Presentationpanel Discussionroundtablelabmonday 4 Hour Lablecture

PresentationPanel DiscussionRoundtableLabMonday 4 hour labLecture

Session Titles:

Focus:

2017 SEC Hot Topics: Custody, Form ADV & Performance Books and Records

A View from the Hedge Fund C-Suite

Accounting for Fixed Income Instruments & Loans – Conceptual Overview*

Advanced Automation in APX

Advanced Automation in Axys

Advent Data Solutions: Today, Tomorrow and Beyond

Advisor Change Agents: Innovations in Client Experience

Advisory Solutions Showcase: Integration Network

An Introduction to Anova Compliance and Anova Aggregator

An Introduction to Sylvan

An Update on SS&C's Regulatory Services

Announcing “Project Watchdog”

Announcing Salentica Elements CRM on Salesforce

APX & Moxy, Give Us Your Feedback!

APX, Axys, and Moxy Open Lab

APX, Moxy & AOS Peer to Peer Technical Roundtables

APX/Axys Advanced Report Writer Pro Master Class*

Industry Insight

Industry Insight, Geneva

CAMRA, MAXIMUS, Geneva, Axys

APX

Axys

Geneva, Data

Industry Insight, Black Diamond, APX, Axys

Black Diamond, Axys, APX

Anova

Sylvan

Regulatory Services

Geneva

Black Diamond, Axys, APX

APX, Moxy

APX,Axys, Moxy

APX, Moxy, Advent Outsourcing Services

APX, Axys

Ask the Experts - Meet our Fund Administration Managers

Automating Performance Processing in Axys

Automating Your Workflow in Moxy

Automation and Integration Solutions from Advent Services

Axys Maintenance Best Practices LECTURE

Benefits of Cloud Hosted Anova Performance

Black Diamond Link: Connection to the Cloud (APX and Axys)

Black Diamond’s Next Gen Rebalancer

CAMRA, The Longer View

CAMRA: Ask the Experts

CAMRA: Getting your Data Out

Client Panel Discussion - Advent Outsourcing Services

Creating and Managing APX Group Rules

Curated Discussion with Geneva Services Experts

Custom SSRS Reports: Advanced Techniques and Best Practices*

Cybersecurity Incident Response – How to Respond to a Breach

Data Vizualization and Analysis Simplifed

Delivering Results for Today's Complex Performance Requirements

Empower Your Borrowers with Loan Information Online

Extending CRM Reporting in APX

Freezepoints, Lockdowns and Snapshots in Geneva

Fresh Ideas for Attracting Top Clients

Geneva & World Investor – Accounting Update and Geneva Experts Panel

Industry Insight

Axys

Moxy

Advent Services, APX, Moxy, Rules Manager

Axys

Anova

APX, Axys

Black Diamond, Axys, APX

CAMRA

Advent Outsourcing Services, APX

APX

Geneva, Advent Services

APX

Industry Insight

PORTIA

Sylvan

Precision LM

APX

Geneva

Industry Insight, Black Diamond, APX, Axys

Geneva

Geneva & World Investor – Technical Peer to Peer Roundtable

Geneva Infrastructure Planning and Performance Optimization

Geneva Open Lab

Geneva World Investor: Designing Fund Structures and Period Processing

Geneva: Today, Tomorrow and Beyond

Getting Data Out of Geneva

GIPS 20/20

Home Mortgage Disclosure Act: Meeting the New Requirements

Increase Efficiency with Centralized Corporate Action Lifecycle Management

Geneva

Industry Insight, APX

Real Assets

SWIFT

Industry in Transition: Retention Strategies for Advisors

Innovation Hour - Advisor Hackathon Finale

Insight- A New Way to Present Performance Analytics

Institutional Trading Trends and Issues

Introducing e-Investor for Electronic Document Processing

Introducing FundHub

Introduction to Bank Debt in Geneva

Introduction to Customizing SSRS Reports in APX Parts 1 and 2

Introduction to GWP

Introduction to Performance Measurement in Geneva

Introduction to Swaps in Geneva

Introduction to Workflow Manager*

Investment Policies & Robo Features

Investor Considerations with Alternative Investments

Managed Data Collection Services - An Overview & Roadmap

Zoologic, Nervanix, APX, Axys

Black Diamond

Regulatory Services

FIXLink, MarketTrader, Antares

Regulatory Services, e-Investor

Regulatory Services

Geneva

APX

Global Wealth Platform

Geneva

Global Wealth Platform

Industry Insight

Evare

Managing Global Investments in APX Parts 1 and 2

Managing the Investment Lifecycle

Managing Your APX Position Reconciliation Workflow Parts 1 and 2

Monitoring User Activity and Data Changes in APX

Moxy for the Operations Team

Moxy Troubleshooting Tips LECTURE

Moxy: Using Advanced Strategies to Adjust Positions

New Regulatory Filings and Implications for Your Firm

Optimize Geneva with Advent Services

Outsourcing Trends in Middle Office

Overcoming challenges in Corporate Actions Processing

Overview: Introducing the SS&C Learning Institute Senior Fellows

APX

CAMRA

APX

Moxy

Regulatory Services

Advent Services, Geneva

GoTrade

PORTIA

Zoologic, Nervanix, Black Diamond, APX, Axys

Panel Discussion – Support for Closed-End Funds & Greater Transparency w/GWI)

Panel Discussion – Trends in Asset Management – Are you Ready?

