Press Release

For Immediate Release

SS&C Launches “Comprehensive”, a Complete Portfolio Monitoring Service for Credit Managers


WINDSOR, CT, December 4, 2017 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced the launch of Comprehensive, a fully integrated, outsourced portfolio monitoring service. The new portfolio compliance monitoring service is designed to assist credit managers focusing on the loan market by providing hypothetical, pre-, and post-trade compliance capabilities.

Comprehensive services the entire spectrum of asset types utilized by credit asset managers to service investors. With the addition of this offering, SS&C’s Loan Services is able to support the entire range of fund structures including CLO’s, funds of one, mutual funds, and SMAs. The middle office platform now features a full service portfolio compliance monitoring service. This delivers additional reporting and pre, post, and hypothetical compliance testing, that clients and their investors can access via a dedicated online portal.  

“With the requirement for ever shrinking trade cycles, transparency, and independence, managers demand an automated web-enabled solution,” said Nicolas Grenie, Managing Director, SS&C GlobeOp. ”Firms need to meet the various demands and strategies from investors without having the need to reconcile data between different systems and vendors.”

SS&C Loan Services is comprised of three core areas covering bank loans, residential whole loans, and mortgages supported by a team of product specialists with over 20 years of experience. SS&C services $400 billion of loan assets serviced across 300 clients including asset managers, banks, and insurance companies. Its offering includes a comprehensive suite of technology and outsourced services across the entire loan spectrum, including: loan closing (including LSTA and LMA terms), portfolio compliance, accounting, reserving, credit risk analysis, middle and back-office administration, agency or shadow servicing of commercial and residential mortgages and bank loans.

About SS&C Technologies

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 11,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.


Contact(s):

  Patrick Pedonti
  Chief Financial Officer
  Tel: +1-860-298-4738

  Justine Stone
  Investor Relations
  Tel: +1- 212-367-4705
  E-mail: InvestorRelations@sscinc.com