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.
Report
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.
Whitepaper
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
Video
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.
Learn MoreCustomer 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.
Learn MoreData Management
SS&C provides the combination of technology, services and expertise to support your need for current, accurate and enriched data.
Learn MoreDigital 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.
Learn moreInvestor 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.
Learn MorePortfolio 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.
Learn MoreReconciliation
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.
Learn MoreRisk & 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.
Learn MoreTrading & Settlement
SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement.
Learn MoreTrust Services
SS&C has developed cloud-based accounting and recordkeeping solutions for trust accounting, wealth management, asset management, portfolio management and asset allocation.
Learn MoreWealth 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.
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Wealth management firms serviced globally
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Trillion in assets under administration
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Advisors on platforms
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Investor accounts on our systems
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