Investor Services Tools for Modern Firms

Reduce Risk and Improve Transparency

From transactions to communications through accounting, investors remain up to speed on the most complex investments, receive full transparency and have all regulatory requirements met.

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Digital Investor - Interactive Self-Servicing Experience for Investors

Deliver an optimal digital, self-service, interactive experience to your mutual fund, 529 and alternative fund investors with Digital Investor.

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Strengthening Investor Protection through Operational Outsourcing

Wealth managers must conduct a careful review of an outsourcing provider’s capabilities in digital innovation and core wealth management functionality.

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Streamline and digitize your investor experience

e-Investor is an electronic transaction document processing and workflow management tool to reduce risk and streamline review and approval.

Deliver an Optimal Experience to Your Investors

Transform the way you share fund data with InvestorVision. We make it quick and easy to communicate with LPs with a modernized platform to help GPs go beyond reporting obligations and be more transparent and responsive.

Investor Communications

Transform the way you share fund data. InvestorVision is changing the way fund managers communicate, making it quick and easy to share fund data with your LPs. InvestorVision modernizes investor communication and fund reporting to help GPs to go beyond reporting obligations and be more transparent and responsive.

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Transaction Document Processing and Workflow

An end-to-end processing platform that automates the delivery, completion, submission and tracking of all investor transactions, starting with initial onboarding.

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SS&C Investor Services

How you engage, support and service your investors is more important today than ever. SS&C is changing the way fund managers communicate, modernizing how information is shared with investors.