麻豆AV

SS&C Blog

Our thought leadership on financial & health technology solutions. Read the latest on industry trends, newest product features, and how to optimize your workflows for results.

Showing results for Asset Management

Bridging the Reporting Gap Through Smart Technology

From AI Awareness to AI Transformation

Why Continuous Learning Requires a Different Approach

Bonus Share Programs in Retail Alternatives 鈥� Is Your Firm Ready?

Taking Tokenization from Concept to Capability

Integrated Data 鈥� A Key Building Block of Operational Workflows

4 Key Priorities for Advancing Retirement Income

Modernizing Operations in the Evolving Life and Pension Landscape

Evaluating Alternative Investment Data Management Solutions

Why Mutual Fund-to-ETF Conversions Keep Gaining Ground

Maximizing Securities Claims for Hedge Funds

UK Contact Centre Forum 2026 Results

Why FTR Management Is Really a Data Problem

Unpacking the 2026 Proposed Form PF Amendments

Choosing the Right Retail Alternatives Fund Structure

Why Middle-Office Data Integrity Has Become a Strategic Imperative

Is Prescriptive Selling Having Its Moment?

Launching an ETF Is Easy. Scaling It Isn鈥檛.

Leveraging Frontier Models in Valuation Control Functions

How Middle Office Outsourcing Is Changing for Fund Managers

Fixed Income VCAs Demand More Than Back Office Support

What鈥檚 Driving Adoption of Alternative Investment Data Platforms

Why Enterprise AI Needs Open Governance Standards Now

Reflections on Future Counterparty Credit Risk Modeling Challenges

Navigating the Five Cs in Private Credit Risk Management

Guardrails or Gates 鈭� Structuring AI Governance to Drive Growth

Choosing the Right AI Partner in Financial Services

SMA Prioritization in 2026 and Beyond

The Transformation of Alternative Investment Data Management

Growth Era of Indian AIFs 鈭� Why the Right Compliance Partner Matters

Enterprise-Grade Risk Reimagined for Firms of Any Size

40 Years of Building Technology for Financial Services and Healthcare

AI-Powered Post-Trade 鈭� Rethinking Repo Workflows

Lift-Outs as a Strategic Lever for Asset Management CFOs

The Six Pillars of Retirement Income Program Oversight

AI, Experience and the Next Era of Institutional Infrastructure

How SMA-to-ETF Conversions Are Reshaping Operating Models

Top Performing Territories 鈭� How are they Different?

Retirement Income Solutions 鈥� 2026 Outlook

How the PSLRA Reshaped Securities Litigation Over 30 Years

From Cost-Cutting to Strategic Scalability

Static vs. Dynamic 鈥� Are You Missing Real-Time Client Opportunities?

Evaluating Fixed Income Pricing Vendors

How Asset Managers Are Evolving to Grow and Retain Insurance Clients

Smarter Technology as a Catalyst for Asset Management Growth

Preparing for AIFMD 2.0 and the Impact on Annex IV Reporting

The Middle Office Revolution Driving Modernization

4 Operational Considerations for Insurers Investing in Private Credit

Advancing Distribution in Asset Management

It鈥檚 Time to Get Personal 鈥� The New Era of Financial Wellness

The Next Chapter in Private Markets Growth

Redefining Growth in Asset Management

Sales Enablement Drives Success in the Evolving Distribution Landscape

The Road Ahead for Private Investments in Defined Contribution Plans

You Don鈥檛 Have to Be Wrapper-Agnostic to Win over Advisors

Maximizing Alpha by Harnessing Data for Securities Action Recoveries

Don't Let Retirement Assets Fade 鈥� The Power of Streamlined Rollovers

What Today鈥檚 Insurers Expect from Their Asset Managers

Good Service Reacts. Great Service Anticipates. Agentic AI Delivers

Why You Should Separate Your Custodian and Fund Administrator

What the Maturity Curve Means for Your Next Infrastructure Decision

How to Recognize Reactive IT in Your Organization

What Is IT Maturity and Why Does it Matter in Financial Services?

In-House or Lift-Out? Uncover Hidden Operational Costs

What are Mutual Fund Managers Doing to Get an Edge in Market Share?

The Rise of Retail Alts 鈥� Market Trends and What It Means for Sponsors

What are Heads of Product Strategy & Management Thinking About?

Achieving Transformation in Asset Management

Outdated and Unsafe 鈥� Time to Rethink the Retirement Rollover Process

Balancing Access and Alignment for Financial Advisors

Tech Lift-Outs 鈥� A Smarter Path to Digital Fund Operations

Widening the Lens on TA 鈥� Cost Optimization vs Cost Management

Greater Access to Private Investments is Reshaping the Market

Why Transfer Agency in Asia is a Growth Catalyst for Asset Managers

A New Era in Transfer Agency 鈥� Beyond Cost-Management Towards Growth

Why Account Management Beats Sales-First for Advisor Satisfaction

How Artificial Intelligence is Transforming Retirement Services

ETFs Aren鈥檛 Always a Focus in Talks 鈥� But Still Essential in Strategy

Reimagining Customer Service Through Lift-Outs

Powering Growth in Retirement Services 鈥� Tech-Forward Partnerships

Not All RIA Aggregators Are Equal 鈥� Sales Strategy Must Reflect That

Lift-Outs 鈥� A Winning Strategy for Operations

Leveraging the Promise of Generative AI for Financial Risk Management

3 Ways SS&C Can Help Asset Managers Win More Insurance Mandates

Three Takeaways from SS&C鈥檚 SMA Roundtable

2024 鈥� Growing Connected Recordkeepers And Retirement Income Solutions

Navigating Private Wealth Distribution in a Changing Market

Capitalizing on M&A Momentum in Fund Management with Lift-Outs

Two Initiatives Where National Sales Leaders & National Accounts Agree

How Do Returns from Crypto Compare to Stocks and Bonds?