Panel Discussion: Rebalancing & Order Creation, The Power of Advent Genesis

Peer-to-Peer Roundtable: Making CAMRA Connections

Performance Processing for Composites in APX

Performance Processing for Composites in Axys

PORTIA with Recon & Sylvan

Power Your Client Communication with Black Diamond

Precision LM Database Structure*

Geneva

Geneva, Industry Insight

Moxy, Advent Genesis

CAMRA

APX

Axys

Portia, Recon, Sylvan

Black Diamond

Precision LM

Precision LM in Action

Precision LM

Precision LM: Process for Yields and Deferred Revenue

Precision Product Roadmap

Real Estate Managers Increasingly Outsource Fund Administration

Recon and Evare Client Roundtable

Reconciliation and Exception Management for Advent clients - Delivered the Way You Want

Regulatory Update

Report Builder Lab: Become Your Firm's Expert

Rules Manager: Understanding Limit Rules and Relevance

Running Model Strategies in Moxy

SS&C Debt & DerivativesTM Platform Overview

SS&C Debt & DerivativesTM Structuring Tips for OTC Derivatives

Seamlessly Upgrade Your Advent Product Suite

Show me what is new! Part 1: Precision LM Asset Management

Show me what’s new! Part 2: Precision LM Accounting

Simplify Your Future with Advent Outsourcing Services for Geneva

Simplify Your Future with Advent Outsourcing Services for the APX Suite

SS&C Trading Tools

SS&C's New Risk Portal

SSRS for CAMRA*

SSRS for Precision LM*

Streamline Portfolio Construction & Rebalancing w/Advent Genesis

Streamlining Settlement with DTCC and Moxy

Tax Basis: Concepts and Deployment*

Precision LM

TNR

Evare, Recon

SS&C Recon, APX, Geneva

Industry Insight, Geneva

Black Diamond

Rules Manager, Moxy

Moxy

Debt & Derivatives, CAMRA

Debt & Derivatives

Advent Services, APX, Moxy, Rules Manager

Precision LM

Advent Outsourcing Services, Geneva

Advent Outsourcing Services, APX

MarketTrader, Antares, FIXLink Order

Regulatory Services, SS&C Risk Solutions,

GoTrade

CAMRA

Precision LM

Moxy, Advent Genesis

Moxy

CAMRA

The Changing Regulatory Environment - PWC Presentation The Cloud Comes of Age in Capital Markets: The Buy-Side View The Efficient Advisor in Black Diamond

The Future of Exception Management Solutions

The Future of Wealth Management Technology

The GWP & Pacer Roadmap

The Level 5 Fiduciary

The Next Generation Operating Models for Alternative Investment Managers The Peer to Peer Roundtable Discussions, Part 1 The Peer to Peer Roundtable Discussions, Part 2

The PORTIA Roadmap

The Power of CRM: Managing Clients Effectively and Growing Your Business

The Reporting Roadmap: Vision FI

The Sylvan Roadmap

Thinking of Hosting or Outsourcing your Operations? Tips to Streamline Your CAMRA Upgrade Experience Today, Tomorrow & Beyond with APX & Moxy Trends in the Tax World

Trends with Direct Loans and Mortgage Funds Troubleshooting Performance Reporting in APX Troubleshooting Performance Reporting in Axys Understanding Your Firm’s Valuation and Why it Matters US Regulatory: ETF Workshop

Using Report Batch Process in Geneva

Industry Insight

Black Diamond

Evare, Recon

Industry Insight, Black Diamond, APX, Axys

Global Wealth Platform, Pacer

Zoologic/Nervanix, Black Diamond, APX, Axys

Industry Insight, Geneva

Industry Insight, APX

PORTIA

Industry Insight, Black Diamond, APX, Axys

Varden

Sylvan

PORTIA

CAMRA

APX, Moxy

Industry Insight, Insurance AM

Loan Services, Hedge, PE

APX

Axys

Industry Insight, Black Diamond, APX, Axys

CAMRA

Geneva

Using the Import/Export Function in Axys

Axys

Using the Import/Export Utility in APX Parts 1 and 2

APX

Using Trade Views to Manage Your Workflow in Moxy

Moxy

Vision FI - More than you think?

Varden

Vision FI for Client Reporting

Varden

What's New in Loan Servicing

Precision LM

What's New with SSCNet - Post-Trade Communication

SSCNet

World Investor: Today, Tomorrow and Beyond

Geneva

Yield & Book Value Analysis in CAMRA*

CAMRA

Your Complete Wealth Platform: Black Diamond and Beyond

Black Diamond

* Additional 4 Hour Monday September 11 2017 Labs Charged at $395