Brochure

SS&C Retail Alternative Services

From fund launch to investor loyalty, SS&C delivers scalable servicing for complex retail alternative structures.

Retail alternatives are transforming investor expectations and creating new demands for transparency, operational rigor and compliance. Non-traded BDCs, REITs, OPCOs, 3c7s, 1031s and interval or tender offer funds require highly specialized support that most providers can’t deliver at scale. SS&C simplifies the complexity with end-to-end servicing—fund administration, transfer agency, distribution and more—through a unified, automated platform purpose-built for retail alternatives.

  • Accelerate growth: Scale distribution, onboarding and fundraising with digital-first tools and seamless intermediary integration.

  • Simplify operations: Reduce manual work and risk with automated workflows and fund-specific expertise.

  • Enhance investor trust: Deliver transparency, reporting and modern portals that improve investor experience.

Download the fact sheet to see how SS&C helps asset managers launch, operate and scale retail alternatives with confidence.