

Behind the Innovation
May 30, 2024
Rita Chiu and Al Castillo discuss cutting-edge enhancements in asset management solutions, focusing on tax-loss harvesting, separately managed accounts, and operational transparency. They highlight SS&C Advent's shift to a cloud-based delivery model through the Genesis Platform, leading innovation in efficiency and market needs.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Recent Releases and Enhancements in Portfolio Management and APX
03:09 • 2min
Exploring Enhancements in Automation and Managed Services
05:15 • 2min
Discussion on upcoming releases and evolving trends in investment management
07:27 • 3min
Customizing Services and Enhancing User Adoption in Managed Services
10:52 • 7min