SS&C to acquire CRM software provider Salentica

SS&C Technologies will acquire customer relationship management (CRM) software provider Salentica. Canada-based Salentica will become a platform partner to the firm’s Black Diamond wealth platform and so provide more support to SS&C – such as its Global Wealth Platform. The latter recently went live at Seattle-based Smead Capital Management. Dave Welling, managing director and co-general […]

East West Bancorp deploys cloud-based risk solutions from SS&C

East West Bancorp is implementing SS&C’s integrated risk and finance solution, Evolv, to manage reserving under current US GAAP and new CECL accounting standards. The solution is delivered in the cloud. The contract was signed with Primatics Financial, a subsidiary of SS&C. “Preparation for CECL is critical for our business,” Sharon Cheung, controller at East […]

Dai-ichi Life Vietnam Fund Management live with SS&C’s Portia

SS&C’s Portia platform now supports middle and back office operations at Dai-ichi Life Vietnam Fund Management. Portia is a long-standing investment management solution. It came SS&C’s way in 2012 via the acquisition of the Portia business from Thomson Reuters. SS&C paid $170 million for it. Dai-ichi Life was looking for “a proven investment management solution […]

SS&C’s Global Wealth Platform live at Smead Capital

Seattle-based Smead Capital Management has gone live with a new wealth management platform – Global Wealth Platform (GWP) – provided by SS&C Technologies. The solution is delivered in the cloud. GWP replaced Smead Capital’s legacy solution supplied by a third party. SS&C says Smead Capital was looking to increase automation “simply and cost-effectively” and to […]

Boston Trust selects SS&C for outsourcing services

Boston Trust & Investment Management Company has selected SS&C Technologies’ Advent Outsourcing Services for hosting and data management. As part of the agreement, SS&C will provide portfolio accounting and reporting, trade order management, compliance and revenue management via products such as Advent Portfolio Exchange (APX), Moxy, Advent Rules Manager, and Advent Revenue Center. Kenneth Pickering, […]

Alpima to implement new digital advisory platform from SS&C

London-based advisory firm Alpima has selected SS&C Technologies’ APX and Moxy solutions to underpin its digital advisory business. APX is an integrated, front-to-back office portfolio and client management solution. Moxy is a centralised trade order management system. SS&C says the contract was preceded by a “thorough analysis”. Pierre Mendelsohn, founder and CEO of Alpima, comments […]