Flexible Models
Outsourcing Solutions
From targeted operational support to full team transitions, SS&C helps financial services and healthcare organizations reduce costs, improve scalability and maintain operational continuity.
77 +
Acquisitions and lift-outs
20000 +
Integrated employees
4000 +
Employees lifted
The Lift-Out Journey:
From Transition to Transformation
A lift-out is more than a transition, it’s a transformation in how teams work, connect and grow. This video follows the employee experience across the full journey, capturing what it feels like to join SS&C, adapt to a new environment and build a future within it.
An Extension of Your Business
Organizations evaluating operational strategies generally choose between maintaining functions in-house, outsourcing operations to a service provider or transitioning existing teams through a lift-out model. Understanding the benefits of each approach can help determine the right path for your business goals, growth plans and operational requirements.
In-House Operations
Maintain full ownership of operational functions, employees and technology infrastructure. An in-house model offers direct oversight and control but requires ongoing investment in talent, technology, compliance and operational scalability.
Outsourced Fund Administration
Delegate fund administration operations to SS&C while gaining access to specialized expertise, scalable technology and established operating processes. An outsourced model enables firms to reduce operational complexity, improve efficiency and focus internal resources on core investment and growth priorities.
Lift-Out Services
Transition existing employees and operational processes to SS&C while preserving institutional knowledge and maintaining service continuity. Lift-outs provide access to expanded resources, technology and expertise while minimizing disruption to employees and clients.
Lessons from Successful Lift-Outs
Onboarding & Integration
What It's Like at SS&C
Day-to-Day Impact
Growth & Opportunity
Hear firsthand how thoughtful planning, strong leadership and a supportive team helped make the transition to SS&C a seamless experience. From day one, discover the strategies, relationships and resources that enabled employees to integrate quickly and confidently into their new roles.
Get an inside look at what it's like to be part of SS&C. Employees share their experiences with the company's culture, collaboration and people, offering an authentic perspective on what makes working at SS&C unique.
Explore how work has evolved following the transition to SS&C. From new ways of collaborating to expanded capabilities and meaningful client impact, employees discuss how their day-to-day experiences have changed and what that means for their teams.
Discover how joining SS&C has opened the door to new opportunities for career growth, professional development and long-term success. Employees reflect on the experiences, support and possibilities that have helped them continue building their careers.
Everything You Need to Know About Lift-Outs
A lift-out is a strategic operating model that transfers an operational function, and often the experienced team supporting it, to SS&C. By combining your team's institutional knowledge with SS&C's technology, processes and global operating model, organizations can modernize operations while maintaining business continuity and minimizing disruption.
Blog: Lift-Outs and Their Growing Importance
Read the Article
Unlike traditional outsourcing, a lift-out preserves the people, expertise and operational knowledge that already drive your business. Existing teams transition to SS&C, allowing organizations to maintain continuity while gaining access to enhanced technology, standardized processes, operational scale and specialized expertise.
Blog: - Lift-Outs and Outsourcing Done Right − Defining Success
Read the Article
Organizations pursue lift-outs to modernize operations, improve scalability, optimize costs and strengthen operational resilience without sacrificing business continuity. A lift-out enables internal teams to focus on strategic priorities while SS&C manages day-to-day operational execution.
Blog: Capitalizing on M&A Momentum in Fund Management with Lift-Outs
Read the Article
People are at the center of every successful lift-out. Employees who transition to SS&C continue supporting the business while gaining access to broader career opportunities, industry-leading technology, global resources and a collaborative culture focused on innovation and professional growth.
Watch the employee stories featured on this page.
Every lift-out is supported by a proven transition methodology that emphasizes planning, governance, communication and knowledge transfer. Dedicated project teams work closely with clients throughout the process to minimize disruption, maintain service levels and ensure operational continuity from day one.
Infographic: Lift-Outs Success Checklist
View the Infographic
A lift-out delivers more than an immediate operational transition. Clients benefit from continuous process improvement, scalable operations, ongoing technology investment, specialized expertise and the flexibility to adapt as business needs evolve, creating a stronger foundation for long-term growth.
Blog: Lift-Outs as a Strategic Lever for Asset Management CFOs
Read the Article
No. Clients retain strategic oversight and governance while SS&C manages operational execution. Through transparent reporting, established governance frameworks and ongoing collaboration, clients maintain visibility into performance while benefiting from the efficiency and expertise of a dedicated operating partner.
Blog: Lift-Outs – A Winning Strategy for Operations
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SS&C combines decades of operational experience with industry-leading technology, global delivery capabilities and deep domain expertise across financial services. Our collaborative approach preserves institutional knowledge while helping organizations transform operations, increase efficiency and position their business for future growth.
Blog: How SS&C Lift-Out Services Can Benefit Your Business
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Executive Perspective:
Josh Cross
Josh Cross shares how a thoughtful lift-out approach can help organizations transition operations seamlessly while creating lasting value for employees, clients and the business.
Featured Resources
Learn more about how SS&C can help you stay ahead of the competition.