Will 2025 Be a Year of Change for Crypto?

The Growing Complexity of AML and KYC Compliance

Evolving Retirement Solutions for a Changing World

Evolving Business Intelligence in Asset Management Distribution

Outsource the Middle Office to Gain Competitive Agility

ETFs in APAC 鈥� Unlocking the Capabilities of Transfer Agency

AEOI Regulatory Inquiries 鈥� Expert Insights for Financial Institutions

Outsourcing Your Transfer Agency 鈥� An APAC Perspective

How Sales Coverage Changes With the Rise of RIA Aggregators

New 2025 Form PF Rules 鈥� What Private Fund Advisors Need to Know

Hybrid Fund Models 鈥� A Trend that Requires Thought Leadership

Unlocking Business Opportunities through Climate Risk Management

Creating a Seamless Global Transfer Agency Model

Data as a Competitive Advantage in Banking Amid Regulatory Pressures

ABA Annual Convention Highlights 鈥� Navigating the Future of US Banking

Data is the Key to Success for Hedge Funds

Health Care Costs in Retirement 鈥� Why a Holistic Approach Matters

Technology Solutions and Lessons Learned from T+1 Transition

Private Equity Reigns Supreme in 2025 SS&C Intralinks LP Survey

Tokenization is Essential for Asset Managers to Stay Competitive

Focus on Core Business Activities with SS&C FLEX

Building Investment Products Around Gen Z鈥檚 Preferences

Adding Value 鈥� Balance Effort & Results with Advisor Practice Content

The Power of Collaboration in Retirement Income Solutions

Climate Risk 鈥� What Does it Mean for Financial Risk Management?

What Makes the Upcoming Generations Tick (Tok)

Three Steps to Kick-Start New Data Implementation

Outsourcing the Mailroom for Faster Processing and Enhanced Efficiency

SS&C Deliver 2024 鈥� The Art of Finance and the Soul of New Orleans

Why Tokenization Is Key For Retail Asset Managers

Product Strategies Align

Overcoming the Operational Challenges of Investing in Private Markets

Proactively Minimizing the Impact of Fee Changes

Focus on Core Competencies with Business Process Outsourcing

Growth for Interval and Tender Offer Funds Likely to Continue

Launching an Interval Fund 鈥� 5 Important Audit and Tax Considerations

Technology for Liquidity Enables Faster Experiences

Greater Efficiency and Expertise Drive Outsourcing Decisions in Asia

M&A Growth Prompts Asset Managers to Maximize Compliance Savings

AML & Beneficial Ownership Regulation Changes 鈥� What You Need to Know

What Factors are Driving Your Market Share?

Overcome the Accountant Shortage with Technology-Based Consulting

Focus on Core Competencies by Leveraging Technology Solutions

Converting SMAs to ETFs鈥擴nlocking the Full Value of Your Client鈥檚 SMA

Building a Compliance Program Focused on Investor Protection & Agility

Operational Challenges for Family Offices

Bundling TA and Fund Accounting Streamlines Operations

Data and Digital Experiences Give Asset Managers a Competitive Edge

Common Pitfalls of a Sales Enablement Strategy

Streamlining Operational Processes with SS&C Concierge

Is Your Legacy Retirement Platform Holding You Back?

Leverage Technology and Expertise with the Right Outsourcing Provider

Private Markets 鈥� Moving Up the Value Chain

Industry Experts Can Help Asset Managers Stay Ahead

Can Your Insurance Investment Accounting Platform Scale as You Grow?

The Great Wealth Transfer Is Driving Family Office Trends

Data Management, Visualization and the Insights Evolution

Family Offices Continue on a Growth Trajectory

OTC Derivatives Moving to T+1 Settlement Cycle

Assessing Climate Risk Exposure in Your Portfolios

Navigating the Evolving Asset Management Landscape

Past Experiences Drive Strong Future Outsourcing Partnerships

Outsourcing Preferences in the UK and Europe

Funds of ETFs 鈥� A New Risk Management Conundrum?

Validate Your Most Important Numbers with a Shadow Servicing Solution

Democratizing Private Credit 鈥� Interval/Tender Funds

4 Reasons Why Life & Annuity Reinsurers are Flocking to Cayman

Celebrating Women and Diversity in FinTech Leadership

Past Success Motivates Increasing Outsourced Functions

At the Intersection of Distribution: Third-party ETF Distributor

Open Architecture & APIs 鈥� Are You Asking the Right Questions?

Interval Fund or Non-Traded BDC? 鈥� Choosing the Best Vehicle

Why Do Banks Fail and What鈥檚 Next? 2023 Lessons and Predictions

A Closer Look at ESG Investment and Managerial Performance Results

A Guide for Asset Managers Starting an Interval Fund

Why Currency Hedging is Hard (and Getting Harder)

Lift-Outs and Their Growing Importance

Exchange Traded Funds: A 30-Year History

Designing the New Workplace Model

A-tisket, A-tasket, a Custom ETF Basket鈥擯assive, Active & Semi-Transparent

Evaluating the Evaluations Vendors: Benchmark Study

GMP Comparison of Male and Female Scheme Members