SS&C Primatics’ EVOLV Reserving Solution (EVOLV) is the only solution that holistically addresses the entire end-to-end reserving process.
The Distribution Intelligence platform is built to provide asset managers with a powerful and intuitive business intelligence and sales environment to help clients better target their high probability sales opportunities.
Learn how to leverage EVOLV in order to generate loan portfolio fair values for your institution
Today’s most complete suite of software and services for superior management of private wealth and enhanced client engagement.
A comprehensive residential lease, tenant, property management solution with a powerful general ledger and accounts payable accounting and reporting system
Find out why EVOLV is the right choice for addressing CECL.
Automating risk and finance needs, from data capture to back-end reporting and analytics. SS&C Primatics’ EVOLV is the single platform, single solution and single system of record for integrating risk and finance functions.
Industry leader in M&A valuation, supporting the strategic growth initiatives of leading financial institutions
The first smart investment operations and accounting platform
Identify all members of advisor teams to understand the roles they play and provide the right coverage and support with SalesConnect Premium.
Gain sales transparency into advisor-sold DCIO retirement plans by leveraging one of the industry’s leading trade scrubbing platforms.
Get accurate, up-to-date sales reporting straight from recordkeeping sources with SalesConnect for ETFs.
Get accurate, up-to-date sales reporting straight from recordkeeping sources with SalesConnect for Mutual Funds.
Comprehensive enterprise performance measurement and attribution
Advanced performance visualizations to make insightful decisions
The tools to help you achieve GIPS compliance
Use Advisor Practice Analysis to complement and augment your firm’s existing advisor segmentation strategies.
WalletShare Premium is a module of WalletShare™?, a consortium-based market share servicethat delivers sales & AUM data and key performance indicators by channel, firm, and office.
WalletShare delivers monthly key sales and performance indicators – filled with in-depth analytics – that can help you be more efficient, effective and targeted in growing your sales and defending your assets.