Comprehensive Asset Management Solutions by SS&C

Business Process Outsourcing

SS&C’s comprehensive middle and back-office outsourcing services are powered by advanced technology: from secure, cloud-based technology hosting to co-sourcing specific workflows to full outsourcing of operational processes.

Client Communications

As investors demand increasingly complex and frequent information about the market and their accounts, firms that can deliver on-demand information specific to their needs will gain an advantage.

Client Relationship Management (CRM)

Easily organize, track, and grow your distribution channels and relationship networks with an easy-to-understand, purpose-built CRM that drives productivity.

Fund Administration

Fund Administration and supporting admin services for established managers with focus on traditional asset classes combined with alternative capabilities.

Data Management

SS&C provides the combination of technology, services and expertise to support your need for current, accurate and enriched data.

Distribution Solutions

Industry consolidation, new technology and regulatory pressures are transforming the asset management landscape, putting pressure on firms’ distribution strategies, growth and long-term profitability.

Global Transfer Agency

We are a marketing leading provider in all major mutual and collective funds markets with ability to create seamless global services model.

Investor Services and Digital Solutions

As investors demand increasingly complex and frequent information about the market and their accounts, firms that can deliver on-demand information specific to their needs will gain an advantage.

Performance Measurement & Attribution

Use SS&C’s powerful performance analysis solutions to calculate rates of return, attribution, composite returns and ex-post risk measures.

Portfolio Management & Accounting

SS&C offers a choice of portfolio management solutions to suit different types and sizes of firms, based on different business needs, budget levels and on-premise or cloud delivery models.

Reconciliation

SS&C can help you automate your process and implement exception-based workflows to save hours of work, achieve greater accuracy and free up staff for more productive activity.

Registered Fund Services

Offering you a suite of registered fund services for mutual funds, interval funds, exchange-traded funds and products (ETFs/ETPs), closed-end funds, collective investment trusts (CITs) and private managed products.

Retail Alternatives

Fund accounting and administration combined with regulatory, compliance and investor servicing components that enable Alternative strategies to be distributed via retail channels including NSCC.

Retirement Administration

Supporting managers and stand alone platforms and distributors with plan and participant solutions from onboarding and beyond separation/rollover.

Risk & Compliance

Our compliance solutions and services streamline processes and free staff to be more productive and enable you to demonstrate rigorous controls and transparency to investors and regulators alike.

Trading & Settlement

SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement.