How to Avoid These 3 Pitfalls of Digital Transformation December 3, 2021 | Karen Astley | SS&C The pressure to create efficiencies along with the pace of quickly evolving new technologies—including process automation and RPA to reduce human effort and artificial intelligence to guide processing and read documents—is driving digital transformation across industries. There are,…

Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems November 30, 2021 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced the development of a direct data connection with UMB Fund Services…

UMB issues industry report on U.S. private debt market November 30, 2021 | UMB Fund Services The private debt market has come into its own over the past decade. Once a small and obscure asset class, the market’s meteoric rise has benefited from a low interest rate environment, institutional capital backing and heightened EBITDA valuations…

Latest survey on Global Investor Reporting Software Market is conducted to provide hidden gems performance analysis...

CAIS appoints Head of Data November 16, 2021 | Hedgeweek Alternative investment platform CAIS has appointed George Davies, PhD, as its new Head of Data. Based in the Company’s New York office, Davies will report to Shane Williams, Chief Technology Officer. “We are delighted to welcome George to this newly created position,” says Williams. “George’s…

Wealth Engineering Deepens Its Exclusive Partnership With AIX November 8, 2021 | Alternative Investment Exchange The Wealth Engineering Family of Companies (WE) and Alternative Investment Exchange (AIX) today announced that they have deepened their long term partnership with the renewal of AIX as the exclusive provider of its alternative investment ecosystem for the WE network…

Dynamic Balance Sheet Modeling for Business Planning September 21, 2021 | Jordan Taylor | UMB The pandemic has caused an abundance of uncertain times. It’s becoming repetitive to talk about, but it’s of major importance for the banking industry. At one point, it looked like things were getting back normal, but then a new variant…

Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons November 1, 2021 | SS&C As the world of data continues to expand exponentially, so do the challenges around compliance. Playing catchup isn’t a linear pursuit. Every day you lag behind costs you more than a day to make up. Our short whitepaper…

Three key considerations for a successful turnaround August 6, 2021 | Ginny Housum Ginny Housum, senior vice president and workout specialist at UMB Bank, was recently recognized by the Turnaround Management Association (TMA) Minnesota for her work as trustee on a successful turnaround that included the stabilization and asset sale of a 90-unit senior care…