Wealth Management

Do what you do best. Even better.

Wealth management is a people business. Not a technology business. SS&C solutions and services for wealth managers reduce operational complexity and equip you to be even better at what you do best: building relationships, cultivating prospects and growing your business.

Solutions across the investment process: Our integrated solutions encompass virtually every aspect of wealth management.

Deployment options and outsourced services: Our wide range of solutions for wealth managers include both cloud-delivered and onsite installation options, as well as outsourcing options for operational services, including reconciliation and data management.

Direct-to-investor services: Let us be your customer interaction solution. Our scalable technology and outsourced administration services enable you to deliver personalized customer experiences through both digital and voice channels – all while increasing efficiency, cutting costs, improving compliance and reducing your IT infrastructure. Your clients can access their personal account data and initiate transactions digitally, while our highly trained customer service specialists manage telephone inquiries and requests, operating seamlessly as an extension of your business and your brand.