Stellus Capital Management, LLC的动态

We are delighted to share a new campaign of our fund administration services that highlights Avanath Capital Management, LLC.?Avanath was launching a new open-end-fund and desired external expertise to help manage the fund.?In addition, they wanted a partner who shared their commitment to technology and innovation. After years of discussing ways to partner, our administration solution offered Avanath with the perfect combination of accounting expertise and increased data transparency to help serve their business and LPs. As Wesley Wilson, CFO of Avanath, put it: "You will always need human capital, but technology brings accuracy. It brings efficiency. It brings transparency. It changes how people can interact with the data they're providing." See the first comment to read more about our partnership →

The future of investor onboarding is digital. Streamlining this process through digitization "enables fund managers to simplify document delivery, fulfillment and submission, helping to establish a positive relationship with the investor," writes my colleague, Teddy Bavuso, in his latest SS&C Technologies blog. With SS&C's Investor Services, the days of cumbersome paperwork and lengthy onboarding processes are behind us. Now, it's all about enhancing client satisfaction and operational efficiency. Read the full piece here:

???? ???? ?????????? ??????????????, ?????? ?????????? ???????? ?????? ???????????????????????? ???????????????????? ??????? ?? At Pretim, our data-first approach guides asset managers through the digitization process. ?? We achieve this by establishing aggregated investment data as the foundation for robust capabilities in reporting, bookkeeping, goal-based planning, and investment fee insights. ?? Let's discuss further! Which of these challenges do you find most pressing in the digitization journey of asset managers? Share your insights below! ?? #WealthManagement #AssetManagement #DigitalTransformation #Fintech #Innovation #ClientExperience #WealthTech #Pretim https://lnkd.in/e_hwG7zn

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. https://bit.ly/3YIN6Le With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

Today's asset managers are leveraging technology to tailor investments, optimize data, and enhance performance insights. By letting Archer handle the operational tasks, your team can stay focused on managing investment portfolios, building client relationships, and scaling your business. https://hubs.li/Q02Kvx-g0

Asset management offers numerous benefits for individuals, businesses, and organizations by optimizing the use, maintenance, and value of assets. #assetmanagement #financialcompliance #operationalefficiency #centralizedata #axium

?????????? ?????????????????? ?????????????????? ?????????????????????? ???????? ?????????????? - ?????????????????????????? ?????? ???????????????????? ???? ?????????????????????????? ?????? ???????????? ??????????????. After more than a decade of successful Simcorp implementations for asset managers, asqin is proud to announce our formal partnership with SimCorp. This exciting collaboration marks an important milestone in our shared commitment to delivering exceptional value, insights, and operational control to our clients in the financial sector. SimCorp is a global leader in investment management technology, providing a comprehensive suite of services, software and solutions for the financial industry. With over 50 years of experience, SimCorp enables asset managers, banks, and other financial institutions to simplify their operations, empowering them to make the best decisions for their clients. Their flagship platform, SimCorp One, is trusted by leading financial organizations worldwide to optimize their front, middle, and back-office operations. This partnership is a natural evolution of our longstanding relationship with SimCorp. For years, our team at asqin has worked closely with SimCorp, staying updated on the latest developments and actively participating in their events. Now, as a recognized SimCorp partner, we’re able to offer our consultants direct access to the SimCorp Academy, enabling us to deepen our expertise and bring more innovative solutions to our clients. Our partnership with SimCorp aligns seamlessly with our core values: Curiosity, Drive, Sharpness, and All-In. These values motivate our consultants to go beyond the standard, ask the critical questions, and continuously improve. This partnership not only empowers our junior consultants to grow into future leaders in the industry but also strengthens our ability to support our clients with the deep sector expertise that defines asqin. “asqin was founded on the belief that collaboration—with our clients, partners, and each other — is at the heart of meaningful, sustainable growth,” said Erwin Tak, Partner at asqin. “This partnership with SimCorp reflects our commitment to working alongside the best in the industry, ensuring we deliver the highest level of insight and operational effectiveness to our clients.” Through this partnership, we continue our journey to be trusted advisors and “critical friends” for our clients, helping them achieve greater efficiency, insight, and control. As we grow, we remain dedicated to our mission of offering our clients hands-on expertise, genuine support, and measurable impact. We look forward to an inspiring partnership that will deliver tangible results and lasting value for our clients.

Asset management offers numerous benefits for individuals, businesses, and organizations by optimizing the use, maintenance, and value of assets. #assetmanagement #financialcompliance #operationalefficiency #centralizedata #axium

Should asset managers outsource technology solutions or invest in developing them in-house? The reality is there is no one-size-fits-all approach. Each firm must evaluate its specific needs, capabilities, and long-term goals to determine the most effective approach - either by replacing or augmenting their existing systems with more agile and interconnected solutions. Learn more in our recent blog which explores three things a COO should consider when approaching technology transformation: https://lnkd.in/eNkmHTY4 #FINBOURNE #innovation #technology

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