Report
Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Brochure
Algo Credit Regulatory Capital for Banks – Beyond Compliance
Read More
Explore how Algo Credit Regulatory Capital helps banks streamline compliance and optimize capital management.
SS&C Global Transfer Agency
Transfer Agency/Unit Registry Operations Technology and Outsourcing Solutions.
Webinar
Mastering End-to-End BDC Operations: Expert Insights and Best Practices
Watch Now
Your guide to mastering fund administration and SOX compliance—designed for BDC professionals looking to streamline operations and avoid common pitfalls.
Infographic
Themes Shaping Superannuation in 2025: Key insights to help superannuation funds stay ahead
View Now
Discover the key themes shaping superannuation in 2025. Download SS&C’s infographic for insights on member engagement, regulation and innovation.
Case Study
Gaining a Competitive Edge with the SS&C Performance Service
Streamline performance analytics with SS&C. Discover how a real estate firm transformed reporting for 55 funds and $33B in assets under management.
Safeguarding Patient Access
Read our case study to learn how we collaborated with a leading copay healthcare technology organization to limit impact of the historic 2024 cyberattack.
Video
Streamlining Enrollment, Benefits & Evidence of Insurability
Discover how technology is streamlining enrollment, benefits & evidence of insurability, helping employees make informed decisions in retirement planning.
An Integrated Platform for Hedge Fund Operations
Discover how SS&C Hedge Fund Solutions optimize efficiency, manage risk and enable seamless scaling through a unified, institutional-grade platform.
SS&C Managed IT Services - Cybersecurity
Protect your firm from cyber threats with SS&C’s cybersecurity services, including risk management, compliance and Fractional CISO leadership.
SS&C Managed IT Services - AI Solutions & Compute
Advance AI adoption in financial services with SS&C’s AI consulting services. Build a strategy, assess risk and deploy AI solutions with expert guidance.
SS&C Managed IT Services
Simplify IT operations with SS&C Managed IT Services. Secure, scalable solutions that reduce risk, enhance compliance & accelerate digital transformation.
SS&C Managed IT Services - Business Continuity and Disaster Recovery
Protect your business from IT disruptions with SS&C’s BC/DR solutions. Expert planning, testing and compliance alignment ensure resilience and recovery.
SS&C Managed IT Services - Digital Workplace Solutions
Modernize IT with SS&C’s Digital Workplace Solutions. Improve workforce productivity and simplify IT management with secure solutions.
SS&C Managed IT Services - Strategic IT Consulting
Maximize IT performance & business alignment with SS&C’s Strategic IT Consulting. Modernize infrastructure, optimize security & future-proof technology.
SS&C Managed IT Services - Managed Cloud
SS&C’s secure cloud solutions help financial firms migrate seamlessly, enhance performance and meet compliance mandates like SOC 2 and ISO 27001.
Secondaries in 2025: Insights for Private Equity Leaders
Discover key insights shaping the private equity secondary market, including growth drivers, tokenization, operational and data challenges. Download now.
Podcast
Tips and Tools for Staying Current with NAIC Statutory Filings
Listen Now
Learn more about the challenges of compliance and reporting with regulatory changes and portfolio complexity in NAIC statutory reporting.
Whitepaper
Five Key Priorities for US Family Offices
Explore five key priorities for US Family Offices, from risk management to technology modernization, to ensure long-term success.
Streamlining IRA Rollovers: A Smarter Approach for 2025
Discover how SS&C's Rollover Central streamlines the IRA rollover process, reducing delays, errors and fraud risks. Watch the interview now.
Inside the Hedge Fund Industry – ADFW 2024 Panel Discussion
Watch top hedge fund leaders discuss strategy, performance and industry trends in this exclusive ADFW 2024 panel discussion.
Tax Considerations Post-Election Review of Potential Tax Impacts of Private Markets
The 2024 US presidential election has significant implications for the Private Markets industry, including tax-related changes.
A Hybrid Multi-Cloud Strategy for Deploying AI Models
Discover how financial services firms can leverage a hybrid multi-cloud strategy to enhance AI security, performance and regulatory compliance.
Elevate Your Wellness Offering
Boost member engagement with SS&C Health’s Digital Experience Platform (DXP). A secure and scalable solution crafted to enhance interactions.
The Global Retirement Industry: Key Trends, Insights and Strategies for Staying Ahead
Key insights on the future of retirement. Strategies to optimize operations and growth and adapt to industry change in this webinar with SS&C and Deloitte.
Five Ways to Modernize Your Investor Experience
Our Concierge consulting team will provide a roadmap to modernize your operations and optimize every investor interaction.
Navigating the Retail Alternatives Boom: Trends, Strategies and Insights for 2025
Explore key trends in retail alternatives for 2025. Gain insights on hybrid funds, regulations and distribution strategies. Register now!
SS&C EVOLV: Integrated Risk and Finance
Streamline CECL compliance with SS&C EVOLV—an integrated risk and finance platform that enhances efficiency, transparency and reporting.
Identify and Prevent Payment of Suspicious Pharmacy Claims
Learn how SS&C Health’s FWA Sentry can identify and prevent suspicious pharmacy claims with real-time monitoring and expert reporting.
