ViewPoint
 
NEWS - INSIGHTS
October 2020
 
 
 
 
 
 
Family office technology

How to build for growth

Family offices are typically established to professionalize and improve control of a family’s wealth management. Many expand into a hub providing multigenerational long-term planning, succession prepping, and wealth preservation. The sector as a whole seems set to flourish, however individual organizations are under pressure to meet the demands of their client families. If single and multi-family offices are to meet these demands, while still containing operating costs, a sophisticated technology infrastructure is essential. Read the whitepaper.
 
 
 
 
 
 
SS&C ADVENT
 
Hedge fund diversification
 
Do new asset classes hold the golden ticket to growth? Is investment diversification the solution for new sources of risk-adjusted returns? In his latest blog, Roger Woolman discusses how hedge funds can set themselves apart in what has become a highly competitive and crowded marketplace. Read more.
 
 
 
 
 
 
Mass affluent growth leads progress in scalable solutions
 
Stig Olsen discusses how the distribution of wealth across Singapore is driving growth in the mass affluent investor segment, and how this will have repercussions on how wealth managers run their business. 
Read the article.
 
SS&C ADVENT
 
 
 
 
 
 
SS&C ADVENT
 
Transforming the remote implementation experience
 
Building rapport and trust with clients is crucial. After a sale is complete, a project planning workshop offers the first opportunity for our professional services team to facilitate engagement with new clients. Read the blog.
 
 
 
 
 
 
Rise of co-sourcing as client needs change
 
Daniel Leader discusses how this year’s shift to remote working has uncovered key-person risk that organizations were unknowingly exposed to, and how co-sourcing solutions have proven to be more than beneficial to document and streamline all processes within a firm. Read the article.
 
SS&C ADVENT
 
 
 
 
 
 
Fund distribution in the Nordics

The power of a flexible operating model

The Nordic fund markets are among the most attractive in the world. But with competition and market complexity on the rise, industry participants must adapt their operating models if they are to differentiate their services and maintain a competitive edge in a changing landscape.
 
 
 
 
READ THE REPORT
 
 
 
 
 
 
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