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Asset Allocator Services

Institutional investment operations are more elaborate, with diversified asset classes to account for and growing volumes of data. If you manage endowments, foundations, pension plans, or insurance portfolios, we can help you gain transparency, improve accounting and performance accuracy.

Focus on Manager Relationships and Investment Decisions


Let us handle your operations and accounting so you can focus on what really matters: capital allocation decisions.

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#
1
largest global fund administrator
$
2
+
Trillion in assets under administration
20
+
years of experience working with pensions, foundations, endowments and institutional investors

Our Services Combine Advanced Technology with Specialized Expertise

Partner with a Single Service Provider

​ Build a relationship with the team dedicated to servicing your business. With our modular service offering, we grow with you as your data needs evolve.

Increased Precision and Accuracy

​ Benefit from the expertise of portfolio accountants that review transaction and valuation activity to optimize your data, all accessible within one platform.

Timely and Actionable Insights

​ Our global service team streamlines your reporting process, and turns bespoke analysis into actionable information quickly and efficiently.

Asset Allocator Resources

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Brochure

Asset Allocator Solutions

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SS&C Asset Allocator technology-powered solutions can help with your allocation needs for all fund types and family offices

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Whitepaper

The Benefits for Asset Allocators in Outsourcing Investment Operations

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This paper explores why allocators should give serious consideration to outsourcing all or part of their investment operations.

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Whitepaper

Managing and Mitigating Operational Risk in Multi-Fund Portfolios: An Asset Allocator Perspective

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The topic of operational risk in alternative fund investments is not a new one. Our whitepaper examines this in today's world.

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Whitepaper

The First Step in Improving Investment Operations: Managing All Those Fund Documents

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Documents from Fund Managers need to be captured, categorized, scraped for information, sorted and made accessible when needed.

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Webinar

Improving Document Management to Optimize Investment Operations

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Watch our webinar to hear the importance of document management and what steps you can take to improve your current set up

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