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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

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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Foreign Exchange (FX), Margin Trading and Risk Management

Strategic solutions in trading, leveraging advanced algorithms to monitor margin requirements, optimize positions, and safeguard against market volatility, ensuring consistent profitability and financial security.

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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

Brokerage firms

Trust companies

Institutional wealth managers

Online investment platforms

High net worth investors

SMAs/UMAs

Emerging fund managers

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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