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Cheevers & Co. Opts for Cloud-based OMS

August 4, 2015 by Eugene Grygo

Cheevers and Company, a Chicago-based institutional brokerage firm, has gone live with SS&C MarketTrader as its order management system (OMS) via the cloud as a way to stay on top of its growing business, say vendor and firm officials. Officials at Cheevers say MarketTrader will enable the firm to “operate more efficiently at every step… Read More >>

Filed Under: Securities Operations, Outsourcing, General Interest, FinTech Trends, Back-Office, Integration, Industry News Tagged With: Cheevers and Company, cloud, SS&C Technologies

SS&C: ‘Sunsetting products upsets your client base’

July 30, 2015 by Eugene Grygo

Editor’s note: Earlier this month, SS&C Technologies, which offers financial services firms software and software-enabled services, completed its $2.63 billion acquisition of Advent Software, a vendor of software and services for investment management firms. Advent has more than 4,300 customers including asset managers, hedge funds, fund administrators, prime brokers, family offices and wealth management advisory… Read More >>

Filed Under: Securities Operations, Buy-Side, Mergers & Acquisitions, Middle-Office, General Interest, FinTech Trends, Back-Office, Opinion, Q&As, Regulation & Compliance, Industry News Tagged With: Advent Software, FATCA, SS&C Technologies

‘SS&C Evansville’ Expands to Accommodate 300 New Jobs

July 29, 2015 by Eugene Grygo

SS&C Technologies, a financial services software and services vendor, will be expanding its presence in Evansville, Ind. as it prepares to move into a new office and plans to hire for positions in fund accounting, software development, and customer support, officials say. SS&C Evansville supports hundreds of clients that range in size, structures and strategies… Read More >>

Filed Under: Industry News, People Moves Tagged With: SS&C Technologies

Q&A with Advent and SS&C: ‘It’s amazing how money talks’

June 30, 2015 by Eugene Grygo

Editor’s note: This is another in a series of stories about SS&C Technologies and its acquisition of Advent Software. In mid-June, the U.S. Department of Justice cleared SS&C Technologies Holdings’s pending $2.7 billion cash acquisition of Advent Software, which was announced in February. When asked if this action means that the acquisition was going to… Read More >>

Filed Under: Securities Operations, Buy-Side, Industry News, Mergers & Acquisitions, Ops Automation, Opinion, Q&As, Industry News Tagged With: Advent Software, cloud computing, compliance, corporate actions, data management, performance measurement, risk management, SS&C Technologies

Advent Software to Undergo Cultural Changes

June 17, 2015 by Eugene Grygo

Advent Software will be going through some cultural changes once it officially becomes part of SS&C Technologies either during the current quarter or the third quarter of this year, says Pete Hess, president and CEO of Advent Software, in an exclusive interview with FTF News. Hess and Bill Stone, chairman and CEO of SS&C, spoke… Read More >>

Filed Under: Mergers & Acquisitions, FinTech Trends, Q&As, Industry News Tagged With: Advent, culture, M&A, SS&C Technologies

Albion Financial Group Embraces Cloud-Based Reporting

June 17, 2015 by Louis Chunovic

SS&C Technologies, a Windsor, Connecticut-based provider of financial software and software-enabled services, reports that Salt Lake City-based Albion Financial Group, a registered investment advisor with $900 million in assets under management, has selected its cloud-based client reporting solution. The SS&C solution, known as the Investment Management Intelligence Cloud, “aggregates data [from front, middle and back-office… Read More >>

Filed Under: General Interest, Industry News Tagged With: client reporting, cloud computing, compliance, SS&C Technologies

Eckelmann Rejoins SS&C Technologies

April 2, 2015 by Louis Chunovic

SS&C Technologies Holdings, Inc., a provider of financial services software and software-enabled services, reports that Samuel D. Eckelmann has rejoined the Windsor, Conn.-based company, where he was previously managing director, as vice president, strategic software development. The software architect and consultant is a 30-plus-years veteran, and has “performed numerous engagements for the world’s top financial… Read More >>

Filed Under: Industry News, People Moves Tagged With: accounting, CFTC, compliance, data management, Dodd-Frank, SEC, SS&C Technologies

HITE Asset Management Sidesteps Vendor Hassles

October 8, 2014 by Ryan Boysen

When James Jampel founded HITE Asset Management in 2004 with $1 million in start-up capital, tinkering with back-office systems and processes wasn’t exactly at the top of his to-do list. Jampel and the employees who later joined HITE wanted to focus on one thing: investing. It’s fitting, then, that a decade later HITE has become… Read More >>

Filed Under: General Interest, FinTech Trends, Integration, Industry News Tagged With: Bob Moitoso, EMS, Eze Castle Software, FIX, front-to-back solution, fund administration, GlobeOps, Hedge fund, HITE Asset Management, James Jampel, OMS, SS&C Technologies, vendor

The Winners’ Circle for the FTF Awards

May 27, 2014 by Eugene Grygo

The Winners’ Circle for the FTF Awards

Cynthia Meyn, executive vice president for operations at bond fund manager PIMCO, was voted Ops Business Person of the Year as part of the FTF News Technology Innovation Awards 2014. In addition, entrepreneur Stephen Marsh, founder and CEO of Smarsh, the email and social media compliance provider, was chosen FinTech Person of the Year while… Read More >>

Filed Under: Securities Operations, FinTech Trends, Minding the Gap Tagged With: Bart Chilton, CFTC, Cynthia Meyn, FTF News Technology Innovation Awards 2014, PIMCO, Smarsh, SS&C Technologies, Steven Marsh

SS&C Launches REIT Servicing Group

April 29, 2014 by Louis Chunovic

SS&C Technologies, a provider of financial software and software-enabled services, reports that it has established a real estate investment trust (REIT) servicing group. Noting its more than a decade of experience in mortgage REIT accounting and reporting, SS&C officials say the new group’s focus is on the expanding area of residential mortgage-backed securities and commercial… Read More >>

Filed Under: General Interest, Industry News Tagged With: SS&C Technologies

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