Reporting Outsourcing

Clients, regulators, and internal stakeholders require granular insight faster than ever before. Getting the right data to the right people quickly is a perennial time and resource challenge. SS&C’s client and regulatory reporting service allows you to provide first class client communications while reducing the overheads associated with running and producing reports. The service combines our experienced staff with best of breed reporting technology to help you better meet all of your reporting needs.


Customized to meet your needs
We partner with you to design investment reports, presenting data that has been collated, cleansed, and reviewed by experts and merged with the commentary you provide. Our reports are formatted and designed to comply with your organization’s data and branding requirements, as well as with regulatory reporting requirements such as those defined by the Internatioal Accounting Standards (IAS) and the Financial Accounting Standards Board (FASB).

Compliance with regulatory changes
Our advanced systems, internal regulatory experts, and reporting tools are up-to-date with the industry regulations that impact our clients. We can easily accommodate regulatory changes and ensure that your reports are compliant with any new mandates.

Flexible delivery options
We can produce customized reports in various formats including PDF, hard copy, presentation, or direct to web. You can define who should receive reports, when they should receive them, and the best method of report delivery. Our web portals give you access to your investment data at any time, and we can help you deliver information to clients through your own branded portal.