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SS&C Concierge

Your Trusted Consultant from Start to Finish

Our solutions-based approach combines expertise with cutting-edge software, automation, and data solutions. We help you navigate the ever-evolving financial landscape with tailored strategies and proven results.

Building the Blueprint For Your Business

By using our process and technology capabilities, we empower your organization to achieve peak productivity and financial performance.

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SS&C Concierge: Consultants Who Deliver

Our target operating model consultancy service is grounded in 35 years of experience, addressing nuances across any operating model or business complexity.


Finding a Consultant Who Can Do More for You

In contrast to a third-party consultant, SS&C Concierge operates within its own ecosystem of technology, services and expertise, helping you solve your problems with a higher level of efficiency and experience.


SS&C Concierge: What Sets Us Apart

SS&C Concierge is designed to streamline your success. Learn more about the different ways you can empower your business to operate at its true potential.

Our Clients Trust in Our Proven Solutions

Diversified asset manager launching a new strategy
Manager embarking on operational excellence
Global investment manager defining their path to $100B

What We Can Do For You

Operational Risk Advisory

Comprehensive analysis and mapping of operations and processes, including a detailed report of strategic recommendations.

RFP Content Support

Utilize specifically tailored Request for Proposals (RFPs) and benchmarking tools empowering you to make the most informed decisions.

Target Operating Model Advisory

Evaluate some or all of your technology and operations to determine a solution that fits your business utilizing SS&C’s best-in-class products or services.

Change Management

Seamlessly adjust your business operations with comprehensively documented conversions, workflows, and processes.



SS&C Concierge: Our Approach

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Our target operating model consultancy service leverages real expertise from the operators currently serving 20,000 customers.

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