SS&C Mail Services
Mail room services for scanning and processing, data extraction/automated document classification, check processing and electronic deposits.
How to Align Your Population Health Strategy with the 5 CMS Strategic Objectives
Learn how to align your population health strategy with CMS objectives. Drive health equity and improved outcomes.
Improving Financial Wellness – A Closer Look at Student Loan Debt
Explore how financial wellness tools like SS&C’s Financial Wellness Center and student loan matching programs help employees manage student loan debt.
SS&C Retail Alternatives Transfer Agency Solutions
Discover how SS&C Transfer Agency Solutions streamline operations, improve compliance and enhance distribution for alternative investments.
A Virtuous Circle: The Advantages of Owning, Servicing and Licensing Proprietary Technology
Learn how SS&C’s virtuous circle of proprietary technology, licensing and servicing drives innovation, efficiency and client success.
Transforming Financial Wellness Through AI and the Metaverse
Discover how AI, gamification and the metaverse transform financial wellness for better engagement and outcomes.
Hedgeweek Report: Multi-Managers - What’s Next? Key Trends, Regional Shifts and New Technology
Discover how multi-strategy hedge funds overcome alpha challenges with robust technology solutions. View SS&C’s infographic for key insights and solutions.
The Key to Staying Ahead in 2025: Themes Shaping the Future of Superannuation
Explore 8 key themes shaping superannuation in 2025. Download now for insights and what they mean for super funds.
How to Effectively Manage Risk Within Your Foreign Exchange Treasury Operations
Understand and mitigate FX operational risks with this whitepaper on risk management best practices for foreign exchange treasury operations.
Thinking Local, Winning Global
Unlock the power of global unit registry insights to drive efficiency, smarter data and growth for Australian asset managers.
Multi-Managers – What’s Next? Key Trends, Regional Shifts and New Technology
Explore key outsourcing trends in multi-manager hedge funds as AuM triples and platforms experience unprecedented growth. Download the infographic now.
Streamlining Legal Administration for Enhanced Regulatory Compliance
Simplify legal administration for fund managers. Streamline compliance, reduce risk and focus on investments with SS&C’s expert solutions.
Are You Providing Your US Investors with the Tax Reporting They Require?
Investment Funds domiciled outside the US may have US tax reporting requirements if they have US investors or do business in the US. Are you ready?
The Four Features that Define the Modern Wholesaler
Our latest free whitepaper explores the necessary responsibilities, skills, mindset and motivation of the modern wholesaler.
Building the Bridge to Retirement Income
Learn strategies to secure retirement income and explore 2025 trends with Jeff Snyder, Matthew Wolniewicz of Income America and Ryan Grosdidier of SS&C.
A Virtuous Circle
SS&C is both a developer of software for financial enterprises and a provider of outsourced operational services powered by that same software.
Key Industry Trends Impacting the Multi-Manager Platform Space
Explore the industry trends driving growth and having the biggest impact in the multi-manager platform space. View our infographic to learn more.
Regions Driving the Next Phase of Multi-Manager Platform Growth
Discover the regions driving growth in multi-manager platforms. View our map infographic depicting the regions expected to drive the next phase of growth.
Multi-Managers - What’s Next?
Explore the four key findings from our recent report on trends, technology in the multi-manager space. View the infographic to learn more.
Registered Fund Services: Tax Administration
Streamline tax compliance for registered funds with SS&C's tailored solutions. Ensure accuracy, efficiency and adherence to regulations.
Wealth Managers: How to Make the Most of Opportunities in Alternative Investments
Discover how wealth managers can overcome operational challenges and thrive in the alternative investments space. Download the whitepaper now.
Registered Fund Services: Fund Administration
Simplify fund management with SS&C’s scalable, compliance-driven administration solutions. Optimize performance and accelerate growth.
Essentials for Emerging Hedge Fund Managers: Getting it Right from the Start
Discover essential steps for emerging hedge fund managers to build a solid operational foundation and achieve scalable growth from the start.
FRTB Implementation Across Central and South America
Stay ahead of FRTB regulations in Central and South America with country-specific updates and preparation strategies.
Broadcast Retirement Network: Managing Healthcare Costs in Retirement
Learn how to manage rising healthcare costs in retirement with expert insights from SS&C and HealthView Services. Watch the video.
Boutiques vs. Giants: How to Gain Competitive Agility in a Challenging Market
Learn how boutique asset managers can stay agile and competitive in today’s market with tailored outsourcing strategies.
Institutional Grade Operations
Read our whitepaper to learn how to strengthen operations for optimized returns and reduced risk for pensions, foundations and endowments.
SS&C GlobeOp Solutions
SS&C GlobeOp: Comprehensive fund administration & outsourcing for private equity, hedge funds and more. Explore our full suite of global solutions.
The Democratization Of Private Markets A Growing Opportunity For Fund Managers
Private markets are attracting retail investors as technology drives democratization. Explore how this trend reshapes fundraising and capital access.
Expanding Offshore – A Guide for Chinese Onshore Fund Managers
Navigating Offshore Expansion: 5 Key Considerations for Onshore Chinese Fund Managers expanding into Hong Kong and Singapore.
