SS&C Technologies: Distribution Technology Trends (virtual panel)

Distribution Technology Trends Virtual panel: “Scaling Engagement with Technology”  (Unlimited attendance from participation firms) Wednesday, November 8th, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution […]

SS&C Technologies: National Accounts Roundtable (NYC)

National Accounts In-person event in NYC for Heads of National Accounts (Limited to one attendee from each participating firm) Wednesday, November 28th, 2023 8:00 a.m. – 12:00 p.m. Eastern Keynote […]

Making Data Work – Instead of You Working on Data

Learn to harness the true potential of data with our upcoming webinar, "Making Data Work - Instead of You Working on Data," Tuesday, December 19th.     In this session, […]

2024 Global SME Forum

DoubleTree by Hilton London - Tower of London, 7 Pepys St, London EC3N 4AF, United Kingdom , United Kingdom

About this Global SME Forum: We are kicking off a multi-forum topic that we will pursue into 2025.  While we don’t want to make these about “Artificial Intelligence”, unlike at […]

WalletShare Activity Consortium Webinar – SS&C

Webinar

As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders: Are Financial Advisors taking […]