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SS&C Wealth Management

As investments increasingly become more complex and clients demand more, wealth managers look for ways to separate themselves from a competitive market. SS&C has developed a suite of solutions across the investment process with options best suited for each firm.

Deepen Client Relationships

With deep industry knowledge, SS&C can help transform the advisor and investor experience, reduce the burden of a changing market and provide global 24/7 support.

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Tech to Manage the Investment Proposition

SS&C has sponsored NextWealth’s Tech to Manage the Investment Proposition report, which delves into the technology being used by DFMs and advisors.


Wealth Managers: Time to Shift Your Technology Priorities

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


Global Wealth Platform (GWP) From SS&C Explained

Our comprehensive, cloud-based solution enables you to manage your entire investment process, end-to-end, on a single platform. Watch now to learn more.

Wealth Management Solutions from SS&C

Client Communications

Our comprehensive, end-to-end solutions deliver agile, cost-efficient solutions capable of keeping up with changing client communication needs.

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Customer Relationship Management (CRM)

Our end-to-end, interactive client engagement and communication solutions make your firm stand out and help you deliver a more engaging client experience—the kind that strengthens relationships and builds long-term loyalty.

Data Management

SS&C provides the combination of technology, services and expertise to support your need for current, accurate and enriched data.

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Investor Recordkeeping & Reporting

SS&C’s suite of services covers the operational needs for recordkeeping and transfer agencies services to power growth and innovate the customer experience and simplify operations.

Performance Measurement & Attribution

Use SS&C’s powerful performance analysis solutions to calculate rates of return, attribution, composite returns and ex-post risk measures.

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Portfolio Management & Accounting

SS&C offers a choice of portfolio management and accounting solutions to suit different types and sizes of firms, based on different business needs, budget levels and on-premise or cloud delivery models.

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SS&C can help you automate your process and implement exception-based workflows to save hours of work, achieve greater accuracy and free up staff for more productive activity.

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Risk & Compliance

Our compliance solutions and services streamline processes and free staff to be more productive and enable you to demonstrate rigorous controls and transparency to investors and regulators alike.

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Trading & Settlement

SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement.

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Trust Services

SS&C has developed cloud-based accounting and recordkeeping solutions for trust accounting, wealth management, asset management, portfolio management and asset allocation.

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Wealth Managers Raise the Bar When Partnering with SS&C

Transform and modernize the advisor and investor experience with SS&C's technology, digital, and risk driven solutions.


Wealth management firms serviced globally


Trillion in assets under administration


Advisors on platforms


Investor accounts on our systems