The Black Diamond Wealth Platform is readying new integration options to the advisory platforms of custodian providers TD Ameritrade, Schwab, Fidelity and Pershing in an effort to ease the operational burden on investment advisors that need to streamline account openings and automate document delivery, officials say. Developers supporting the wealth management platform from SS&C Technologies… Read More >>
Drilling Down on SS&C’s Acquisitions in 2018
(For the securities operations industry, last year saw many key mergers and acquisitions in several sectors: financial services firms, financial technology vendors, service providers and even between firms and vendors. A major provider to the securities industry, SS&C Technologies had its share of acquisitions, adding DST Systems, Eze Software, CACEIS North America and Intralinks to… Read More >>
SS&C Releases Updates for Advent Offerings
Financial software and services vendor SS&C Technologies has just released version 18.2 of the SS&C Advent enhancements for Advent Genesis, Geneva, Advent Portfolio Exchange (APX), Moxy, Syncova, Tamale and Tradex, adding more accounting functions and support for financial reporting, officials say. The new features and functions, which will support clients with locally deployed or outsourced… Read More >>
SS&C Aims Singularity at Industry-Wide Ops Problems
SS&C Technologies has been quietly laying the groundwork for a single-platform initiative, dubbed Singularity, that will target investment operations and accounting. While the effort has had a soft launch this year, a more formal debut is slated for next year. “We’ve done a soft launch selling it to specific customers where it’s a good fit…. Read More >>
Cyber-Security Is a Big Ops Concern: Q&A
(FTF News interviewed Steve Steffy, director of operations at Trilogy Global Advisors during the SS&C Deliver customer conference of SS&C Technologies in Las Vegas last month. Based in Winter Park, Fla., Trilogy is a boutique firm that specializes in emerging markets equities. Trilogy’s portfolios are a mix of both traditional growth companies and early-stage growth… Read More >>
Vendors Must Understand What Clients Want: Q&A
(At the SS&C Deliver customer conference of SS&C Technologies in Las Vegas last month, FTF News got the chance to interview Steve Steffy, director of operations at Trilogy Global Advisors, based in Winter Park, Fla. An SS&C client, Trilogy describes itself as a specialist emerging markets equity boutique firm. Two years ago, the vendor published… Read More >>
SS&C Acquires Eze Software to Reinvent Investment Ops
SS&C Technologies is buying Eze Software from private equity firm TPG Capital in an all-cash transaction of $1.45 billion and will be incorporating Eze’s offerings into SS&C’s services and front-to-back office suite of transaction processing systems, officials say. “Our clients are focused on reinventing their organizations. The addition of Eze Software aligns with our strategy… Read More >>
SS&C Updates Sylvan Performance Measurement Platform
Sylvan 7.04 Offers Data Visualization & Customizable Analytics SS&C Technologies, a financial services software and systems vendor, has just released Sylvan 7.04, an updated, cloud-based performance measurement and attribution platform that the vendor says will “easily communicate the value of active strategies to clients and internal stakeholders.” The updated Sylvan system is intended to provide… Read More >>
SS&C Adds Key Tools to Geneva & Black Diamond Systems
SS&C Targets Key Client Bases with Expanded Offerings Investment systems, software and services vendor SS&C Technologies has launched an exception management and workflow solution for the Geneva platform that includes exception query tools, workflow configuration, an exception dashboard, a manager dashboard, and task management tools, officials say. The new offering got its official unveiling at… Read More >>
Some Firms Still Favor Manual Client Reporting: Survey
SS&C Survey Focuses on Client Reporting Investor clients are demanding more data from financial services firms but many firms are still relying on manual processes to pull together reports, according to a report sponsored by SS&C Technologies, a financial services software and services vendor. The survey results uncovered that while 100 percent of respondents say… Read More >>