Form PF Compliance Guide for Meeting the March 2025 Deadline
Get ready for March 2025 Form PF updates. Download SS&C's Form PF Compliance Guide for insights and compliance tips.
Integrated D-SNP vs Medicare Advantage Enrollment
Compare Medicare Advantage and Dual Eligibles Special Needs Plans (D-SNPs) based on enrollment periods, eligibility and transactions.
SS&C Analytics Reporting Service
Discover SS&C Analytics Reporting Service for on-demand performance measurements, streamlined data management and enhanced decision-making.
Ginnie Mae Loan Reporting Best Practices
Automate Ginnie Mae reporting with SS&C’s Precision LM. Save time, reduce errors and scale your portfolio with expert guidance.
Advice Navigator
Advice Navigator is an AI tool built to give advisors a single source of query for all their key tasks and questions.
SS&C Property Management - Property Marketing
Learn more about SS&C's all-in-one property management software for streamlined marketing, lead tracking, applications and e-leasing.
Family Offices of the Future
Explore growth, trends and challenges facing family offices in 2025, including APAC opportunities and private credit strategies.
Bridging the Climate Risk Gap: Integrating Climate Risk into Risk Management Frameworks
Discover how to integrate climate risk into risk frameworks, address regulatory challenges and quantify risks effectively.
Integrating Climate into Market and Credit Risk Frameworks - What's Next?
Firms are beginning to view climate as a present-day market risk that needs to be integrated into short-term risk assessments. Learn more.
Spotlight on Expanding into the UAE - Episode 8
Listen to our podcast in which we're joined by Bhagesh Malde, discussing all things SS&C in the UAE ahead of Abu Dhabi Finance Week.
Building Resilient Architectures: How Intelligent Automation Elevates Risk Management
Elevate risk management with intelligent automation. Automate tasks, resolve data issues, gain insights and confidence for resilient efficient operations.
Algo Climate Scenarios for Transition Risk, Powered by CLIMAFIN
Advanced climate risk management solution: Achieve regulatory compliance, optimize portfolios, strengthen resilience with cutting-edge scenario analysis.
The Secondary Market
This Private Equity Wire Secondaries report provides GP and LP perspectives on today’s market growth and the challenges in the coming year.
SS&C Property Management - Facilities Maintenance
Optimize property maintenance and occupant satisfaction with SS&C's all-in-one facilities management solution.
A Lifetime of Learning
Explore how globalization, digital transformation and upskilling are reshaping careers in this insightful BRN interview with Andy Madigan and Jeff Snyder.
Efficient Local Government Investment Pool Management
SS&C Transfer Agency Services for efficient Local Government Investment Pool management ensure compliance, accuracy and tailored solutions.
The Future of Superannuation: Global Trends, Member Expectations
Unlocking the future of Superannuation with SS&C and Mine Super. Insights on global trends, diverse member demands and strategic shifts.
AI Survey Report from SS&C Deliver 2024
Gain key AI insights from SS&C Deliver 2024—discover trends, challenges and benefits in our survey results. Download the report now.
Trends in Balance Sheet Management and Risk Interconnectivity
Leo Armer at SS&C Algorithmics dives into many industry topics such as climate risk management, generative AI and others with RiskMinds.
A Complete Toolkit for Multi-strategy Hedge Funds
To generate alpha, more fund managers are adopting multi-strategy models and partnering with SS&C for comprehensive middle- and back-office solutions.
Multi-Managers: What's Next?
Join our webinar for exclusive insights on hedge fund growth, UAE expansion, talent trends and anticipated consolidation in the multi-manager sector.
How to Transform your Middle Office
Optimize your middle office with SS&C. Boost efficiency, scale operations and enhance decision-making. Download our brochure to learn more.
The Model of Global Transfer Agency: Idealist or Realistic?
Discover how SS&C is transforming business growth through global transfer agency models. Learn strategies and hear from industry leaders in this webinar.
SS&C Singularity's Platform for Independent Asset Managers
Grow your insurance portfolio with SS&C's Singularity platform. Enhance accounting, reporting and analytics with cost-effective, scalable solutions.
Smarter Segmentation
Rising Risk Patients: A Population Health Analytics whitepaper. Use the Johns Hopkins ACG System to identify, stratify and intervene for better outcomes.
Unpacking Australia's Outsourcing Priorities
Discover Australia's outsourcing priorities: Over 50% cite technology, cost and location as key drivers. Download our full infographic for insights!
Mastering Investment Operations and Accounting in the Modern Insurance Landscape
Streamline insurance investment operations with SS&C's powerful solutions. Boost efficiency, manage risk and ensure compliance. Download our brochure today.
Expanding into Private Market Strategies in Australia
Discover key insights on streamlining operations for private market strategies in Australia. Download our whitepaper for essential strategies.
Compliance Consulting Solutions for APAC Financial Institutions
Optimize your compliance strategy with SS&C's solutions for APAC financial institutions. Expert guidance, cost-effective strategies & regulatory alignment.
Transform Your Hedge Fund Operations for Efficiency and Growth
Automate hedge fund operations with SS&C. Enhance productivity, reduce risk and maximize results with cutting-edge technology and data insights.
