Personalized Financial Wellness Center

Rolling out a dynamic financial education solution that investors genuinely engage with is not a one-size-fits-all approach. Investors expect a personalized experience, whether they’re a millennial calculating a college loan repayment on their phone or a near-retiree budgeting for a fixed income future on their desktop.

SS&C's Personalized Financial Wellness Center provides financial education and wellness solutions for every participant's journey. Our holistic solution improves participant experience and may help improve outcomes.