The Case for Outsourcing Post-trade Life Cycle

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Fund Administration End-to-end NAV calculation, financial reporting, and investor servicing.

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Regulatory & Compliance Reporting Automated filings for FATCA, AIFMD, Form PF and more.

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Transfer Agency Transfer agency services for traditional & alternative assets.
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Global Transfer Agency Shareholder recordkeeping and transaction processing.

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Advent Geneva® Multi-asset portfolio accounting and investor reporting.

Black Diamond® Wealth Solutions SS&C's award-winning wealth management platform.

Advent Portfolio Exchange® (APX) Integrated portfolio and CRM platform.

Eze Eclipse Cloud-native order, execution, and portfolio management.

Singularity® Scalable insurance investment accounting platform for asset managers.

Advent Genesis™ Cloud-based portfolio construction and rebalancing.
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DealCentre AI™ End-to-end dealmaking powered by AI.

Deal Services Expert support for seamless deal execution.

FundCentre™ Streamlined alternative investments investor reporting and communication.

Virtual Data Room (VDRPro™) Secure virtual data rooms for M&A and beyond.
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DomaniRx Cloud-native platform for modern pharmacy benefit management.

Johns Hopkins ACG® System Actionable insights through integrated healthcare data.

Utilization Management Clinical decision support and workflow automation.

CareAnalyzer HEDIS Enterprise health analytics platform.
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Enterprise Digital Workers Scalable bots to automate complex processes.

Control Room Central command center for managing automation at scale.

Process Intelligence Insights to identify, map, and optimize workflows.

Design Studio Intuitive, low-code development environment.

AI Document Automation Extract and process data from unstructured documents.
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Transfer Agency/Unit Registry | GIDS Transfer agency services for traditional & alternative assets.

Subaccounting | GIDS Subaccounting solutions for broker-dealers.

Superannuation Member Administration | GIDS Smart Solutions for Australia's superannuation funds.

Retail Alternatives | GlobeOp Front to back-office tech & services for retail alternatives

Registered Fund Services | GlobeOp Fund services for asset managers & hedge funds

Reporting | Reporting Services Regulatory solutions for asset managers & financial services
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Financial Deal Lifecycle | Intralinks Secure virtual data rooms for M&A and beyond.

Global Agency Operations | Global Debt Manager State-of-the -art global debt servicing.

Risk Modeling & Analytics | Algorithmics Advanced financial risk modeling and analytics.

Singularity FX | Treasury & Capital Markets Operations Multi-asset processing for treasury and capital markets.

Loan Accounting, Reserving & Credit Management | EVOLV AI-driven, cloud accounting & finance platform.
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Pharmacy Adjudication Platform | DomaniRX Scalable pharmacy benefit administration platform.

Johns Hopkins ACG® | Health Solutions World-leading population health analytics software.

Drug Discount Card | Pharmacy Solutions Channel agnostic, reliable and flexible claims administration.

CareAnalyzer HEDIS | Health Solutions Enterprise health analytics platform.
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Advent Geneva® Multi-asset portfolio accounting and investor reporting

Family Office Services | GlobeOp Robust family office management solutions.

Front Office Solutions | EZE A flexible, fully integrated advanced front-office system.

Fund Administration | GlobeOp Full service accounting, reporting and compliance

Investor Services | GlobeOp Robust tools for online access and servicing your investors.

Middle Office Services | GlobeOp Outsourced middle office operations/services.
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Insurance Accounting | Singularity Insurance investment accounting and operations

Loan Origination & Servicing | Precision LM Loan origination, servicing and asset management platform

Intelligent Automation & Orchestration | Blue Prism AI-powered automation and orchestration suite.

Middle Office Services | Outsourcing Outsourced middle office operations/services.

Risk Modeling & Analytics | Algorithmics Risk and ALM solutions designed for insurers.
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Fund Administration | GlobeOp Full service accounting, reporting and compliance.

FundCentre | Intralinks Streamlined alternative investments investor reporting and communication.

Fund Accounting | GlobeOp Accurate and timely accounting from a global team of experts.

Reporting | Regulatory Services Regulatory solutions for asset managers & financial services.

Fund Accounting | Geneva Manage a wide range of assets and portfolios on one system.

Loan Management | Precision LM Loan origination, servicing and asset management platform
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Retirement Income Clearing & Calculation Platform (RICC®) Streamline servicing, distribution & portability.

Financial Wellness Center Personalized financial education and wellness for investors

Superannuation Member Administration | GIDS Smart solutions for Australia's superannuation funds.

TRAC® Retirement Account Servicing (North America) Retirement account servicing platform.

Workplace Pensions (United Kingdom) | GIDS Pension admin with our scalable, digital-first solutions.
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Wealth Platform | Black Diamond Manage wealth smarter with our innovative advisor tools.

Client Relationship Management | Black Diamond Solutions to streamline workflows & client experiences.

ESG Reporting | Regulatory Services ESG reporting solutions for transparency & compliance.

Workplace Pensions (United Kingdom) | GIDS Pension admin with our scalable, digital-first solutions.

SS&C Wealth Platform | GIDS API-first platform, powering advised and D2C propositions.
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September 20-22, 2026