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SS&C Blue Sky Administration

Maintaining Blue Sky compliance is complex and costly. Navigate regulatory changes and payment terms across every state with SS&C's outsourced operations, propriety technology and legal expertise.

Going Above and Beyond Blue Sky Compliance


A dedicated SS&C team with deep Blue Sky knowledge help you meet unique requirements. Our proactive and consultative approach ensures asset managers always remain compliant whilst maximizing cost efficiency.

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Continuous Benefits Beyond Blue Sky Compliance

Maintaining Blue Sky compliance is not only complicated but also adds significant cost and operational pressure to firms that are constantly reacting to an extensive variety of regulatory changes and payment terms across every state.

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Blue Sky Administration

Learn how to uncover the benefits of SS&C Blue Sky Administration’s full technology and service offering to help overcome operational challenges and costs.

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SS&C Transfer Agent Client Advantage

Learn how you can benefit from your existing SS&C relationship by working with one Transfer Agent and Blue Sky provider.

State Regulatory Filings, Amendments and Updates, Exemption Processing and Independent Blue Sky Legal Counsel

We combine in-depth Blue Sky knowledge with operational expertise to help relieve administrative burdens and compliance risks.

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SEC EDGAR: File Form D and D/A.


Notification of the first sale in the state within 15 days.


Potential exemptions available to avoid filing.


Renewals and Form D/A updates required.