Registered Investment Advisor (RIA) Solutions

Investors today expect a more personalized experience from their advisors, while their portfolios are becoming more diverse and complex. SS&C has a selection of technology-powered solutions and services that enable RIAs to meet clients’ changing expectations and free them to do what they do best: work with clients and grow their business.

Helping You Connect with Your Clients

SS&C offers a range of digital tools that enable you to connect with clients through their preferred channels, whether a personalized online portal or a mobile app, and deliver a modern experience that demonstrates your value in their lives.

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Whitepaper

Wealth Managers: Time to Shift Your Technology Priorities

Digital transformation is a critical item on any wealth manager’s priority list.

Whitepaper

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.

RIA Solutions from SS&C

Portfolio management, accounting and reporting

Client communication

Client relationship management (CRM)

Risk management and compliance

Trading and settlement

Reconciliation as a service

Performance measurement, analytics and attribution

Onsite or cloud delivery and managed service options