AEOI Masterclass
Learn how outsourcing AEOI compliance eases the burden on responsible officers and internal compliance teams while reducing the risk of non-compliance.
Global Retirement Outlook
Discover key trends shaping the global retirement industry, how to leverage technology, data and personalized value in this SS&C and Deloitte whitepaper.
Prepare for the New Form PF Reporting Requirements
Form PF Reporting requirements including the expanded reporting requirements, timelines and deadlines and preparation strategies.
Multi-Managers What's Next?
Discover key insights into the rise of multi-manager platforms, outperformance trends and industry growth in the Hedgeweek Multi-Manager Report.
SS&C EVOLV Finance Hub – Credit Unions
Elevate your Credit Union’s finance operations with EVOLV Finance Hub, real-time analytics, automated reporting and seamless integration for efficiency.
SS&C AML Solutions
SS&C AML Solutions streamlines compliance with advanced technology, automating KYC/AML processes, reducing risk and ensuring global regulatory adherence.
SS&C HealthHub
SS&C HealthHub simplifies healthcare planning with personalized insights, cost projections and comprehensive resources for advisors and investors.
FORM SHO
The SEC’s Rule 13f-2 represents a significant advancement in regulatory oversight addressing the complex landscape of hedge fund short-selling practices.
The Growing Opportunity in Retail Alternatives
Discover why retail investors are embracing alternatives and how fund managers can capitalize. Download the whitepaper now.
eBook
Mitigating Resident Turnover: Leveraging Technology to Increase Resident Retention During Periods of High Turnover
Discover how to use technology to reduce resident turnover and boost retention. Learn practical tips and insights for effective property management.
Venture Capital Solutions
SS&C's extensive venture capital knowledge, makes us able to provide thoughtful analysis and solutions that can assist each individual firm’s needs.
Unlock the Power of Private Markets with SS&C
Discover SS&C's private markets solutions for streamlined operations, tailored tech and expert support. Download our brochure to boost your fund's success.
Embracing the Cloud While Avoiding a Costly Future
Discover key cloud migration strategies for financial risk to unlock AI potential, boost scalability and avoid costly mistakes. Download the whitepaper now.
Discover how integrated transfer agency solutions can drive operational efficiency, data insights and global growth for asset managers.
VELO Physical Risk Exposure Reports, Powered by Riskthinking.AI
Get firm-level insights into public companies' climate risk exposures. Enhance due diligence, streamline reporting with Riskthinking.AI.
VELO Physical Risk Exposure - Enterprise Platform, Powered by Riskthinking.AI
Integrate climate risk data into your investment strategy with VELO. Access public company data, proprietary asset scores and global exposures.
Algo Pricing Library Toolkit
Unlock SS&C Algorithmics pricing with our Algo Pricing Library Toolkit. Seamlessly integrate advanced models using Python or C++. Download now!
Middle Office Lifecycle Stages
Watch our webinar to explore the trade lifecycle stages with expert insights from our Middle Office thought leaders.
Benefits of Utilizing SS&C Flex
In today's fast-paced business environment, companies often encounter unexpected disruptions such as sudden market fluctuations that can threaten stability.
Minimize Impact with Rapid Response
How Rollovers are Driving IRA Growth
SS&C on Broadcast Retirement Network to discuss how rollovers drive IRA growth. Expert insights into retirement trends and strategies.
An Asset Manager's Guide to Choosing an MSP
Discover how managed IT services can reduce costs, enhance security and boost efficiency for asset managers. Download our whitepaper to learn more.
Navigating SEC Rule 13F-2 and Form SHO Reporting
Join us for our webinar with ACA Group to stay ahead of the new SEC Rule 13F-2 and Form SHO reporting requirements.
Optimize IT Infrastructure with SS&C’s Managed IT Services
Optimize your IT with SS&C's Managed IT Services. Secure, scalable solutions and 24/7 global support from a trusted Managed Services Provider (MSP).
How to Transform Your Bank with Fintech Services
Transform your bank with SS&C’s fintech solutions. Enhance efficiency, manage risk, cut costs and drive growth. Download our brochure to learn more.
Financial Risk Management in the Cloud: Unlock Significant Cost Savings with Autoscaling
Optimize financial risk management with SS&C Algorithmics' cloud autoscaling to optimize compute usage and significantly cut costs.
Financial Risk Management Cloud Migration: A Containerized Approach is Fast, Efficient and Cost-effective
Transform your financial risk management with SS&C Algorithmics' cloud migration. Discover cost savings, agility and security.
Overcoming the Challenges of Climate Risk Regulations: A Guide to Climate Stress Test Implementation
Master climate risk regulations with this guide to stress test implementation, data challenges and compliance. Download now for actionable insights.
Solving Data Challenges with SS&C Everywhere
Solve data management challenges. SS&C Everywhere helps you connect disparate systems and organize your data to make quick data-driven decisions.
The Climate Risk Imperative and What it Means for Financial Risk Management
Learn how Riskthinking.AI and SS&C are working together to bring stochastic climate data into the heart of financial risk management.
