Web-based training and learning solutions designed specifically for the financial service Industry.

Instructor-Led Training Instructor-Led Training
Instructor-led training programs are designed to deliver immediate, high-impact results in employee productivity.
Blended Learning Blended Learning
Best of both worlds. The convenience of online learning and the real-world experience of classroom training.
Certified Portfolio Manager Program Certified Portfolio Manager Program
Advance your knowledge and career and earn the prestigious CPM® credential.
Web-Based Courseware

Web-Based Courseware

Recognized as the optimal online learning solution available to the financial services industry. 

Press Releases

February 17, 2017

SS&C Announces Quarterly Dividend


February 16, 2017

Concentra Selects SS&C Precision LM to Optimize Commercial Loan Operations


February 15, 2017

SS&C Technologies Reports Record Revenue, Record Earnings, and Record Cash Flow for Q4 and FY 2016



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Conferences & Events

MBA CREF
February 19 - 22, 2017
Manchester Grand Hyatt
San Diego, CA
Request a Meeting

ABA Wealth Management and Trust Conference
February 22 - 24, 2017
New Orleans, LA
Request a Meeting