FTF News

  • Sign-Up for FTF Email Alerts
  • Login
FTF NEWS
Subscribe Now
  • Home
  • News
  • Events
  • Awards
  • Research
  • FTF SERVICES
  • Podcast
  • Bull Run Blog

Harbor Capital Advisors Implements Geneva Managed Services

January 24, 2024 by Eugene Grygo

Harbor Capital Advisors Implements Geneva Managed Services

Asset manager Harbor Capital Advisors implemented Geneva Managed Services from SS&C Technologies last month and will be using application programming interfaces (APIs) to integrate Geneva with the firm’s deployment of the SS&C Eze OMS (order management system), officials say. The Geneva offering helps firms manage asset classes and multi-currency portfolios via a single system. The… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Data Management, Industry News, Ops Automation, Digital Transformation, FinTech Trends, Back-Office Tagged With: back office, data management, managed services, Securities Operations, SS&C Advent

SS&C Advent Updates Key Offerings

December 2, 2020 by Eugene Grygo

SS&C Advent Updates Key Offerings

While clients of the SS&C Advent line of solutions are implementing the latest product updates, SS&C Technologies reports that it is seeing an acceleration of long-term customer trends such as the embrace of cloud computing and outsourcing as a result of the pandemic-induced lockdown, market volatility, and economic challenges. The offerings just updated — Advent… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Artificial Intelligence, FinTech Trends, Integration, Standards, Performance Measurement, KYC, Industry News Tagged With: Advent Geneva, Advent Portfolio Exchange (APX), Financial Technology, SS&C, SS&C Advent, SS&C Advent Outsourcing Services, SS&C Technologies

Black Diamond Upgrades Links to Schwab’s Custodial Platform

August 18, 2020 by Eugene Grygo

Black Diamond Upgrades Links to Schwab’s Custodial Platform

SS&C Advent’s Black Diamond Wealth Platform is offering more digital access to the Schwab Advisor Center custodial platform via IT integration links that help end-users eliminate paper-based processes, save time, improve accuracy, and move faster toward digitizing their workflows, officials say. Schwab and SS&C’s Advent have been serving mutual clients “for more than 30 years,”… Read More >>

Filed Under: Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Settlement, General Interest, Governance, FinTech Trends, Back-Office, Integration, Standards, Performance Measurement, KYC, Industry News Tagged With: automation, back office, Black Diamond Wealth Platform, broker dealers, Charles Schwab, data management, operations, registered investment advisor, SS&C Advent

SS&C: Client-Facing Data Must Be Ready Sooner

August 7, 2019 by Eugene Grygo

SS&C: Client-Facing Data Must Be Ready Sooner

(Editor’s note: Al Castillo, senior director, solutions management, Advent Outsourcing Services (AOS), has an idea why there is a major move to cloud-based managed services among SS&C Advent’s customer base. “As such, it’s an easy decision to pivot the deployment responsibility to a provider that has the knowledge and experience — and we’re seeing this… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), Artificial Intelligence, FinTech Trends, Back-Office, Integration, Standards, Opinion, Q&As, Performance Measurement, KYC, Regulation & Compliance, Regulatory Reporting, Industry News Tagged With: Al Castillo, back-office processes, Best Outsourcing Provider, cloud computing, data quality, downstream processes, Q&A, SS&C Advent

SS&C Advent’s Moxy & APX Get New Data Links

June 5, 2019 by Eugene Grygo

SS&C Advent’s Moxy & APX Get New Data Links

SS&C Technologies Holdings, Inc. has created a new layer of data integration between its Advent Moxy trade order management system (TOMS) and Advent Portfolio Exchange (APX) offerings that will allow end-users to set up automatic, real-time synchronization of common data that will let front- and back-office staff work from the same, current information. The data… Read More >>

Filed Under: Derivatives Operations, Derivatives Processing, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, FinTech Trends, Back-Office, Integration, Standards, Performance Measurement, KYC, Regulation & Compliance, Regulatory Reporting, Industry News Tagged With: APX, client valuation, Moxy, post trade, product enhancements, reporting, Robert Roley, SS&C Advent, upgrade

