Registered Investment Advisor (RIA) Solutions
Investors today expect a more personalized experience from their advisors, while their portfolios are becoming more diverse and complex. SS&C has a selection of technology-powered solutions and services that enable RIAs to meet clients’ changing expectations and free them to do what they do best: work with clients and grow their business.
Helping You Connect with Your Clients
SS&C offers a range of digital tools that enable you to connect with clients through their preferred channels, whether a personalized online portal or a mobile app, and deliver a modern experience that demonstrates your value in their lives.
Whitepaper
Wealth Managers: Time to Shift Your Technology Priorities
Digital transformation is a critical item on any wealth manager’s priority list.
Whitepaper
Transitioning from a Registered Investment Advisor to a Multi-Family Office
Explore the important distinctions between a traditional RIA business and MFOs, and some of the big challenges in making the transition.
RIA Solutions from SS&C
Portfolio management, accounting and reporting
Portfolios are becoming more complex with additional assets and the need for greater diversification, growing regulation requirements and client needs. SS&C offers a choice of portfolio management solutions based on different business needs, budget levels and on-premise or cloud delivery models.
Learn MoreClient communication
Engage stakeholders with bespoke reports and tailored portfolio insights.
Learn MoreClient relationship management (CRM)
Drive client-centric alpha with our sophisticated CRM tailored for asset managers.
Learn MoreRisk management and compliance
SS&C has developed a suite of offerings to help with risk, regulations and compliance that provides fast, sophisticated insights and reports so firms can seize a competitive advantage.
Learn MoreTrading and settlement
Amidst changing regulations and shortening of market settlement cycle, it’s more important than ever to have an efficient trade matching and settlements process.
Learn MoreReconciliation as a service
Performance measurement, analytics and attribution
Performance measurement solution for investment attribution reporting, investment performance analysis and performance attribution analysis.
Learn MoreOnsite or cloud delivery and managed service options