SS&C Family Office Services
Keeping up with the increasing needs of the family office and complexity of investments, SS&C offers a suite of technology powered services to help reduce operating costs, risk and disparate systems.
Solutions to Help the Modern-Day Family Office
With portfolio diversification becoming increasingly important, SS&C can provide multi-asset class assistance with a customized model to support any size family office or investment.
Alternative Fund Administration for RIAs
This paper explores the benefit of outsourcing to a fund administrator that can integrate directly with the advisor’s portfolio accounting platform.
SS&C Family Office Services - Eliminate the Cost, Risk and Time of Integrating Disparate Systems
Eliminate the cost, risk and time of integrating disparate systems with our solutions for private wealth funds.
Five Operational Challenges Facing the Modern Family Office
A look at the challenges facing a modern Family Office and the steps they can take to help themselves moving forward.
Family Office Services
SS&C offers a one-stop solution that eliminates the cost, risk and time of integrating disparate systems. Working in close collaboration with your office, our team delivers a comprehensive suite of technology-powered services, including portfolio accounting and reporting, full transaction support, partnership accounting, and tax accounting and reporting.
Client Centric Support Model
|||A partner committed to meet unique client requirements.|
|||Whether for daily or monthly information cycles, our process control and technology automates data gathering, transaction processing, reconciliation and reporting to save you time.|
|||More effective view of complete, interrelated financial picture – portfolio holdings, financial statements, performance, and compliance reporting.|
|||SS&C provides the deepest level of accounting, tax, partner allocation, and performance calculations combined with comprehensive services customized to each client’s specific needs.|
|||Eliminate mistakes and ensure accounting integrity via our fully integrated database and automated reconciliation processes.|
|||Mitigate risk with best practice business processes, segregation of duties, and full audit trail.|
Transitioning from a Registered Investment Advisor to a Multi-Family Office
Explore the important distinctions between a traditional RIA business and MFOs, and some of the big challenges in making the transition.