Tech It Up

Achieving operational Alpha is simpler than you may think… All You Need is a Plan. Join our hosts as they sit down with Karen Meehan and Patrick Mooney to dive into how you and your team can utilize the updated features of the October release to reach peak operational efficiency.

Guest Speaker:

Don’t let performance complexity hold your firm back.

Investment managers are diversifying across multiple asset classes and security types, adding complexity to performance analytics. Yet, many firms often rely on patchwork technology and legacy systems, leading to data silos and reconciliation headaches.

Tune in as we review the evolution of performance measurement, explore the challenges it presents, and discuss today’s tools and technologies that support modern performance, providing actionable insights for better decision-making.

Are you tracking investments in spreadsheets or starting out with limited accounting and reporting software?

Tune in to our latest Tech It Up episode, where we discuss the challenges startups and emerging funds face building out their investment operation from a back-office perspective. Together we discuss how a patchwork of disparate systems cobbled together can lead to operational inefficiencies, data inconsistencies, and increased operating expenses.

Join us as Aani Nerlekar, Vice President of Solutions Management & Sales Engineering at SS&C, and Stephen Ruane, Senior Director of Product Management at SS&C walk through some of the essential back-office considerations to help you avoid operational pitfalls, gain competitive footing in the industry, and build a scalable platform for long-term growth.

Links mentioned in this episode:

Blog: Bypass This Common Back-office Operational Hurdle

Whitepaper: Patchwork Doesn't Work Anymore

As the regulatory landscape continues to evolve in ways not seen since the 2008 financial crisis, understanding how to balance strategic investment activities with compliance demands is key.

Tune in to hear Joanne Kane, Chief Compliance Officer at SS&C, as she unravels the complexities of the current regulatory environment. You will gain insights into how these changes impact your business operations and strategies, and our continued commitment to helping clients manage risk and meet their compliance obligations.

From the high pressures of Wall Street cold calling to becoming the Founder and CEO of Sovereign Financial Group and goRIA, Chuck Failla joins us on Tech It Up to discuss his career journey and the increasing trend of advisors going independent.

We explore the driving forces behind this shift, the advantages it brings, the hurdles it presents, and most importantly, Chuck provides practical advice for those on the brink of making the leap. Moreover, we examine the game-changing role of technology and automation and how it has become an indispensable tool for small to mid-sized wealth management firms in a fiercely competitive market.

Whether you're an advisor contemplating the independent route or simply intrigued by the trend, be sure to tune in for an insightful episode.

Is your tech stack keeping up with industry demands?

As the industry trends towards more diverse offerings, especially among firms serving both institutional and private wealth clients, the demand for robust, adaptable technology is even more critical. Firms are grappling with revenue pressure, fee compression, and market segment shifts requiring greater customization. Given this, firms are evaluating their technology and operational workflows to enhance agility and scalability in portfolio management, without compromising quality.

Tune in as we explore these challenges and eight essential investment management capabilities for a modern investment platform.

In this episode of Tech It Up, we explore the world of alternative data, revealing how it is revolutionizing investment management. Together, we unravel the mysteries of the unique advantages it offers and its potential to drive firms ahead of the competition. Join us as industry insider Matt Carroll, Head of Data Lens Sales and Partnerships at SS&C, sheds light on the essence of alternative data, how it differs from traditional data used in reporting, and the momentum it's gaining in the finance sector.

Matt also discusses the barriers to wider adoption and introduces groundbreaking tools and technologies, including SS&C Data Lens. Whether you're new to alternative data or seeking to integrate data science into your firm’s DNA, this episode is a must-listen for anyone looking to stay competitive in the ever-evolving world of finance.

In this episode of Tech It Up, we delve into the cutting-edge enhancements to our asset management solutions, exploring key trends and innovations shaping the industry and our technology, such as tax-loss harvesting, increase in separately managed accounts, and operational transparency.

Rita Chiu, Managing Director of Product Management, and Al Castillo, Managing Director of Solutions Management, provide a glimpse into our strategic roadmap, emphasizing the shift towards a fully cloud-based delivery model through the Genesis Platform initiative. This conversation is more than an update; it's an in-depth look at how SS&C Advent's solutions are evolving to meet the industry's future demands.

Tune in to discover how SS&C Advent is leading the way in innovating emerging solutions to improve efficiency and address market needs, ensuring your business is not just prepared, but ahead of the future.

With mounting pressure to keep pace with demand for investor due diligence, today’s market is full of challenges to stay competitive. This is why the Geneva® team works tirelessly to ensure the platform continues evolving. Join John Berthiaume and Claire Fix as they dive into what enhancements make the April 2024 Geneva release so special.

Are you curious to learn how AI is shaping the financial industry?

Then don't miss out on this insightful conversation with industry leaders at the forefront of this transformation. The discussion covers a variety of topics, from a firm's primary concerns while implementing AI, to how it's leveling the playing field for smaller to mid-sized firms, and the potential for increased regulations.

Whether you're fascinated by the potential of AI, eager to learn future initiatives, or concerned about data quality or control, this episode is a must-listen.

Tune in now to gain valuable perspectives that could shape your firm's future.