Transform Your 529 Plan Management with SS&C
Streamline 529 plan management with SS&C's scalable solutions. Enhance compliance, efficiency and participant experience. Download our brochure now!
SS&C FundHub AI
SS&C FundHub AI revolutionizes fund management with AI-powered insights, tackling unstructured data with 99-100% confidence for smarter decisions.
Spotlight on Expanding into the UAE - Episode 7
This podcast episode explores the current trends in the UAE’s fund setup landscape and how technology is reshaping the operation of investment funds.
Competing to Win
Discover how to turn operational performance into a competitive advantage in hedge funds. Download our whitepaper for key insights and strategies!
Take Your Hedge Fund to the Next Level
Discover SS&C's front-to-back solutions for emerging hedge funds. Minimize costs, boost efficiency and mitigate risks. Download our brochure now.
Enhancing Operational Alpha
Pursuit of greater alpha and well-diversified asset allocation in institutional and retail asset management ushers in a new era of investment opportunities.
SS&C Property Management - Lease Management
Streamline leasing and tenant communication with SS&C. Automate rent collection, manage financials and optimize operations. Download our brochure now.
SS&C EVOLV Finance Hub
Elevate your bank's finance operations with SS&C EVOLV Finance Hub—real-time analytics, automated reporting & seamless integration for efficiency & growth.
Key Considerations for Implementing Intelligent Automation in Your Financial Risk Organization
Discover how Intelligent Automation can revolutionize financial risk management by optimizing processes, reducing errors and enhancing decision-making.
Navigating the Complex Reporting Landscape: The Future of Data Analytics, with the Power of Gen AI
Join our webinar to explore how using AI we can deliver all kinds of complex reporting and data integration.
“I” on the Target
Our whitepaper explores the role influence plays in evaluating and segmenting your most important clients.
SS&C SKYLINE - Property Management, Re-imagined
A single, cloud-native property management platform for multiple property types that streamlines your operations and reduces your operational overhead.
SS&C Property Management - Customizable Reporting
Boost efficiency with customizable reporting. Access real-time data, automate reports and make data-driven decisions. Download our brochure to learn more.
SS&C Property Management - Accounting
Automate property accounting with ease. Streamline payables, receivables and rent collection while improving cash flow.
Onboarding New Investment Portfolios- How to Speed up the Process
Speed up onboarding new investment portfolios with a standardized, scalable process. Use this checklist to ensure timely, accurate onboarding for insurers.
ETFs – Sparse Bond Portfolio Optimization and Market Liquidity
Optimize ETF portfolios with innovative mathematical and machine learning techniques to minimize tracking errors and enhance diversification.
A Time-Change Approach for Short-Term Interest Rate Modelling
Gain comprehensive insights into our research and discover advanced methodologies for managing interest rate risks amidst global economic changes.
Statutory Reporting Expertise for Insurers
Outsource statutory reporting to SS&C for compliance and efficiency. We offer statement preparation, quality control reviews, RBC analysis, and more.
Unlock the Secrets to a Seamless Investment Platform Transfer
Ten tips for successfully transferring assets to a strategic investment platform. Deliver value to your clients and improve operational efficiency.
Fixed Income Evaluations Vendor Benchmark Study 2024
Insights from our 8th Fixed Income Benchmark Study, evaluating vendor capabilities in market coverage and price alignment for informed investment decisions.
Customer Due Diligence in the Abu Dhabi Global Market
Stay compliant with ADGM’s latest Financial Crime regulations. Download this update to learn about AML, sanctions and due diligence requirements in the UAE.
Navigating Interval and Tender Funds: Expert Insights on Launch and Operational Excellence
Get tips on launching and managing Interval and Tender Funds, including fund structure, distribution, and operational efficiency in this on-demand webinar.
Transform Your Client Connectivity with SS&C Digital360
Enhance investor engagement with SS&C Digital360: personalized portals, automated efficiency and seamless experience. Download the brochure to learn more.
Generational Change among the Top Challenges for Family Offices
Discover insights on the impact of generational differences on family office priorities and the key generational dividing line from our Hedgeweek report.
Outsourcing as Common Practice Among Family Offices
Discover the top functions outsourced by family offices as reported in our report "Family Offices: A New Era of Growth" with Hedgeweek.
Choosing the Right Transfer Agent: Look Before You Switch
Discover the key factors for selecting the right transfer agent. Avoid pitfalls and make informed decisions. Get insights now!
Why Should I Consider a Non-Bank Transfer Agent?
Transfer agents have mostly been a recordkeeping function but that’s changing. Fund managers now look to their transfer agents to be strategic partners.
Driving Value with BPO
SS&C's Rob Trower sits down with Jason Vaughn to share how SS&C is driving value for customers and prospects with SS&C's BPO offering.
SS&C's Business Process Outsourcing
Learn more about how SS&C is investing in BPO as SS&C's head of BPO, Rob Trower shares this and more with Jason Vaughn.
Assessing the Materiality of Climate Risks
Climate risk management for CROs. Learn how an ERM approach helps assess and mitigate climate risks effectively.
