US-based Smead Capital Management has implemented SS&C Technologies’ Global Wealth Platform (GWP) to meet both internal risk and external compliance requirements.
GWP is a cloud-based wealth and institutional asset management platform developed for high-end private wealth managers and institutional asset managers with complex operational requirements.
Smead Capital COO and CFO Lisa Martin said: “With this deployment we are running the core operational processes, accessible by all of our staff and managing $2.2 billion in assets.
“In addition, SS&C’s integrated end-to-end platform from pre-trade compliance, FIX connectivity, portfolio management to outsourced data transformation and delivery services ensures we are able to consistently focus and deliver exceptional service to our clients.”
Founded in July 2007 by CIO Bill Smead, Smead Capital manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions.