Client Communications
Engage stakeholders with bespoke reports and tailored portfolio insights.
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Client Relationship Management (CRM)
Drive client-centric alpha with our sophisticated CRM tailored for asset managers.
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Distribution Solutions
Elevate AUM growth with our robust distribution network alliances.
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Front Office
Seamlessly integrate multi asset class order entry, pre- and post-trade compliance, allocation, execution, and real time P&L analysis.
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Global Transfer Agency
Facilitate cross-border fund subscriptions and redemptions seamlessly.
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IBOR
Enhance decision-making with a consolidated, real-time Investment Book of Record.
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Investment Accounting
Ensure NAV accuracy with compliant fund accounting workflows.
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Middle Office
Navigate trade processing, trade matching and confirmation, reconciliations and data solutions, loan solutions, collateral management and accounting.
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Performance Measurement & Attribution
Dissect alpha sources with our advanced attribution models and benchmarks.
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Brokers/Sub-Accounting
Leverage operational and technology support can be an extension of your business for Reconciliation, Trading, Pricing and FMV, Transfers, and Dividend and interest.
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Registered Fund Services
Offering you a suite of registered fund services for mutual funds, interval funds, exchange-traded funds and products (ETFs/ETPs), closed-end funds, collective investment trusts (CITs) and private managed products.
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Regulatory
Navigate Blue Sky compliance, MiFID II, AIFMD, and UCITS regulations confidently.
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Retail Alternatives
Full-Service solution to support the Front-Middle-Back Office needs for a Retail Alternatives fund offering.
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Retirement Administration Services
Enhance DC and DB pension strategies with our specialized services.
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Risk Analytics
Dive deep into VaR, stress testing, and scenario analyses for holistic risk management.
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Compliance
Guidance on systems and processes, covering investment compliance, T+1 settlement, 22c-2, ESG, Cyber Security, IA Marketing Rule, Electronic Communications and more.
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Series Trust Solutions
Increased scale and faster Go-To-Market through a Series Trust Solution for mutual funds and a multi-series solution for an interval funds.
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Tax Services
Experience a comprehensive, technology-driven solution for tax compliance, reporting, and analytics that empowers fund managers to proactively manage their tax exposure throughout the year, ensuring real-time control and insight. Optimize for FATCA/CRS compliance and cross-border tax reclaim opportunities.
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Expert Support for Disruptive Business Events
Organizations are often confronted with disruptive business situations and don’t have enough qualified resources to meet the challenge. SS&C Flex is your secret weapon for tackling and minimizing the impact of unusual and seasonal events on your operations.
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