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SS&C Global Wealth Platform

An integrated wealth solution for global wealth and investment management firms to streamline the entire investment process on a single wealth management platform.

A Comprehensive Cloud-Based Solution to Manage the Entire Investment Process

Bridge your front, middle and back offices onto a single platform, leveraging a single database built with flexible, highly customizable architecture that minimizes maintenance requirements and simplifies upgrades.

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Global Wealth Platform (GWP) from SS&C Explained

Discover key features of GWP which include UMA accounting, contact management, client portal, trading and execution.

Comprehensive Front-to-Back Office Solutions and Services for Wealth Management

OMS integrated with investment accounting to reduce risks by eliminating external trade order management systems and providing real-time client positions updates.

Multi-currency capabilities and support for all asset classes provide broad asset coverage and simplify the management of complex investment strategies.

Digital portal integrated with accounting, reporting and user tools help firms meet online demands and stay competitive.

One platform to support automation and integration and reduce operational risk by eliminating the need for offline workarounds, manual processes and disparate systems.

UMA management tools including workflows for netting positions as you rebalance, external model management support, fee management and others to automate and scale management for UMA portfolios.

Service request workflows, fee funding guidelines and different cash classifications to manage client cash flows at scale.

Scalable solution designed to grow with your business without having to increase headcount.

Experience Matters

SS&C’s Global Wealth platform is entrusted by leading global investment management firms.


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