Wealth management is a people business, not a technology business. SS&C solutions and services for wealth managers reduce operational complexity and equip you to be even better at what you do best: building relationships, cultivating prospects and growing your business.

Solutions across the investment process: Our integrated solutions encompass virtually every aspect of wealth management.
Deployment options and outsourced services: Our wide range of solutions for wealth managers include both cloud-delivered and onsite installation options, as well as outsourcing options for operational services, including reconciliation and data management..

As the lines between traditional and alternative asset management continue to blur, asset managers are looking to diversify their product offerings and strategies, while contending with growing competition and regulation. SS&C’s deep industry knowledge and powerful technology solutions can help you differentiate your business and stay ahead of the curve.

Comprehensive solutions and services: Our capabilities cover the entire investment management process, enabling you to streamline operations, reduce risks, strengthen compliance and serve clients more effectively.

Choice of deployment options: SS&C technology solutions for asset management are available as on-premise installations or in the cloud.

Outsourced technology and operations: SS&C is the industry leader in outsourcing services. We offer a full range of options, from technology outsourcing to co-sourcing of selected back-office operations to full business process outsourcing. Our operations experts work closely with your in-house team and become an extension of your firm.
The alternative investment arena demands exceptional agility, timely and informed decisions, flawless execution and strict compliance with complex regulations. SS&C’s unique combination of technology, services and expertise gives you the support you need to master this challenging market.

Global support for all fund types: We are the trusted technology and operations partner to market participants worldwide:

Hedge funds (on- and offshore)
Funds of funds
Private equity funds
Real estate partnerships
Managed account platforms
Family offices
Institutional investors
Deep Expertise: Benefit from the knowledge and experience of financial and accounting professionals, system engineers, legal and compliance experts, professional services and technical support teams. We understand complex fund strategies and structures, and we are familiar with the intricacies of regulation across virtually all jurisdictions.

Full fund administration and operations outsourcing: In addition to our comprehensive technology and services capabilities, we are home to the world’s number-one fund administrator, SS&C GlobeOp.


How can you better explain investment strategies and performance to clients, who are demanding greater transparency into their portfolios? Use SS&C’s powerful performance analysis solutions to calculate rates of return, attribution, composite returns, and ex-post risk measures.

Performance measurement: Calculate portfolio performance down to the security level following a wide variety of methodologies across any asset class or currency.

Performance attribution: Our equity, fixed-income and user-defined attribution methodologies enable you to assess the impact of your investment decisions across any asset class or investment strategy.

Composite creation and management: Automate the creation, calculation, maintenance and reporting of composites to stay in compliance with GIPS guidelines.

Performance reporting: Share critical investment insight through intuitive, role-based web dashboards and fully customizable, automated client reports.

Ex-post risk analysis: Using our ex-post risk functionality, you can better understand your rate of return by portfolio or asset class on a broad range of measures.

Changing portfolio management systems has been likened to a heart transplant. You don’t want to have to do it more than once. Why not make your next system your last? SS&C offers a choice of portfolio management solutions to suit different types and sizes of firms, based on different business needs, budget levels and on-premise or cloud delivery models.

SS&C Portfolio Management Solutions Deliver:

Scalability to accommodate virtually indefinite growth.
Ease of integration to maximize efficiency and minimize operational risk.
Enhanced compliance readiness with strong security measures and high data integrity.
Ease of use to make your people more productive and their work more satisfying.
Rapid access to information to help you make timely decisions and respond more effectively to clients..
In today’s fragmented trading environment, you need to be able to make and execute informed decisions quickly and flawlessly. SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement. So you can focus on investment strategy without worrying about delays, operational risk or missed opportunities.

Portfolio modeling, construction and rebalancing: Our solutions automate the rebalancing process, alert you to portfolio drift, and bridge the gap between portfolio construction and trade execution, saving hours of valuable time for more strategic work.

Trade order management: Our high-performance trade order management system gives you visibility and control across the trading lifecycle, with built-in connectivity to brokers and custodians, as well as dark pools and algorithmic trading venues.

Trading compliance: Automate pre- and post-trade restriction checking to ensure compliance, speed the trading process and free up staff to focus on exceptions.

Data aggregation: We offer straight through processing to deliver up-to-date counterparty data with access to over 10,000 financial institutions. With complete visibility into your accounts and 24x7 support, you can trust the integrity of your data.

Reconciliation: Our reconciliation technology and services save you time and reduce headaches by automatically matching clean trades and enabling your staff to focus on resolving exceptions.

Post-trade communications: Our automated post-trade communication network helps you adhere to shorter settlement cycles and minimizes the risk of costly settlement failures.
Regulations keep getting more stringent and complex. Compliance has become an onerous administrative burden, especially for firms investing internationally. SS&C can help lighten the load. Our compliance and risk management solutions and services streamline processes and free staff to be more productive. What’s more, they enable you to demonstrate rigorous controls and transparency to investors and regulators alike.

Compliance: Our solutions enable you to turn your policies into automated processes. Create rules and set alerts to ensure you are never in breach of internal policies, regulations or client mandates.

Risk management: Our streamlined, web-based risk management service withstands investor due diligence and enables you to give clients the visibility they demand.

Regulatory reporting: Take advantage of our automated tools and team of experts to reduce regulatory risk, conserve staff resources and deliver accurate, timely and compliant reports. Our solutions cover both local and global regulations across multiple jurisdictions and regimes, including US SEC Form PF, FATCA, AIFMD, EMIR, MIFID and more.
The SS&C Learning Institute is an education, training and research organization dedicated to help professionals in enrichment of investment management professionals and those seeking careers in financial services.

Digital Library
Learning online is ideal for busy professionals seeking to improve skills on their own terms. The SS&C Learning Institute’s eLibrary includes 200 eLearning courses totaling over 400 hours of financial markets content.

Certified Portfolio Manager Credential Program
Increase your value and boost new business. From new regulation and robo-advisors to blockchain and fee compression, the financial services industry is in transition and the role and value-add of a financial advisor is shifting accordingly. Continuing education, in the form of certifications and designations, has continued to emerge as a leading trend across the industry to fill this gap.

The Certified Portfolio Manager (CPM®) program is a concentrated program that establishes a specialized area of expertise in discretionary portfolio management, immersing candidates in asset valuation, portfolio construction and risk management.

Fiduciary Code of Conduct
All financial advisors need to prepare to serve in a fiduciary capacity, no matter the outcome of the DOL Rule. Once the Rule’s conflict of interest disclosures are made, a financial advisor will be required to demonstrate that their advice is procedurally prudent. This online program picks up where the DOL Rule leaves off by defining a uniform fiduciary decision-making framework that is based on best practices, FINRA rules, and financial planning principles.
In a highly regulated, global marketplace with an expanding array of asset classes, accounting for investments is more complex than ever. With comprehensive, integrated solutions and services, SS&C helps streamline your operations and accelerate even the most challenging global accounting processes.

Portfolio accounting: We have a wide choice of solutions designed for seamless front-to-back office integration, with the flexibility to meet your unique accounting needs and virtually unlimited scalability to accommodate growth.

Fund accounting: Our industry-leading solutions meet the challenges of high-volume, global fund managers with support for complex, multi-asset class and multi-currency strategies.