Key Drivers of Outsourcing Decisions: The Hedge Funds View
Download our infographic to explore hedge fund managers’ attitudes towards outsourcing as outlined in our report with Global Custodian.
The Case for a Specialized Transfer Agent
Consider a specialized transfer agent. Learn more about the five key reasons for separating from financial institutions.
Copay Assistance
Copay assistance processing with private data centers, systems, secure private cloud; rapid development and implementation as primary or redundant partner
Key Drivers of Outsourcing Decisions: The Asset Managers View
Download our infographic to explore asset managers’ attitudes towards outsourcing as outlined in our report with Global Custodian.
Liquidity Growth Opportunities
Among the multifaceted benefits of a single platform and a single provider, SS&C’s global transfer agency and visualization layer is domicile agnostic.
Defining Liquidity
Optimize the Private Lending Lifecycle
The loan lifecycle within private credit can be complex and calls for technology specific to private credit administration.
The Future of Intelligent Automation for Risk Management
Discover how intelligent automation (IA) and AI are revolutionizing risk management in banking from industry experts in our comprehensive whitepaper.
Avoiding Negative Yield: Flexible Co-Sourcing Models for Insurance Investment Operations
Whether you're a CIO or a CRO considering co-sourcing, this episode offers valuable insights into how co-sourcing can enhance your investment operations.
Understanding the Tax Requirements for Interval Funds
Master the tax landscape of interval funds with our whitepaper. Get IRS compliance tips, diversification rules, and distribution insights. Download now.
Transforming Credit Risk Management with a Single Source of Truth
Learn how SS&C transformed credit risk management for a multinational bank. Achieve unified views, real-time monitoring and efficiency.
Advantages of a Series Trust for Registered Fund Advisors
Discover the benefits of a Series Trust for fund advisors: control costs, reduce risks, and gain a competitive edge.
Top 8 Strategies For Achieving Economies of Scale in Private Credit
Learn about the latest trends unfolding in the private credit space and how managers are utilizing technology to solve for common challenges.
Key Findings from Hedgeweek Report “Family Offices: A New Era of Growth”
Discover key findings from the Hedgeweek report, sponsored by SS&C, which provides valuable intelligence and context on the Family Office market.
SS&C Transfer Agency Asia Service Desk
SS&C Asia Service Desk offers flexible, tailored solutions for Asian distributed funds, providing fast response times and innovative digital servicing.
Implementing AI in the Retirement Industry
SS&C Retirement Solutions has had significant growth in outsourcing relationships. Learn how automation and AI play a role in these opportunities.
Spotlight on Expanding into the UAE – Episode 6
Listen to this episode as we discuss investment flows between the US and the Middle East and things to keep in mind.
Unlock Powerful Business Insights with SS&C Sightline's Scalable Business Intelligence Platform
Sightline's Data Integration, Data Transformation and Report Generation/Visualization capabilities enable businesses to securely perform their best.
Professional Services Team Model Extends Business Capabilities for Alternative Investments
Discover how Lindberg & Ripple achieved 400% growth in account volume with SS&C Accord. Download the case study now.
Planning Guide for the Principles-Based Bond Definition Transition
Prepare for the 2025 Principles-Based Bond Definition transition, bond classification changes and new data points for a smooth and compliant transition.
Multi-Manager Platforms
Today multi-manager platforms face unique challenges which require specialized fund and tax accounting expertise.
ECDS: How One Client Prepared for NCQA Digital Measure Expansion
Case study: Challenges and results supporting HEDIS measurement, Star Rating performance and leveraging interoperable clinical data; NCQA ECDS strategy.
The Future of Intelligent Automation for Next-Level Risk Management
SS&C Algorithmics partnered with Risk.net for a webinar discussing the strategic, operational and ethical implications of automation in the banking sector.
Progressive Outsourcing Strategies in Asia Pacific
Discover the evolving attitudes and growing reception of the progressive outsourcing strategies among asset managers and hedge funds in Asia Pacific.
Driving Member Outcomes Through Digital Innovation
Helping you with SS&C's Superannuation Solutions - Member Administration services: Administration services for members, pensioners and employers.
Investing in SS&C's Compliance Offering
Changing regulations from the SEC and other agencies in response to market dynamics, technology advancements, investor protection and transparency.
Changing Regulatory Landscape
SS&C Desktop as a Service
SS&C offers a flexible hosting solution that reduces your internal IT footprint and frees you to concentrate on your clients and employees.
Data and Digital Experiences Give Asset Managers a Competitive Edge
Learn more about SS&C's greatest value and how data and digital experience give asset managers a competitive edge.
Largest Disruptors in the Recordkeeping Space
Learn more about the largest disruptors that are going to affect the investor recordkeeping space in the US and how SS&C can help.
SS&C Presents Singularity
Learn about SS&C Singularity, our cloud-based insurance investment accounting technology backed by SS&C insurance experts.
Industry Experts Can Help Asset Managers Stay Ahead
Learn how SS&C’s experienced relationship management team delivers diverse perspectives to our clients to help them succeed and stay ahead.
Growth Opportunities In the Alternatives Space
SS&C helps Broker-Dealers navigate operational challenges in the alternatives industry to simplify complexities, empower growth and drive efficiencies.
