The shift to digitization makes way for profitable growth.
Digital-first adviser and investor client experience
The ability to source from a broad range of digital services, from onboarding to reporting, is at the forefront of differentiation in the wealth marketplace.
Leverage SS&C’s solutions to significantly reduce costs and enhance operational efficiency for a stronger bottom line.
Deepen client engagement
Our tools empower richer client interactions, demonstrating the tangible value of your services in their financial life.
What we can do for you
Front-to-back wealth management ecosystem
Integrates portfolio management, pre and post-trade compliance solutions, and customizable reporting with financial planning to support a holistic wealth offering available on a cloud-based platform available as a hosted or fully outsourced solution.Learn More
Client Relationship Management (CRM)
Platforms that support proactive client
servicing, personalized advice, and account
Empowers advice firms with enhanced control, from managing client interactions to deciding their remuneration.Learn More
Cloud-hosted registry solution
For wealth managers, retirement providers and
fund platforms to simplify and modernize operations.
Portfolio personalization at scale
Robust portfolio modeling, construction, SMA, UMA and rebalancing capabilities.Learn More
Incorporates AI-driven technology to streamline activities by automatically generating recommendations and suitability reports.Learn More
Provides accurate and detailed ESG rating data and performance metrics, which is a game-changer in helping explain to investors the impact of sustainable investing and ESG exposures.Learn More
Comprehensive risk and performance analytics
Provide investment professionals with the full suite of performance and risk analysis at their fingertips.Learn More