Trading & Settlement

Gain an edge in a fast moving market.

In today’s fragmented trading environment, you need to be able to make and execute informed decisions quickly and flawlessly. SS&C delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision through execution to settlement. So you can focus on investment strategy without worrying about delays, operational risk or missed opportunities.

Portfolio modeling, construction and rebalancing: Our solutions automate the rebalancing process, alert you to portfolio drift, and bridge the gap between portfolio construction and trade execution, saving hours of valuable time for more strategic work.

Trade order management: Our high-performance trade order management system gives you visibility and control across the trading lifecycle, with built-in connectivity to brokers and custodians, as well as dark pools and algorithmic trading venues.

Trading compliance: Automate pre- and post-trade restriction checking to ensure compliance, speed the trading process and free up staff to focus on exceptions.

Data aggregation: We offer straight through processing to deliver up-to-date counterparty data with access to over 10,000 financial institutions. With complete visibility into your accounts and 24x7 support, you can trust the integrity of your data.

Reconciliation: Our reconciliation technology and services save you time and reduce headaches by automatically matching clean trades and enabling your staff to focus on resolving exceptions.

Post-trade communications: Our automated post-trade communication network helps you adhere to shorter settlement cycles and minimizes the risk of costly settlement failures.