End-to-End Technology and Services for Modern Family Offices

Modern family offices are navigating increasingly complex portfolios, diverse entities and rising client expectations. SS&C helps simplify the operational load with an integrated solution for single and multi-family offices built to scale. Whether you're managing trust accounting, alternative investments or customized family reporting, our technology and services help deliver clarity, control and exceptional experiences. 

• Streamline operations across accounting, tax, reporting and compliance with AI-powered automation using SS&C Accord for data aggregation. 

• Deliver a modern client experience through branded portals, dynamic visuals and secure document sharing with SS&C Black Diamond® Wealth Solutions. 

• Gain a complete financial picture with consolidated data across liquid and illiquid assets, partnerships and households.

Explore how SS&C empowers top family offices to scale confidently and serve clients with greater precision.