SS&C Wealth Management Solutions

Front-to-back wealth management ecosystem

Integrates portfolio management, pre and post-trade compliance solutions, and customizable reporting with financial planning to support a holistic wealth offering available on a cloud-based platform available as a hosted or fully outsourced solution.

Client Relationship Management (CRM)

Platforms that support proactive client
servicing, personalized advice, and account
growth.

Adviser-controlled platform

Empowers advice firms with enhanced control, from managing client interactions to deciding their remuneration.

Cloud-hosted registry solution

For wealth managers, retirement providers and
fund platforms to simplify and modernize operations.

Foreign Exchange (FX), Margin Trading and Risk Management

Strategic solutions in trading, leveraging advanced algorithms to monitor margin requirements, optimize positions, and safeguard against market volatility, ensuring consistent profitability and financial security.

Portfolio personalization at scale

Robust portfolio modeling, construction, SMA, UMA and rebalancing capabilities.

Financial planning

Incorporates AI-driven technology to streamline activities by automatically generating recommendations and suitability reports.

ESG Reporting

Provides accurate and detailed ESG rating data and performance metrics, which is a game-changer in helping explain to investors the impact of sustainable investing and ESG exposures.

Comprehensive risk and performance analytics

Provide investment professionals with the full suite of performance and risk analysis at their fingertips.