SS&C SmartSource™

Comprehensive middle and back-office outsourcing services, powered by today’s most advanced technology.  

SS&C SmartSource leverages SS&C Singularity™, SS&C’s next-generation, AI-driven investment operations and accounting platform. Singularity enables SS&C to deliver a full, flexible range of outsourcing services with unparalleled levels of operational efficiency, data accessibility, real-time transparency and oversight for global insurance companies, asset managers, real estate investment trusts, and other financial institutions.

SS&C SmartSource services include account administration, asset valuation, compliance processing, data gathering, investment accounting and valuation, performance measurement, reconciliation, regulatory reporting and statement generation. Our flexible, scalable infrastructure can effortlessly support your requirements as your business grows and diversifies, while our experts handle your operational and technology needs so your internal team can focus on more productive, revenue-generating activities.

Broad and deep expertise: Your outsourcing services will be provided by a dedicated, global operations team with 30+ years of extensive experience in securities, derivatives, and loan accounting, as well as fund administration.

Secure, 24x7 web & mobile accessibility: Singularity’s cloud-based, web and mobile accessible technology ensures you have real-time access to critical investment information and operational activities from virtually anywhere, at any time. Our two primary data centers in the U.S. and Canada hold SSAE18\ISAE3402 audited status and have passed Sarbanes-Oxley guidelines.

Flexibility: Flexible service options allow you to pick the middle and back office functions you wish to outsource or co-source, with seamless handoff and collaboration between your internal teams and SS&C professional staff.