Account Creation

Opening and effectively managing client accounts can be a huge operational burden. Between set-up and connection to brokers, changes to account restrictions, and timely notifications, the account management process can consume your back office team. SS&C’s account creation capabilities automate the entire account lifecycle, streamlining your workflow and freeing your resources.

KEY BENEFITS

Management throughout the account lifecycle
You can set up and initialize accounts, manage all account nuances, and ultimately reconcile and terminate accounts with complete control.

Excellent service for your clients
Our account management system streamlines communication of account changes to your clients so they’re always informed.

Complete control of accounts
You set up and maintain account restrictions, process account profile changes, review termination submissions for completeness and verify account reconciliation.