Reporting

A clear view of investment information is critical to adjusting your investment strategy to generate returns and meeting client, regulatory, and internal needs. We provide the reporting technology, tools, and resources to produce meaningful insights and enable sound business decisions. We help you streamline operations, ensure data integrity, automatically produce client-ready reports, and distribute investment information via web portals to you and your clients, making data visualization easier than ever.

Performance reporting

Slice, dice and customize key performance and attribution data according to the needs of your firm. Our performance solutions provide granular visualization options for internal and external consumption. LEARN MORE

Client reporting

First impressions are crucial and our client-ready reports help you professionally represent your performance results. Our solutions automate your workflow, maintain data integrity, improve accessibility to investment information, and streamline report generation. LEARN MORE

Regulatory reporting

Having comprehensive reporting tools and deep audit capabilities is critical to provide transparent reporting to regulators. SS&C offers complete solutions to ensure regulatory compliance and produce real-time reports to meet the demands of an ever-changing regulatory landscape. LEARN MORE

Web portal and mobility

Our web portal and mobility tools allow you to put data at the fingertips of the people who need it, when they need it. With complete customizability for your internal organization or client, you can put your best foot forward with easy-to-use web-based solutions. LEARN MORE