Voters Reward Disruptive & Established Providers via FTF Awards

May 15, 2019 by FTF News

Voters Reward Disruptive & Established Providers via FTF Awards

NEW YORK CITY —  A mix of disruptive and established technology providers have made the winner’s circle of the FTF News Technology Innovation Awards (the FTF Awards), which Financial Technologies Forum (FTF) is revealing today. For instance, for the Best Artificial Intelligence (A.I.) Initiative, the winner is Synechron while TCS BaNCS and its Quartz effort… Read More >>

Filed Under: FTF Bull Run Blog, Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Buy-Side, Case Studies, Clearing, Corporate Actions, Data Management, Industry News, Mergers & Acquisitions, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), Artificial Intelligence, FinTech Trends, Back-Office, Blockchain/DLT, Integration, Standards, Contributed Pieces, Opinion, Minding the Gap, Q&As, Performance Measurement, KYC, AML/Fraud/Financial Crime, Regulation & Compliance, Cybersecurity, Derivatives, Regulatory Compliance, Regulatory Reporting, Economic Sanctions, Social Media, Industry News, People Moves, FTF Exchange Podcast Tagged With: Broadridge, DTCC, Eagle Investment Systems, Electra, Factset, FIdelity, FTF Awards 2019, FTF News Technology Innovation Awards, John Lunny, Murex, NICE, NRI, Numerix, Quartz, RIMES, SimCorp, SimCorp Coric, SIX, SmartStream, SS&C Advent, StatPro, Synechron, TCS BaNCS, technology providers, Tom Carey, Torstone, triReduce

Firms Want Scalability via Cloud-Based Ops: Q&A

August 21, 2018 by Eugene Grygo

Firms Want Scalability via Cloud-Based Ops: Q&A

(Some financial services firms are still reluctant to hand over control of key aspects of back-office operations, says Al Castillo, senior director, solutions management at SS&C Advent, in his recent interview with FTF News. However, the scalability that the cloud provides usually wins them over. Castillo is responsible for the North American cloud delivery and… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Middle-Office, Ops Automation, Outsourcing, Risk Management, Settlement, FinTech Trends, Back-Office, Blockchain/DLT, Integration, Standards, Opinion, Q&As, Regulation & Compliance, Regulatory Compliance, Regulatory Reporting Tagged With: Al Castillo, Best Outsourcing Provider, cloud computing, cryptocurrency, FTF Awards 2018, FTF News Technology Innovation Awards 2018, outsourcing, SS&C Advent

SS&C Advent Updates Key Offerings

June 13, 2018 by Eugene Grygo

SS&C Advent Updates Key Offerings

SS&C Advent has unveiled product enhancements for its key offerings: Geneva, Advent Portfolio Exchange (APX), Moxy, Tamale and Tradex, adding capabilities for scalability, greater data access, and measures to streamline compliance, say vendor officials. The updated offerings of the 18.1 release are generally available today and “were released to existing clients earlier this quarter,” says… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Middle-Office, Ops Automation, Reconciliation & Exceptions, Risk Management, FinTech Trends, Back-Office, Integration, Performance Measurement, Regulation & Compliance, Regulatory Reporting Tagged With: Advent Portfolio Exchange (APX), compliance, data management, Geneva, MiFID II, Robert Roley, SS&C Advent, streamline compliance, Tamale, Tradex

FTF News Unveils Winners of 2018 FTF Awards

May 16, 2018 by FTF News

FTF News Unveils Winners of 2018 FTF Awards

Providers of established and cutting-edge technologies such as blockchain ledgers and artificial intelligence are getting the spotlight in the winners’ circle of the annual FTF News Technology Innovation Awards for 2018, the eighth time that Financial Technologies Forum (FTF) has recognized achievements in the securities operations industry. Other than the Editor’s Choice award, qualified industry… Read More >>

