Bringing you live news and features since 2006 


Albion Financial Group turns to SS&C for cloud-based reporting solution


Albion Financial Group has selected the cloud-based client reporting solution available from SS&C’s Investment Intelligence Cloud (IMI Cloud). Albion is a fee-based Registered Investment Advisor (RIA) with USD900 million in assets under management.

Today’s investor is more connected, mobile and empowered. To earn their loyalty and assets, RIAs, such as Albion, need to engage with them in a highly personal and consistent manner. Leveraging the unique combination of SS&C’s cloud-based customer client reporting in conjunction with its existing portfolio management platform, Albion can engage investors in innovative ways, delivering a consistent brand experience and quality investment data that drives greater satisfaction.
“Our customers need a way to more quickly process information in greater detail, and the Cloud offers a simple way to manage this on a global scale. Albion can exceed investor expectations by expanding their touchpoints and making them all personalised, easy and secure,” says Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. “Albion joins hundreds of our innovative asset management customers who depend on SS&C’s ‘world-class’ data centres and integrated suite of applications from the Cloud. We meet and exceed our customer’s strict data security requirements with the flexibility to improve performance without worrying about IT upgrades.”
The SS&C Investment Management Intelligence Cloud revolutionises the way financial services companies can aggregate, access, and display mission-critical data from their front, middle and back-office systems. IMI Cloud aggregates data in near real time from multiple SS&C applications, third-party systems, and data sources. The results can be displayed on any device (desktop or mobile) as user-defined, customised dashboards that provide easy drill-down to underlying data.

Latest News

EFAMA has published its latest Monthly Statistical Release for May 2024...
Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..
Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended the week at approximately USD68,150, marking a 12.1..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by