SS&C Asset Management Solutions
Navigate the Landscape
Pursuing greater alpha and a well-diversified asset allocation has ushered in a new era of investment opportunities. Explore the innovative horizons of asset management with us.
asset management firms serviced globally
largest global transfer agency worldwide
largest global asset managers are SS&C clients
largest open-end mutual fund and ETF managers are SS&C clients
Unlimited opportunities and optimized returns.
Efficiency & Agility
Stay ahead with our proactive adaptation to market conditions, regulatory shifts, and trends, allowing you to concentrate on core functions like asset management and investor relations.
Seamless Transition to New Operating Models
As industry consolidations through alliances and acquisitions rise, our global expertise aids in streamlining operations across various financial sectors and regions and across any asset class or instrument type.
Boost Product Diversification & Digital Transformation
Benefit from our global digital model via the cloud, continually updated to offer actionable insights from data and provide investors with state-of-the art digital interactions.
What We Can Do for You
Client Communications
Engage stakeholders with bespoke reports and tailored portfolio insights.
Learn moreClient Relationship Management (CRM)
Drive client-centric alpha with our sophisticated CRM tailored for asset managers.
Learn moreDistribution Solutions
Elevate AUM growth with our robust distribution network alliances.
Learn moreFront Office
Seamlessly integrate multi asset class order entry, pre- and post-trade compliance, allocation, execution, and real time P&L analysis.
Learn moreGlobal Transfer Agency
Facilitate cross-border fund subscriptions and redemptions seamlessly.
Learn moreMiddle Office
Navigate trade processing, trade matching and confirmation, reconciliations and data solutions, loan solutions, collateral management and accounting.
Learn morePerformance Measurement & Attribution
Dissect alpha sources with our advanced attribution models and benchmarks.
Learn moreBrokers/Sub-Accounting
Leverage operational and technology support can be an extension of your business for Reconciliation, Trading, Pricing and FMV, Transfers, and Dividend and interest.
Learn moreRegistered 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.
Learn moreRegulatory
Navigate Blue Sky compliance, MiFID II, AIFMD, and UCITS regulations confidently.
Learn moreRetail Alternatives
Full-Service solution to support the Front-Middle-Back Office needs for a Retail Alternatives fund offering.
Learn moreRetirement Administration Services
Enhance DC and DB pension strategies with our specialized services.
Learn moreRisk Analytics
Dive deep into VaR, stress testing, and scenario analyses for holistic risk management.
Learn moreCompliance
Guidance on systems and processes, covering investment compliance, T+1 settlement, 22c-2, ESG, Cyber Security, IA Marketing Rule, Electronic Communications and more.
Learn moreSeries Trust Solutions
Increased scale and faster Go-To-Market through a Series Trust Solution for mutual funds and a multi-series solution for an interval funds.
Learn moreTax Services
Experience a comprehensive, technology-driven solution for tax compliance, reporting, and analytics that empowers fund managers to proactively manage their tax exposure throughout the year, ensuring real-time control and insight. Optimize for FATCA/CRS compliance and cross-border tax reclaim opportunities.
Learn moreExpert Support for Disruptive Business Events
Organizations are often confronted with disruptive business situations and don’t have enough qualified resources to meet the challenge. SS&C Flex is your secret weapon for tackling and minimizing the impact of unusual and seasonal events on your operations.
Learn moreAsset Management Resources
Pursuit of greater alpha and well-diversified asset allocation in institutional and retail asset management ushers in a new era of investment opportunities.
Learn MoreConsider a specialized transfer agent. Learn more about the five key reasons for separating from financial institutions.
Learn MoreExperience seamless connectivity with SS&C Global Transfer Agency services. Tailored solutions, cutting-edge technology, and global reach await.
Learn MoreWhitepaper
Know your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution
Learn MoreThis whitepaper will provide an overview of REITs of all types, focusing on non-traded REITs, how they have evolved, key features of today’s product, the importance of technology-driven administration solutions.
Learn More