Insights
Plain explanations of how savings plans, robo-advice, fund distribution, onboarding checks and Advent governance work, for the people who run them.
SS&C Advent APX Maker-Checker: Four-Eyes Control
How firms running SS&C Advent APX add maker-checker approval, segregation of duties and a full change history without replacing APX or buying new APX seats.
Read the articleMutual Fund Netting for a Fund Distribution Platform
How a fund distribution platform nets subscriptions and redemptions into one order per fund, then gives every investor units at one executed NAV.
Read the articleMarket News Investors Read Inside Your App
Why brokers and investment apps gain from short, sourced market news in English and Arabic, covering US equities and the Saudi Exchange, with no advice.
Read the articleLaunching a Robo Advisor: A Checklist
What a bank, broker or wealth manager should think through before launching a goal-based robo advisor, from suitability and portfolios to onboarding.
Read the articleKYC and AML Onboarding for Investment Firms
How investment firms can design a digital KYC and AML onboarding flow, from identity document and chip checks to sanctions and PEP screening and review.
Read the articleHow an Employee Savings Plan Works
How an employer-sponsored savings plan works, from payroll contributions and the employer match to vesting ladders, leavers and payroll file checks.
Read the articleWant to see any of this running?
A short call with our team, in English, with sample data.