SS&C offers a co-sourced operations solution for private wealth management organizations focused on asset management and preservation, including family offices, multi-family offices, endowments and foundations. Working in a collaborative partnership with your organization, our Private Capital team delivers a comprehensive suite of technology and services that give your staff the freedom to focus on high-value activities and stronger client engagement.
Increase efficiency: Whether for daily or monthly information cycles, our process control and technology automate data gathering, transaction processing, reconciliation, and reporting to save time and improve accuracy.
Elevate reporting: See and share a more complete view of each client’s interrelated financial picture, including portfolio holdings, financial statements, performance and compliance reporting.
Protect your clients’ data: Our services are backed by strong, industry-standard security measures with our world-class international data centers, 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 investments, legal jurisdictions, tax regulations and compliance requirements that you may encounter.