Growing Alternatives Amid Operational Challenges for Broker-Dealers
The right provider can help firms grow their business while providing an efficient and effective operational model.
Driving Value for SS&C Clients
Learn what sets SS&C's relationship management team apart from the competition and the value it drives for clients.
Transferring Client Assets to a Strategic Investment Platform
Key considerations and tips for a successful asset transfer project based on experiences from advisers and industry experts.
Exploring the Evolving Management on Regulatory Compliance: IRRBB, Basel IV and Beyond
SS&C Algorithmics and Regnology discuss how to navigate risk management and regulatory compliance for EBA’s Interest Rate Risk in the Banking Book (IRRBB).
TRAC® Administration Scenarios
Improve efficiencies and servicing with your retirement recordkeeping with SS&C Retirement Solutions’ outsourcing options and end-to-end solutions.
Modernizing and Transforming Recordkeeping with TRAC® Webinar
Learn how you can benefit from the SS&C TRAC Recordkeeping Platform and our full suite of solutions for core recordkeeping.
Treasury and Capital Markets Trade Processing, Investment Operations and Accounting
SS&C Singularity revolutionizes Treasury and Capital Markets trade processing with AI, ML and Predictive Analytics, delivering unmatched efficiency and savings.
2024 Regulatory Changes in the Cayman Islands and the United States
Download our industry update to better understand the evolving regulatory landscape of the Funds industry in the Cayman Islands and United States.
Spotlight on Expanding into the UAE - Episode 5
In this episode we visit with Obediah Ayton, Director of Dhabi Hold Co and Chairman of ADFO Summits, a notable UAE Family Office event.
The Evolution of Participant Engagement
Employees, investors and participants often feel overwhelmed navigating today’s complex, continually evolving financial landscape and market gyrations.
SS&C Transfer Agent Client Advantage
Learn how you can benefit from your existing SS&C relationship by working with one Transfer Agent and Blue Sky provider.
SS&C GoWire
Download our SS&C GoWire brochure to learn how we offer transparency into storing and maintaining settlement for wires.
Our Financial Wellness Center helps individuals achieve their financial goals by offering a range of planning tools and personalized educational resources.
Bank Increases Revenue
SS&C EVOLV transforms a mid-size bank’s end-to-end allowance process with a unified risk and accounting platform.
Top 40 US Bank with $65+ Billion in Assets
Top 40 US Bank with $65+ Billion in Assets Streamlines finance architecture, automates accounting processes & enhances reporting capabilities With EVOLV.
Top 10 US Bank with $350+ Billion in Assets
Top 10 US Bank with $350+ Billion in Assets achieves 30% reduction in operating costs through automation of complex accounting processes with SS&C EVOLV.
The Comprehensive Loan Solution for REITs
SS&C EVOLV offers insight to navigate complex banking challenges with leading cloud-based integrated risk and finance solution.
Mortgage Servicing Rights (MSR) Solution
SS&C MSR Accounting solution provides a reliable end-to-end solution with Master Servicing Rights, streamlining the process with precision and efficiency.
The Critical Questions (and Their Answers) to In-Plan Income Solution Adoption
If you’re implementing retirement income solutions, SS&C Retirement Solutions has a cost-effective solution for the servicing of retirement income products.
Unlocking Expertise, Amplifying Value and Empowering Our Customers
Learn about the acceleration of complexities in the asset management space over the next 12 months in the US.
Navigating the Evolving Asset Management Landscape
Notable trends in the asset management industry are accelerating the complexity of challenges that will face asset managers in the coming years.
Five Strategies to Improve Population Health Using the ACG System
Practical strategies to improve population health using the power of the Johns Hopkins ACG® System to uncover patterns at the population and patient levels.
Algo Credit Manager, Powered by Intelligent Automation
The SS&C Algo Credit Manager solution, powered by Intelligent Automation, manages financial covenants more effectively and efficiently.
Angel Oak and SS&C Discuss Insurance Company Demand for Residential Loans
Angel Oak's Institutional Client Group and SS&C discuss insurance investors’ ongoing demand to add residential loans to portfolios.
Spotlight on Expanding into the UAE - Episode 4
Discover why Abu Dhabi is acclaimed as the "capital of capital" and gain insights into ADGM's future growth plans from Bharath Shivappa.
Mine Super Outsources to SS&C to Improve Costs and Deliver Continued Member Satisfaction
The insights to the SS&C and Mine Super Superannuation Administration Case Study that is transforming the industry and driving member satisfaction.
Video Q&A with Ryan Grosdidier, Retirement Income Solutions, SS&C Retirement Solutions
SS&C Retirement Solutions provides an efficient and scalable model for the distribution and servicing of guaranteed income products.
Go Beyond Hosting with Business Process Outsourcing (BPO)
Download our business process outsourcing brochure (BPO) to discover how we provide flexible outsourcing models to help you grow your business.
Increasing Employee Retention in Property Management
Explore employee retention strategy of learning and development training; the role of technology in advancing employee proficiency and job satisfaction.
Blue Sky Administration
Learn how to uncover the benefits of SS&C Blue Sky Administration’s full technology and service offering to help overcome operational challenges and costs.
