Family Office Services

Secure operational solutions for family offices, endowments and foundations.

SS&C offers a one-stop solution that eliminates the cost, risk and time of integrating disparate systems. Working in close collaboration with your office, our team delivers a comprehensive suite of technology-powered services, including portfolio accounting and reporting, full transaction support, partnership accounting, and tax accounting and reporting. 

Increase efficiency: Whether for daily or monthly information cycles, our process controls and technology save you time and improve accuracy, with automated data gathering, transaction processing, reconciliation, and reporting.

See the whole wealth picture: Give all family members or partners a more complete view of their financial picture and performance, including securities, real estate and tangible assets. Secure report distribution options include direct email, access via a secure client web portal and hand held devices such as phones.

Protect your confidential data: Our services are backed by industry-leading, audited and certified security measures, hosted within our world-class data centers with advanced detection capabilities, hot-site disaster recovery, and hardware scalability.

Scale your staff: Leverage the expertise of our operations team and subject-matter specialists for hands-on assistance with the many investment strategies, legal jurisdictions, tax regulations and compliance requirements that you may encounter.

Benefits of the SS&C Solution:

  • All documentation is stored and managed centrally in one location
  • SS&C Technology Solution
    • Proprietary A.I. technology that retrieve emails and 3rd party web portals
    • A.I. and machine learning that interprets unstructured data
    • Systematic maker/checker workflow design
    • Document repository backed by industry leading technology architecture
  • Ability to outsource or co-source models can be used customized for your needs
  • Dedicated SS&C team focusing on:
    • Collection and reporting
    • Processing of Alternative Investments
    • Daily workflow of documents
  • Payments through a single location rather than multiple sites
  • Tax processes are a part of the accounting software within SS&C
  • Dedicated SS&C team focusing on:
    • Collection and reporting
    • Processing of Alternative Investments
    • Daily workflow of documents

Client benefits:

  • Reduces the time, risk and cost of providing an integrated solution
  • Our hands on service team becomes an extension of your staff understanding what’s important to you
  • We invest in maintaining, upgrading all of our technology including our private cloud which is fully owned by SS&C
  • Auditable workflow with real time reporting