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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.

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Brochure

Family Office Services

SS&C offers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices.

Report

Family Offices: A New Era of Growth

Our report with Hedgeweek features insights into the changes Family offices have experienced and where they are in 2024.avt

Webinar

Family Offices: A New Era of Growth

Examine the findings of our recent Family Office report including the challenges faced by wealth-holders as they navigate the investment world.

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.

Improve Efficiency

Whether for daily or monthly information cycles, our process control and technology automates data gathering, transaction processing, reconciliation and reporting to save you time.

Elevate Reporting

More effective view of complete, interrelated financial picture – portfolio holdings, financial statements, performance, and compliance reporting.

Go Further

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.

Increase Accuracy

Eliminate mistakes and ensure accounting integrity via our fully integrated database and automated reconciliation processes.

Enhance Control

Mitigate risk with best practice business processes, segregation of duties, and full audit trail.

Blog

Private Market Operational Challenges for Family Offices

As family offices join the larger shift towards private markets, they will need to adjust the way they handle data and reporting of those asset classes.

Blog

The Great Wealth Transfer Is Driving Family Office Trends

The “great wealth transfer” is a major driver in the family office space, in which the post-war generation will leave their wealth to millennials.

Blog

Data Management, Visualization and the Insights Evolution

In today’s fast-paced financial services landscape, the ability to manage and visualize data sets goes beyond operational and strategic imperatives.