As a wealth manager, you need to deliver innovative and effective investment strategies while seamlessly handling front, middle, and back office operations. Without the right tools in place, you may lack the flexibility, scalability, and efficiency needed to combat competitive pressures and meet your clients’ needs. SS&C’s deep wealth management expertise and best-of-breed technology give you the freedom to focus on the areas that differentiate your business.
Trading and settlement
Our trading and settlement solutions help you manage multiple portfolios, rebalance with ease, and maximize value for your clients. With straight-through processing, you don’t need to worry about missing out on key trading opportunities.
We understand the critical importance of accurate data for your team and your clients. We offer the industry’s most powerful technology to support reliable, accurate, and enriched data to enable smarter decision making.
Operations and accounting
We offer accounting software to streamline, automate, and simplify your portfolio accounting processes. As your business diversifies investment strategies and reaches new markets, you can be confident in the industry’s most comprehensive, multi-currency accounting software to support you.
Risk and compliance
Our suite of tools for wealth managers helps ensure compliance with Global Investment Performance Standards) GIPSand regulation across global markets. We also offer advanced risk management technology, thereby improving operational efficiency and giving you peace of mind.
We understand the importance of performance analysis to improving your returns and providing transparency to your clients. That is why we offer the most powerful and customizable performance measurement, attribution, and analysis tools in the industry. You can rely on our technology, team of performance experts, or impressive reports to streamline your operations, empower internal stakeholders, and improve your client service.
Transparency is critical to your operations as you work to ensure compliance with client mandates, new regulation, and GIPS. We know that reporting is a huge part of your business which is why we offer seamlessly integrated tools to automate, customize, and populate reports for a wide range of audiences in any format.
Our outsourcing team services over $1 trillion in assets globally, making us uniquely poised to help firms of any size and in any market. With owned data centers, technology, and component outsourcing options, we offer the industry’s most flexible outsourcing solutions.