Manage the Entire
Investment Process

An integrated wealth solution for global wealth and investment management firms to streamline the entire investment process on a single cloud-based platform that maintains a full investment book of record and simplifies upgrades.

500 K+

Account scalability

90 %

Of clients leverage UMA and sleeves

5000 +

Portfolios can be rebalanced in a minute

Front-to-Back Office Solutions and Services for Wealth Management

Bridge your front, middle and back offices onto a single platform, leveraging a single database built with flexible, highly customizable architecture.

OMS integrated

with investment accounting to reduce risks by eliminating external trade order management systems and providing real-time client positions updates.

Multi-Currency Capabilities

and support for all asset classes provide broad asset coverage and simplify the management of complex investment strategies.

Digital Portal Integrated

with accounting, reporting and user tools help firms meet online demands and stay competitive.

One Platform

to support automation and integration and reduce operational risk by eliminating the need for offline workarounds, manual processes and disparate systems.

UMA Management Tools

including workflows for netting positions as you rebalance, external model management support, fee management and others to automate and scale management for UMA portfolios.

Service Request Workflows

fee funding guidelines and different cash classifications to manage client cash flows at scale.

Scalable Solution

designed to grow with your business without having to increase headcount.

Global Wealth Platform
from SS&C Explained

Discover key features of GWP which include UMA accounting, contact management, client portal, trading and execution.

Featured Resources

Learn more about how SS&C can help you stay ahead of the competition.

featured resource image for brochures
Brochure
Scalable Investment Operations to Help Grow Your Business
Learn More Learn More
featured resource image for infographics
Infographic
Solving Complex Needs to Drive Asset Growth
Learn More Learn More
featured resource image for brochures
Brochure
Streamline Unified Managed Account (UMA) Strategies
Learn More Learn More

Ready to get started?

Talk to Us Talk to Us