SS&C Brokerage Solutions

A highly competitive environment has you constantly seeking cost-efficient yet flexible ways to run your operations and IT. Advisor performance, changing demographic investment needs, and new regulations further complicate the landscape.

Our experienced leadership team combined with the power and reliability of DST solutions gives us a unique strategic advantage.

Subaccounting

Single source of mutual fund and 529 subaccounting technology with full operational outsourcing that helps to eliminate barriers to fund transparency, maximize assets and mitigate risk for broker-dealers of all sizes.

Alternative Outsourcing

Our team of experts leverages their industry expertise, our next generation processing tools, and our highly sophisticated oversight controls to deliver reliable operational support as an extension of your business.  Services include Position Outreach and Reconciliation, Trading, Pricing and FMV, Transfers, and Dividend and Interest.