SS&C Loan Solutions
Modernize Loan Operations
A full suite of modern and flexible solutions designed to support, streamline and scale loan operations.
Integrated Loan Reference Data, Loan Administration and Loan Accounting.
Replace fragmented systems and manual processes with straight-through processing and quality loan data integrated with your IBOR & ABOR. Streamline and scale operations, strengthen data integrity and deliver more accurate reporting.
Brochure
Modernize Loan Operations
SS&C loan services, providing loan administration, processing, closing, reporting and compliance for better transparency, scale and operational control.
Blog
Bridging the Operational Divide: When Asset Managers Become Loan Agents
Credit markets remain a key growth area, offering steady returns amid volatility. Private credit AUM is projected to reach $5T by 2029.
Report
Navigating Private Credit in 2026: Strategic Priorities for GPs in the US and Europe
Explore how private credit is evolving across the US and Europe including specialty strategies data and transparency demands.
Assets under management
Loan Agent Notices
Loan Facilities
Flexible Solutions Across the Loan Lifecycle
Whether you need loan data, software or fully outsourced operations that integrate with your infrastructure to support the full loan lifecycle, SS&C has the right solution.
Origination and Agency
Streamline due diligence, documentation and deal workflows with centralized loan data and digital processes that improve speed, accuracy and control from underwriting to payoff.
Servicing and Administration
Reduce manual effort and operational risk with automated workflows, cash and position reconciliation, and support for complex loan structures across servicing and lifecycle events.
Accounting and Reporting
Improve accuracy and timeliness of financial reporting with standardized data, streamlined reconciliation and support for loan level amortization, P&L, and realized and unrealized gain/loss calculations.
Straight-through Processing
Automate data flows into downstream systems to reduce breaks, eliminate rework, improve operational efficiency with access to validated pre-reconciled loan data.
Outsourced Operations
Extend your team with scalable middle- and back-office support powered by SS&C technology and expertise, helping you manage growth without increasing internal overhead.
Asset Surveillance and Covenant Tracking
Consolidate the property-level tax and insurance, rent and lease rolls, operating statements, appraisals and inspections. Key covenants like DSCRs and LTVs are fully automated.
Settlement and Closing
Optimize loan settlement and closing through the validation of trade confirmations, assignment & assumption agreements, purchase & sale agreements, pricing letters, and trade status reporting.
Loan Reference Data
Powerful data layer that standardizes, validates, and reconciles loan activity data before it reaches your accounting system, ensuring a high-quality, single source of truth for all loan positions.