SS&C Vision FI

Taking client communications to a higher level.

In today’s highly competitive financial services market, your client communications need to stand out and shine. And how you deliver information to clients says as much about your firm as what you are communicating.

SS&C Vision FI (Financial Insights) is a comprehensive, end-to-end solution for designing, producing and distributing client communications. It enables everyone in your organization to create high-quality reports in a matter of minutes. And it allows your firm to deliver information to clients through their preferred channels, whether that’s print, email or online through a customizable portal.

With SS&C Vision FI, your team can:

Design and deliver high-impact, sophisticated communications
Our suite of design tools gives your business teams maximum flexibility, without being dependent on technical resources. A simple drag-and-drop function makes custom report design easy, using a library of report components and data from your own systems or our database.

Custom-configure portal access for both internal and external users
You have full control over each end user’s content, branding, style and overall experience. The portal is fully integrated with SS&C Vision FI’s workflow, so documents become available instantly once they’re approved.

Tailor workflows to each specific document
End-to-end workflow models provide a flexible means of establishing the review, sign-off and standardized path a document must complete before distribution. Dashboards let everyone in the process know what they need to do and when.

Allow end users to choose their delivery channel
The SS&C Vision FI subscription model allows users to customize which documents they receive and select their preferred delivery method, such as print, email or portal access.

SS&C Vision FI makes your firm more agile, cost-efficient and capable of keeping up with changing communication needs.