SS&C Wealth Management

Client Communications

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

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.

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.

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.

Reconciliation

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.

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.

Trading & Settlement

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

Trust Services

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