Filed Under: Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Clearing, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Reconciliation & Exceptions, Risk Management, Settlement, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), Artificial Intelligence, FinTech Trends, Back-Office, Blockchain/DLT, Performance Measurement, KYC, AML/Fraud/Financial Crime, Regulatory Compliance, Regulatory Reporting Tagged With: Broadridge, Cheryl Nash, DTCC, Eagle Investment Systems, Electra, Fannie Mae, FTF News Awards, FTF News Technology Innovation Awards 2018, IHS Markit, Johan Toll, Michael Alexander, Murex, NEX, NICE Actimize, Nomura Research Institute, RIMES, SimCorp Coric, SimCorp Dimension, SIX, SS&C Advent, StatPro, Torstone Technology, TriOptima

2018 Predictions: Hackers Will Hit Harder Than Last Year

January 11, 2018 by Eugene Grygo

2018 Predictions: Hackers Will Hit Harder Than Last Year

(Editor’s Note: Cybersecurity concerns are high on almost every prognosticator’s list and several of them are predicting that things are only going to get worse for the securities industry.) “Unfortunately, we won’t be surprised to see another Equifax-like situation happen in 2018,” says Robert Roley, senior vice president, managing director and general manager for SS&C… Read More >>

Filed Under: Securities Operations, Corporate Actions, Data Management, Industry News, Operational Risk, Ops Automation, Risk Management, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), Standards, Opinion, Q&As, KYC, Cybersecurity, Regulatory Compliance, Social Media, Industry News Tagged With: Abacus Group, Chris Grandi, CISO, Cybersecurity, FINRA, GDPR, General Data Protection Regulation (GDPR), Robert Roley, SS&C Advent

  • Home
  • FTF SERVICES
  • News
  • FTF Bull Run Blog
  • Contact
  • Events
  • Privacy
  • About
  • FTF Research Institute
  • Awards
  • Terms
  • Buyer’s Guide
  • Reprints

Follow Us

Copyright © FTF News 2019 Financial Technologies Forum LLC

Join FTF
Premier Today!

Already a Member? Click here to Login

Unlimited FTFNews.com article access
FTF Special Reports
Digital issues of FTF Focus Magazine
Video Interviews
Podcasts
Weekly News Alerts
Discount on FTF Conferences and Events
Discount on FTF Training Seminars
Print Issues of FTF Focus Magazine
Annual delivery of printed FTF Buyer's Guide
Online Trial
Try FTF Premier
Online
$1
For 4 Weeks
 
 
 
 
FTF Premier FULL
FTFNEWS.COM
MEMBERSHIP
$10$120
PER MONTHPER YEAR
FTF ON DEMAND
TRY FTF PREMIER ONE
ARTICLE AT A TIME
$1.99
AND UP
$1.99 PER ARTICLE
$9.99 PER REPORT
$9.99 PER ISSUE
 
 
 
 
 
 
 

Join FTF
Premier Today!

Already a Member? Click here to Login

Unlimited FTFNews.com article access
FTF Special Reports
Digital issues of FTF Focus Magazine
Video Interviews
Podcasts
Weekly News Alerts
Discount on FTF Conferences and Events
Discount on FTF Training Seminars
Print Issues of FTF Focus Magazine
Annual delivery of printed FTF Buyer's Guide
Online Trial
Try FTF Premier
Online
$1
For 4 Weeks
 
 
 
 
FTF Premier FULL
FTFNEWS.COM
MEMBERSHIP
$10$120
PER MONTHPER YEAR
FTF ON DEMAND
TRY FTF PREMIER ONE
ARTICLE AT A TIME
$1.99
AND UP
$1.99 PER ARTICLE
$9.99 PER REPORT
$9.99 PER ISSUE
 
 
 
 
 
 
 
  • Home
  • News
  • Events
  • Awards
  • FTF Research Institute
  • FTF SERVICES
  • Bull Run Blog
  • Email Alerts
  • Log In
  • My Account
  • Log Out