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SS&C Family Office Services

Keeping up with the increasing needs of the family office and complexity of investments, SS&C offers a suite of technology powered services to help reduce operating costs, risk and disparate systems.

Solutions to Help the Modern-Day Family Office


With portfolio diversification becoming increasingly important, SS&C can provide multi-asset class assistance with a customized model to support any size family office or investment.

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Family Office Services

SS&C offers a one-stop solution that eliminates the cost, risk and time of integrating disparate systems. Working in close collaboration with your office, our team delivers a comprehensive suite of technology-powered services, including portfolio accounting and reporting, full transaction support, partnership accounting, and tax accounting and reporting.

Client Centric Support Model

​ A partner committed to meet unique client requirements. Our industry experts provide consulting on start-up, cash management, partnership agreements and reporting and compliance.

Improve Efficiency

​ Whether for daily or monthly information cycles, our process control and technology automates data gathering, transaction processing, reconciliation and reporting to save you time.

Elevate Reporting

​ More effective view of complete, interrelated financial picture – portfolio holdings, financial statements, performance, and compliance reporting.

Go Further

​ SS&C provides the deepest level of accounting, tax, partner allocation, and performance calculations combined with comprehensive services customized to each client’s specific needs.

Increase Accuracy

​ Eliminate mistakes and ensure accounting integrity via our fully integrated database and automated reconciliation processes.

Enhance Control

​ Mitigate risk with best practice business processes, segregation of duties, and full audit trail.

Family Office Resources

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Brochure

Family Office Services

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SS&C offers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices.

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Report

Family Offices: A New Era of Growth

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Our report with Hedgeweek features insights into the changes Family offices have experienced and where they are in 2024.

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Webinar

Family Offices: A New Era of Growth

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Examine the findings of our recent Family Office report including the challenges faced by wealth-holders as they navigate the investment world.

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Whitepaper

Five Operational Challenges Facing the Modern Family Office

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A look at the challenges facing a modern Family Office and the steps they can take to help themselves moving forward.

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Infographic

Key Findings from Hedgeweek Report “Family Offices: A New Era of Growth”

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Discover key findings from the Hedgeweek report, sponsored by SS&C, which provides valuable intelligence and context on the Family Office market.

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