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.
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
Our comprehensive, end-to-end solutions deliver agile, cost-efficient solutions capable of keeping up with changing client communication needs.Learn More
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.
SS&C provides the combination of technology, services and expertise to support your need for current, accurate and enriched data.Learn More
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.Learn More
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.Learn More
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 More
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.Learn More
Trading & Settlement
SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement.Learn More
SS&C has developed cloud-based accounting and recordkeeping solutions for trust accounting, wealth management, asset management, portfolio management and asset allocation.Learn More
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