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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.

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Wealth Managers: Time to Shift Your Technology Priorities

Digital transformation is a critical item on any wealth manager’s priority list.


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.

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Client communication

Engage stakeholders with bespoke reports and tailored portfolio insights.

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Client relationship management (CRM)

Drive client-centric alpha with our sophisticated CRM tailored for asset managers.

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Risk 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.

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Trading 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.

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Reconciliation as a service

Performance measurement, analytics and attribution

Performance measurement solution for investment attribution reporting, investment performance analysis and performance attribution analysis.

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Onsite or cloud delivery and managed service options