Category Archives: SS&C

The top 5 challenges of investor onboarding and the need for digitization

The top 5 challenges of investor onboarding and the need for digitization

May 19, 2021 | Jonathan Marr, Sr. | SS&C

Investor onboarding in today’s environment is crucial; organizations are choosing to digitize their investor onboarding experience to create a solid, long-term, mutually profitable relationship with investors.

Today, if an investor wants to invest in a fund, they have to manually complete a subscription document. These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly. 

SS&C’s analysis finds that only about 20%of subscription documents are completed successfully on the first pass using traditional manual methods. This low success rate can be traced to five key challenges or obstacles that are inherent in the process:

The common challenges to increasing the life cycle of investor onboarding are:

• Document complexity—Increases time to complete and chances of mistakes.
• Data completeness—Slows down process, requires back and forth.
• AML collection—Slows down process, increases back and forth requests.
• Signature collection—Entity investors with multiple authorized signatories can delay processing.
• Process transparency—Monitor investor progress without manual follow-ups.

Read Full Blog Post

Blue Creek selects SS&C platform to automate investment processes

Blue Creek selects SS&C platform to automate investment processes

September 21, 2020 | Rebecca Delaney | Asset Servicing Times

Investment manager Blue Creek Capital Management has launched its operations on SS&C Technologies’ cloud-based front-to-back office platform Eze Eclipse.The platform was selected to automate Blue Creek’s investment processes for its China-focused fund.

Eze Eclipse provides market data, electronic trading connectivity, real-time exposure, profit and loss monitoring, and historical performance reporting through a browser experience.

Read Full Article

Clip: COVID-19’s Effect on Alt Investment Capital

Clip: COVID-19’s Effect on Alt Investment Capital

In this clip from our Inside the V(ALT) podcast featuring Chris Shaw, he and Stacy Chitty cover how various distribution channels were affected by COVID.

(Full episode available to subscribers only)

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

Clip: Retail Alts Product Evolution

Clip: Retail Alts Product Evolution

In this clip from our Inside the V(ALT) podcast featuring Chris Shaw, he and Stacy Chitty talk about changes in alternative investment products and the operational implications of the changes.

(Full episode available to subscribers only)

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

Clip: COVID-19 & Digital Fund Transactions

Clip: COVID-19 & Digital Fund Transactions

In this clip from our Inside the V(ALT) podcast featuring Chris Shaw, Stacy Chitty and he discuss fundamental changes in the move to digital operations and transactions.

(Full episode available to subscribers only)

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

Clip: Alternative Investments with Kyle Van Pelt

Clip: Alternative Investments, with Kyle Van Pelt

Watch Kyle Van Pelt, Solutions Manager at SS&C Black Diamond, and Stacy Chitty, Managing Partner of Blue Vault, discuss alternative investments on Inside the V(ALT).

Click here to watch the full episode.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

SS&C Technologies Inc. to Attend Blue Vault Bowman Alts Summit 2020

SS&C Technologies Inc. to Attend Blue Vault Bowman Alts Summit 2020

January 15, 2020 | Staff Writer | Blue Vault

Blue Vault is very pleased to have SS&C Technologies Inc. (SS&C) commit to attend its sixth annual “Blue Vault Bowman Alts Summit 2020” (the Summit) March 10-12 in Atlanta as a bronze level event sponsor.

The alternative investments market demands exceptional agility, timely and informed decisions, flawless execution and strict compliance with complex regulations. SS&C’s unique combination of technology, services, and expertise provides the support needed to master this challenging arena. 

As investment firms are making the strategic decision to focus on their core business and outsource some or all of their technology and operations, SS&C offers the full spectrum of options: from secure, cloud-based technology hosting, to co-sourcing specific workflows, to full outsourcing of operational processes. Their experts will tailor the right combination of outsourced solutions and services to suit any business strategy and budget.

SS&C employs a disciplined and highly focused acquisition strategy to increase the breadth and depth of its products and services, and capitalize on evolving market opportunities.

Since 1995, SS&C has acquired 50+ businesses with products, services, and technologies in existing or complementary vertical markets with more than 22,000 employees worldwide. SS&C Technologies placed 10th on Fortune’s 2019 100 Fastest-Growing Companies list. For more information, visit www.ssctech.com.

»»»

At the Summit, registered investment advisors and independent broker-dealers alike will hear from the industry’s top asset managers, gain insight from due diligence experts, and new this year, learn about the latest alts-focused technology from fintech firms attending the Summit’s AltsTech Forum.

SS&C and other fintech providers will give presentations and demonstrations March 11 about how their technology platforms are delivering real results, making efficiency a top priority. There will be panel discussions to address current issues and challenges needing solutions. Additionally, providers will showcase their products at the Forum and answer questions about how to integrate their products and services into an advisory practice. Follow the latest event happenings via hashtag #AltsSummit2020. For more information on the Summit, visit https://summit.bluevaultpartners.com.

An Influential Fintech Line-Up to Advance New “AltsTech Forum”

An Influential Fintech Line-Up to Advance New “AltsTech Forum”

December 4, 2019 | Blue Vault staff writer

Technology is quickly changing the landscape for wealth advisors who use alternative investments. To truly understand what best-in-class technology has to offer the alternatives investing space, Blue Vault is extremely pleased to add an AltsTech Forum to next year’s sixth annual Blue Vault Bowman Alts Summit.

With an all-star line-up of technology providers already committed to attend* and more on the way, agendas are currently being developed that will break down and prioritize the discussion to the real heart of the issue, which is to create building blocks to advance solutions for wealth advisors needing help with more efficient ways to process alts investments.

Blue Vault is very pleased to have Angie Fisher of CIM Group lead a team of technology specialists to create the value-packed AltsTech Forum agenda.  Securities attorney Kirk Montgomery, KAM, and technology experts Amber Wallner of Black Creek Group and Jeff LaFayette of Bluerock are collaborating with Fisher to tap into the fundamental issues needing to be addressed.

What can you expect? The industry’s most advanced technology professionals have committed to attend and participate by giving presentations and demonstrations about how their tech platforms are delivering real results, making efficiency a top priority.  There will be panel discussions to address the various issues, as well as challenges, currently needing solutions.  The providers will also be exhibiting to further showcase their solutions and answer questions for attendees.    
 
The AltsTech Forum will be running simultaneously but separately with the traditional product presentation sessions.  Creating dialogue with industry peers and advancing the discussion to find solutions is the purpose of the Forum. 
 
“We think this dual track creates a much richer environment for the attendees,” said Stacy Chitty, Blue Vault managing partner. “While product presentations are being delivered in one room, tech solutions will be advanced in the other.  We’re excited about the participation commitments we’ve received so far.  While technology has lagged in the alts space in the past, technology cannot be ignored or lag anymore.”
 
Stay-tuned as we continue to roll out the details of the AltsTech Forum. Follow the latest event happenings via the hashtag #AltsSummit2020.

*As of December 4, the following professional services providers have committed to attend and exhibit at the Summit: AIX, Artivest, Boing Dynamics, BNY Mellon/Pershing, Centersky, Docupace, Envision Financial Systems, iCapital, Riskalyze, SS&C /ALPS, and WealthForge.

In case you missed it, Blue Vault recently hosted a webinar titled, “How is Technology advancing Alternative Investments?” Moderated by Angie Fisher of CIM Group, panelists included Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalyze, and Kevin Zwick of WealthForge. To visit that one-hour webinar, click here.