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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.


The Future of the Advisor

How the advisor landscape is changing, digital and online requirements are changing and how D2C platforms are enabling investors to make their decisions


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)

Seamlessly navigate distributed relationship networks and easily relate complex portfolio holdings inside a CRM that natively handles the nuances of your firms' workflows.

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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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Digital First Investment Platform

Cutting edge, modern, in-house developed technology for forward-thinking investment propositions. SS&C Hubwise empowers your business by providing a more cost effective solution, offering a wider choice of investments and automating key processes.

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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