SS&C Family Office Services
Keeping up with the increasing needs of the family office and complexity of investments, SS&C offers a suite of technology powered services to help reduce operating costs, risk and disparate systems.
Solutions to Help the Modern-Day Family Office
With portfolio diversification becoming increasingly important, SS&C can provide multi-asset class assistance with a customized model to support any size family office or investment.
Whitepaper
Robots in the Family Office? Not as Sci-Fi as it Sounds
Our whitepaper explores Robotic Process Automation (RPA) in Family offices and looks at how technology could help improve efficiencies.
Brochure
Complexity simplified
SS&C offers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices.
Whitepaper
Five Operational Challenges Facing the Modern Family Office
A look at the challenges facing a modern Family Office and the steps they can take to help themselves moving forward.
Family Office Services
SS&C offers a one-stop solution that eliminates the cost, risk and time of integrating disparate systems. Working in close collaboration with your office, our team delivers a comprehensive suite of technology-powered services, including portfolio accounting and reporting, full transaction support, partnership accounting, and tax accounting and reporting.
Client Centric Support Model
| | A partner committed to meet unique client requirements. Our industry experts provide consulting on start-up, cash management, partnership agreements and reporting and compliance. |
Improve Efficiency
| | Whether for daily or monthly information cycles, our process control and technology automates data gathering, transaction processing, reconciliation and reporting to save you time. |
Elevate Reporting
| | More effective view of complete, interrelated financial picture – portfolio holdings, financial statements, performance, and compliance reporting. |
Go Further
| | SS&C provides the deepest level of accounting, tax, partner allocation, and performance calculations combined with comprehensive services customized to each client’s specific needs. |
Increase Accuracy
| | Eliminate mistakes and ensure accounting integrity via our fully integrated database and automated reconciliation processes. |
Enhance Control
| | Mitigate risk with best practice business processes, segregation of duties, and full audit trail. |
Blog
Artificial Intelligence in Family Office Software Solutions
In the family office sector, many offices want bespoke solutions that are uniquely tailored to their specific needs, rather than something off-the-shelf.
Blog
Opportunities for RPA and a Digital Workforce in Family Offices
Many family offices recognize the need to operate more efficiently, but don’t know where to start. RPA can easily free up staff for higher-value work
Blog
Selecting a Comprehensive Family Office Services Provider
Family offices need a solution that modernizes their operations while also achieving greater efficiency and controlling costs.
Related Materials