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SS&C 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.

Providing Actionable Insights to Help Intermediary Distribution Teams Succeed

Make informed decisions with a deeper understanding of the market, competitors, clients and industry trends with our data driven intelligence. We help firms anticipate changes in investor behavior, develop effective strategies and propel future growth.



Humans and Machine: The AI-Influenced Distribution Team of the Future

Learn how artificial intelligence tools like ChatGPT or machine learning could influence the day-to-day work of asset managers.


SS&C Consulting Packages

Consulting packages to support your distribution strategy. Helping asset managers prepare for the future of distribution.


Helping Asset Managers Find Opportunity Amidst Disruption

Research, data, analytics and consulting for asset managers to solve their biggest challenges and find opportunities amidst disruption.

Insight-Driven Solutions

Gain an understanding of market trends and access the tools needed to make better decisions and drive business growth.

Data Management (SalesConnect)

Aggregates, cleanses, and enriches data from multiple retail and retirement sources to provide you with accurate and complete information on the distribution partners selling your products.

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Analytics & Insights (WalletShare)

Advisor-level sales and AUM data, along with key performance indicators and analytics, helping distribution teams to be more efficient, effective, and targeted in growing sales and defending mutual fund, SMA, and alternative assets.

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Industry Research

Provides data-driven market intelligence on how the asset and wealth industry is evolving, the impact that key events may have on your organization, products, distribution partners, customers, and competitors, and best practices and actionable recommendations.

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Strategy and Consulting

Engage with a team that has deep experience in the asset and wealth management industry, helping you anticipate forces shaping it, and delivering a roadmap to help you stay ahead while boosting your distribution effectiveness and profitability.

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Roundtables and Events

Bringing together industry leaders in marketing, distribution, sales, product, and business intelligence for roundtable discussions with industry peers, as well as panel discussions.

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