rules that dictate how firms can market hypothetical performance, case studies, testimonials, and other promotional materials. In this month’s episode of SS&C Advent’s Tech It Up podcast , Bree Pollard, Director at the ACA Group , shares practical advice on navigating the 2023 SEC Exam Priorities. The conversation explores:

Join hosts, Join Trent Berry, and Jasmin Conner for an in-depth conversation with real-world applications.