First Samuel selects Sylvan
Investment and financial services software provider SS&C Technologies has announced that First Samuel has selected its Sylvan product to calculate pre- and post-tax returns across its individual investment portfolios.
It said SS&C's Sydney office would implement and support First Samuel's performance and attribution platform to process before- and after-tax performance returns for any number of portfolios over any time period.
It said that as part of the implementation, Sylvan would be fully integrated with the client's portfolio accounting system.
Recommended for you
With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equity firms demonstrate the company is undervalued.
As financial advisers enter the new year, Assured Support shares eight strategies to help advice businesses thrive through focused and consistent planning.
Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share.
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024.
