Asset Management
Whether offering services to institutions, retail brokers or high net worth individuals, asset management and wealth management firms share the need to create and maintain profitable client relationships. To provide superior client service, you need easy-to-use, flexible software and services which give you a single view of all aspects of your relationship with clients. Sophisticated integrated front-, middle- and back-office business solutions provide a competitive advantage to differentiate your offerings.
Institutional Asset Management
Optimizing costs, real-time transparency, and reduction of operational risks are key challenges faced by institutional asset managers. SS&C has extended our software and services range through strategic acquisitions, adding complementary technologies that integrate seamlessly with one another. This comprehensive front-, middle-, and back-office offering for asset management allows SS&C to offer the best services and technology, from pre-trade through post-settlement.
Choose from one of our institutional asset management platforms:
Wealth Management and Managed Accounts
Faced with reduced margins, shifting compensation and greater expectations from investors, wealth management firms are looking for alternative ways to support financial advisors and meet the needs of their clients. Leveraging world-class new technologies such as Global Wealth Platform™ (GWP) can help reduce operational and infrastructure costs while dramatically improving client service levels.
GWP integrates best-of-breed components - modeling, trading, portfolio accounting, client communications and other mission-critical workflows - in an on-demand SaaS environment.
Simplify wealth management with GWP:
Comprehensive Front-, Middle-, Back-Office Solutions
Our software and services support functions from the front-office through the back-office — trading and modeling, financial and investment accounting, reconciliation, post-trade settlement, performance measurement and attribution, and reporting. SS&C's asset management solutions help you improve regulatory compliance and optimize overall performance.
Consider Outsourcing
More and more asset managers are considering outsourcing their middle and back-office functions in an effort to boost revenues and to refocus their attention on managing assets. They are outsourcing these cost centers to third party vendors such as SS&C, which allows them to focus on the core competencies of investment management. SS&C Direct provides a comprehensive cost containment measure aimed at keeping your operational costs down. With 24x7x365 global processing infrastructure, scalability, flexibility and widespread in-house expertise, SS&C Direct can provide outsourcing services that will allow your organization to focus on developing and growing your core business.
Learn more about SS&C Direct services.