For trust companies, family offices, SD-IRA platforms and other fiduciaries with rigorous principal & income accounting requirements, SS&C provides cloud-based software that streamlines administration, operations, investment and risk management.
Integrated, scalable and configurable trust and wealth management solutions
A comprehensive administrative, operations, investment and tax reporting product suite developed with growth, integration and data security in mind. Software & managed services designed for the client markets you serve now and in the future.
Technology and scalability to drive trust accounting, philanthropy and self-directed IRA platforms. Learn why InnoTrust® is that advantage.
Sophisticated technology driving innovative, user-friendly solutions for retirement platforms, third-party administrators and their customers.
Unique Asset Solutions
Traditional trust accounting applications are simply not designed to support the investment types categorized as Unique and Hard to Value.
Our trust & wealth management solutions are uniquely positioned to serve the needs of clients across markets, industries, size and complexity. We right-size our solutions and services to fit your needs and fuel your growth.
InnoPay a comprehensive solution for retirement plan and benefit plan administrators to intelligently automate the payment, reporting, regulatory compliance and tax services essential to participants in these highly regulated plans.
InnoTrust an industry-leading principal & interest accounting application for trust, wealth management, retirement platform, broker-dealer and other highly regulated financial services organizations with fiduciary reporting and compliance requirements.
Managed Services leading-edge solutions across all our trust and wealth management products, customized to fit your back office outsourcing needs.
TMMS and TRMS the standard for the OCC’s unique & hard-to-value asset classes, built specifically for the highly complex and detailed needs of oil & gas interests, real estate, closely-held businesses and notes and loans.
Trust Suite a best-of-breed SaaS platform combined under one roof to offer end-to-end trust-enabled wealth management capabilities. Our trust suite is designed to integrate your firm's front-office tools powered by your back-office data.