AI & Intelligent Automation Using Blue Prism in Fund Servicing

For years, industry pundits have predicted that artificial intelligence (AI) will have a profound impact on the asset management industry. In the absence of compelling use cases, asset managers were justifiably skeptical. But the use cases are now accumulating. AI has demonstrably arrived in the asset management industry and it is starting to have a transformative impact.

Download this whitepaper to learn more about the benefits, use cases and applications of AI for asset managers.




Solutions for Global Asset Managers

Our capabilities cover the entire investment management process, enabling you to streamline operations, reduce risks, strengthen compliance and serve clients more effectively. Being an industry leader in outsourcing services, we offer a unique combination of technology, outsourcing, flexible services and expertise providing the support you need to master these challenges in a complex and competitive market.

Business Process Outsourcing

SS&C’s comprehensive middle and back-office outsourcing services are powered by advanced technology: from secure, cloud-based technology hosting to co-sourcing specific workflows to full outsourcing of operational processes.

Client Communications

As investors demand increasingly complex and frequent information about the market and their accounts, firms that can deliver on-demand information specific to their needs will gain an advantage.

Client Relationship Management (CRM)

Our end-to-end, interactive client engagement and communication solutions make your firm stand out and help you deliver a more engaging client experience—the kind that strengthens relationships and builds long-term loyalty.

Fund Administration

Fund Administration and supporting admin services for established managers with focus on traditional asset classes combined with alternative capabilities.

Data Management

SS&C provides the combination of technology, services and expertise to support your need for current, accurate and enriched data.

Distribution Solutions

Industry consolidation, new technology and regulatory pressures are transforming the asset management landscape, putting pressure on firms’ distribution strategies, growth and long-term profitability.

Global Transfer Agency

We are a marketing leading provider in all major mutual and collective funds markets with ability to create seamless global services model.

Investor Services and Digital Solutions

As investors demand increasingly complex and frequent information about the market and their accounts, firms that can deliver on-demand information specific to their needs will gain an advantage.

Performance Measurement & Attribution

Use SS&C’s powerful performance analysis solutions to calculate rates of return, attribution, composite returns and ex-post risk measures.

Portfolio Management & Accounting

SS&C offers a choice of portfolio management solutions to suit different types and sizes of firms, based on different business needs, budget levels and on-premise or cloud delivery models.


SS&C can help you automate your process and implement exception-based workflows to save hours of work, achieve greater accuracy and free up staff for more productive activity.

Registered Fund Services

Offering you a suite of registered fund services for mutual funds, interval funds, exchange-traded funds and products (ETFs/ETPs), closed-end funds, collective investment trusts (CITs) and private managed products.

Retail Alternatives

Fund accounting and administration combined with regulatory, compliance and investor servicing components that enable Alternative strategies to be distributed via retail channels including NSCC.

Retirement Administration

Supporting managers and stand alone platforms and distributors with plan and participant solutions from onboarding and beyond separation/rollover.

Risk & Compliance

Our compliance solutions and services streamline processes and free staff to be more productive and enable you to demonstrate rigorous controls and transparency to investors and regulators alike.

Trading & Settlement

SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement.