Organizations worldwide use AWD®, our business process and case management application, to align people, technology and departments to help execute intelligent, effective operations.
AWD helps you better engage with customers, improve operational efficiencies and reduce risk.
Help plan participants and investors track and monitor their financial wellness with these calculators.
Advisor Workstation is a service offering that integrates data from multiple sources with a selection of vendor tools and reporting capabilities.
Designed to address the servicing needs of TPAs, recordkeepers, advisory firms, and plan sponsors, our program greatly simplifies the administration of mandatory rollovers at the plan level.
From complex, straight thru processing to straight to, AWD provides one platform to manage the different types ofwork that exist across your organization.
Due diligence is the cornerstone of CRS. It enforces the integration of documents and data already on file, tests those points and requests additional information to help satisfy this requirement.
SS&C Primatics’ EVOLV Reserving Solution (EVOLV) is the only solution that holistically addresses the entire end-to-end reserving process.
Bring your participant communications into the Digital Age – simply and cost effectively with our newsletter tool.
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.
Event Center assists clients with experienced support for critical and time-sensitive events, such as regulatory communications, distributions, and class action settlements.
At SS&C GlobeOp, we know complying with Foreign Account Tax Compliance Act (FATCA) poses a significant operational challenge. Our approach to FATCA helps you manage your obligations and monitor your compliance.
Learn how to leverage EVOLV in order to generate loan portfolio fair values for your institution
Our Retirement Income Clearing Calculator (RICC®) income middleware provides a way for retirement service providers to tap into a simple and cost-effective model for the distribution and servicing of guaranteed income products.
Ready-to-go financial content integrates seamlessly into your website, making your brand a relevant, go-to resource for clients.
Our end-to-end, cloud-based risk solution covers all phases of the risk analysis process – data management, financial modeling, and flexible reporting – across all asset classes world-wide.
We understand the data and will work to support your fraud detection and compliance program. Going beyond watch and sanctions list matching, we take it to the next step with ongoing transaction monitoring
Responsive-design mobile enrollment tools and personalized plan-level enrollment content reinforce the importance of plan participation and encourage employees to take action.
Optimize plan performance through better Information and Insights.
Data and communications capabilities come together in the Plan Health Review to provide objective analysis of plan metrics together with a Plan Health Assessment and recommendations.
Today’s most complete suite of software and services for superior management of private wealth and enhanced client engagement.
A web based account, portfolio and transaction monitoring platform that aggregates and analyzes data to support user firms as they carry out daily mandated surveillance of accounts, transactions and account holdings.
Our solution helps recordkeepers more efficiently process a participant’s rollover to an existing IRA by leveraging our integrated recordkeeper-IRA provider connectivity
Leveraging multiple service channels – web, call center and advisor – RolloverCentral’s client-centric model makes it easier than ever to capture dollars and maximize rollover opportunities resulting from 401(k), 403(b), 457(b) and other qualified retirement plan rollovers.
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.
We offer a full suite of solutions that go above and beyond core recordkeeping to help your firm master complexities across the retirement lifecycle from accumulation to drawdown.
Comprehensive enterprise performance measurement and attribution
Advanced performance visualizations to make insightful decisions
The tools to help you achieve GIPS compliance
For more than 25 years, our TRAC® retirement account servicing platform has helped recordkeepers drive more efficient processes, move critical yet cumbersome procedures online, and implement a flexible platform for growth.
Use Advisor Practice Analysis to complement and augment your firm’s existing advisor segmentation strategies.
Personalized financial education and wellness solutions for every participant journey.
We equip you with everything you need to help you provide comprehensive and tailored advice to your customers. Following a series of enhancements in early 2016 to our transfer value analysis solution (TVAS) you benefit from an improved user experience and deeper functionality; greater accessibility through a new web-based application; and calculation updates to reflect new regulation and flexible retirement 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.
Position your products more effectively with your Distribution Partners and provide your National Sales teams with actionable insights to drive sales growth.
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.