Embrace the
New Era

In the fast-paced world of wealth management, service differentiation and value are the foundations for success.

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3000 +

Wealth management firms worldwide rely on SS&C

$ 3 T+

Private wealth AUM run on SS&C platforms

17 +

Million investor accounts

The Shift to Digitization Makes Way for Profitable Growth

Digital-First Advisor 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.

Optimize Profitability

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.

SS&C Wealth
Management Services

Investor and Advisor Solutions

ESG Reporting

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.

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Client Relationship Management (CRM)

Platforms that support proactive client servicing, personalized advice and account growth.

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Advisor-Controlled Platform

Empowers advice firms with enhanced control, from managing client interactions to deciding their remuneration.

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Cloud-Hosted Registry Solution

For wealth managers, retirement providers and fund platforms to simplify and modernize operations.

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Foreign Exchange (FX), Margin Trading and Risk Management

Strategic solutions in trading, leveraging advanced algorithms to monitor margin requirements, optimize positions and safeguard against market volatility.

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Portfolio Personalization at Scale

Robust portfolio modeling, construction, SMA, UMA and rebalancing capabilities.

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Financial Planning

Incorporates AI-driven technology to streamline activities by automatically generating recommendations and suitability reports.

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Comprehensive Risk and Performance Analytics

Provide investment professionals with the full suite of performance and risk analysis at their fingertips.

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Wealth Management Resources

Learn more about how SS&C can help you stay ahead of the competition.

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White Paper

The Future of the Advisor

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Report
Tech to Manage the Investment Proposition
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Infographic
Solving Complex Needs to Drive Asset Growth
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Video
Global Wealth Platform (GWP) Overview
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