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SS&C Wealth Management Solutions

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
+
Private wealth management firms worldwide
$
3
Trillion private wealth AUM on our platforms worldwide
450
K +
Active firm and client users
17
Million investor accounts on our platforms

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.

 

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.

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.

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Client Relationship Management (CRM)

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

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Adviser-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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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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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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Comprehensive risk and performance analytics

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

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Who we support

Trust companies

Institutional wealth managers

Online investment platforms

High net worth investors

SMAs/UMAs

Aggregators

Wealth Management Resources

digital data stream
Report

Tech to Manage the Investment Proposition

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

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Whitepaper

The Future of the Advisor

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

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Video

Global Wealth Platform (GWP) From SS&C Explained

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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.

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Infographic

Solving Complex Needs to Drive Asset Growth

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Discover how our Global Wealth Platform can help resolve common wealth management challenges, help attract new client assets and improve efficiency.

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Video

Managing Money in the Metaverse

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What asset and wealth managers should be doing now, and in the future, to ready your firm for the coming of the Metaverse.

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See All Related Resources

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