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.
Robots in the Family Office? Not as Sci-Fi as it Sounds
Our whitepaper explores Robotic Process Automation (RPA) in Family offices and looks at how technology could help improve efficiencies.
SS&C offers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices.
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. Our industry experts provide consulting on start-up, cash management, partnership agreements and reporting and compliance.|
|||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.|
Transparency and Data Management for Family Offices
Data management and transparency go hand in hand. Family offices rely on data to maintain the level of transparency expected by clients and regulators.
Balancing Technology and Personal Interactions
In an industry where the human element creates so much value, it can be difficult to strike a balance between personal interactions and automated processes
Overcoming the Operational Complexities of Side Pockets
While side pockets protect funds in many ways, they also present operational, accounting and reporting challenges that fund managers must be aware of.