The December SS&C Platform Solutions release including AML changes is now live. There is a range of information in the Knowledge Base including new User Guides and FAQ articles.
AML Guide - AML Referral Process : Knowledgebase
Creating an Investor Guide - Creating an Investor. : Knowledgebase
GIA Application Guide - GIA Application Guide : Knowledgebase
FAQ guides -SS&C Platform Solutions - Anti Money Laundering FAQ’s : Knowledgebase
In addition to the AML changes, we are introducing a number of other features to help you manage your clients, including:
• Greater Flexibility on regular contribution and income dates
• Improvements to account Search functionality
• Greater visibility on family and investor linking
• Enhancements to Model Portfolio Maintenance
The attached release note here provides further details on these enhancements to the SS&C Wealth Platform portal.
Kind regards,
Anil Dala
Deputy Managing Director
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