Next-Generation Platforms:
Transforming Wealth Management
Fund Managers
Promote and distribute your fund range or your managed portfolios on your own platform, giving you control over your investment products.
Discretionary Fund Managers
Your own white-labeled platform to distribute your managed portfolio range and/or fund range directly to intermediaries or direct to retail investors (D2C).
Advised or D2C Platforms
Use our API to enable your own front-end user journey, with the SS&C Wealth Platform delivering a regulated back office and custody service, helping you better control costs.
IFA Consolidators & National IFA Groups
Power your own white-labeled investment platform to control your financial planning proposition with your own adviser teams and third-party advisers.
Enabling Technology
Our technology enables wealth managers to focus their capital spend on serving their individual investors, grow their businesses and centrally manage their investments more efficiently. It provides financial advisers and their clients with platform functionality only previously seen by large established financial institutions, an easy-to-use, secure system with a range of intuitive features that have been specifically designed to make life easier.
API Integration
D2C & Advised Proposition Support
DFM Automation
Fractional ETF Trading
Multi-Asset, Multi-Wrapper, Multi-Currency
White Labeling
Floating Model Portfolios
Featured Resources
Learn more about how SS&C can help you stay ahead of the competition.
