Join Us for the SS&C Investment Intelligence Summit

March 18, 2014

Investment Intelligence Summit

We are excited to announce the SS&C Investment Intelligence Summit is scheduled for May 7-9, 2014 at the  Marriott Orlando Grande Lakes in Florida.

Join us and other SS&C experts to explore the issues facing today’s investment and accounting professionals and learn how to maximize the resources you already have to help you continue to succeed.

The conference provides:

  • Topical sessions – participate in discussions exploring the issues facing our clients today, across the different businesses
  • Personal interaction with SS&C’s Subject Matter Experts (SMEs) – a unique opportunity to discuss the issues affecting your business and gain the knowledge of those involved in researching and reacting to market conditions
  • Networking opportunities – talk with other users to learn how they are using technology in their environments

The Summit will also include a dedicated series of sessions focusing on specific topics relevant to our PORTIA clients. The sessions will cover a broad array of topics such as; what you need to know about Investment Book of Records (IBOR), how to handle the proliferation of complex securities in PORTIA, empowering your reporting  capabilities with PORTIA, and more.

In addition to the Summit, PORTIA is offering “Seminars in the Sun” on Tuesday, May 6th. This consists of one full-day training session on Intermediate Report Writer including topics such as how to creatively format reports, building and creative use of report lists, and a full overview of the many uses of the Report Writer functionality.

For all the details about the conference, as well as information on how to register, click here.

We look forward to seeing you there.


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