Wealth Managers: Time to Shift Your Technology Priorities

Digital transformation is a critical item on any wealth manager’s priority list. However, the industry dynamics are driving wealth managers to consider a broader potential set of transformational strategies. Do we continue to invest in front and back-office technology solutions? Can we keep pace with the burden of administrative and regulatory change? Should we consider working with partners that can deliver technology innovation for our front office and also deliver component options for outsourcing the back office? Do we retain client money and custody permissions ourselves going forward?



Wealth Management Solutions from SS&C

Client Communications

Our comprehensive, end-to-end solutions deliver agile, cost-efficient solutions capable of keeping up with changing client communication needs.

Customer 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.

Data Management

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

Digital First Investment Platform

Cutting edge, modern, in-house developed technology for forward-thinking investment propositions. SS&C Hubwise empowers your business by providing a more cost effective solution, offering a wider choice of investments and automating

Investor Recordkeeping & Reporting

SS&C’s suite of services covers the operational needs for recordkeeping and transfer agencies services to power growth and innovate the customer experience and simplify operations.

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 and accounting 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.

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.

Trust Services

SS&C has developed cloud-based accounting and recordkeeping solutions for trust accounting, wealth management, asset management, portfolio management and asset allocation.