Driving Efficiency in Investor Onboarding
This investor services whitepaper examines how a digital solution can improve the investor’s onboarding experience, and confidence in the manager.
Technology Partnership Provides Growth Opportunity for Independent Insurance Asset Managers
Independent Asset Managers: Win a larger share of insurance asset allocation mandates with value-added accounting and regulatory reporting services.
Improve Investor Transparency
SS&C is modernizing how information is made accessible to investors through a single web portal across managers.
SKYLINE Unlimited Annual Live Training Package
SKYLINE Property Management training lets you dive into a wealth of knowledge, maximizing the value of your system.
Singapore Management Company Administration and Compliance Services
With 15+ years of experience in administration, accounting and reporting services, discover how SS&C can help unlock compliance efficiency and accuracy.
Independent, Client-Tailored Valuation Services
Download our brochure to learn more about how our internal analytical libraries and pricing applications can support your valuation requirements.
On to the Next Chapter: What You Need to Know When It's Time to Wind Down a Fund
An orderly wind-down can open the door to new opportunities for GPs and LPs. This whitepaper details the issues to address to ensure a smooth transition.
Outsourcing Middle- and Back-Office Functions: An Assessment of Perceived Experience
Watch our webinar with Global Custodian on middle and office outsourcing, and hear from industry experts views on the considerations.
The Advancement and Future of Data Management and Visualization
Get insights on financial growth and risk mitigation with SS&C through our whitepaper on data management and business intelligence tools.
Work with SS&C to Solve Your Data Challenges
Self-service allows employees to access and analyze data from multiple sources, increasing efficiency and preparing businesses for data-driven challenges.
Outsourcing Middle- and Back-Office Functions: Asia Perspective
This report in partnership with Global Custodian looks at the middle- and back-office trends and opportunities to outsource in Asia.
Family Offices: A New Era of Growth
Examine the findings of our recent Family Office report including the challenges faced by wealth-holders as they navigate the investment world.
SS&C Loan Solutions: Full Technology Suite for the Entire Transaction Lifecycle
Support for the entire loan lifecycle from origination to maturity. Unmatched loan product coverage for a broad list of lenders and transaction types.
Humans and Machine: The AI-Influenced Distribution Team of the Future
Learn how artificial intelligence tools like ChatGPT or machine learning could influence the day-to-day work of asset managers.
Hedge Fund Administration
Our hedge fund administration team services all fund types and growth stages. Download our brochure and learn how we can help.
Shadow Administration
Learn how our shadow administration services can help provide the transparency, accuracy and security you need.
SS&C Algorithmics Solutions for FRTB
Algorithmics Solutions for FRTB helps banks achieve regulatory compliance with advanced risk analytics, cutting-edge technology and a modular architecture.
7 Reasons the Investment Management Industry is Setting up Operations in the United Arab Emirates
Download our guide for guidance on some of the reasons why investment firms are setting up in the United Arab Emirates (UAE).
Mind the Gap – What Are the Technology Gaps Facing Financial Institutions?
Financial institutions face fundamental technology gaps with accounting & managing loans. Find out how to tackle these through architecture-based approach.
Hedge Funds Outsource to Generate Alpha and Drive Innovation at Scale
SS&C speaks with HFM on how hedge funds outsource to optimize costs, create alpha and drive innovation.
10 Benefits of Outsourcing to a Fund Administrator
Infrastructure fund structures can be very complex. Outsourcing to a fund administrator can help you streamline operations and create efficiencies.
Our report with Hedgeweek features insights into the changes Family offices have experienced and where they are in 2024.
Work with SS&C to Remove the Burden of SHO Reporting
Read our guide to help you understand the newly introduced 13f-2 from the SEC. The new Form SHO discloses information relating to month-end short positions.
Spotlight on Expanding into the UAE - Episode 3
Expanding into the UAE: future trends of the Middle Eastern job market and the growing trend of professionals moving to the region for career advancement.
Voluntary Corporate Actions - FAQs
Download our Voluntary Corporate Actions (VCA) Frequently Asked Questions document to learn more on our service.
Empower Your Organization with a Fully Streamlined End-to-End IRRBB and Liquidity Risk Management Solution
With the strengths of Algorithmics and Regnology, banks get a simplified data ingestion process for a seamless end-to-end risk and regulatory solution.
Reassessing Outsourcing Setups Across Asia Pacific
An insider guide to outsourcing in Asia Pacific. What are the key considerations for fund managers to respond to market changes, growth and regulation?
Get Compliant with Quarterly Statement Rule Reporting
Find out more about the Quarterly Statement Rule (QSR) for information regarding regulatory fees and expenses for private advisory funds.
What Key Characteristics are LPs Looking for in Emerging Fund Managers?
Discover the key characteristics of and how emerging managers are scaling up and unlocking serious LP capital.
Shadow Servicing
Comprehensive SBO loan solution that provides daily servicing and month-end accounting for clients, configurable, simple to use and designed to scale.
SS&C Algorithmics - Risk-Aware Decision Making
SS&C Algorithmics is a technology‑powered solution for advanced financial risk management targeting banks, insurance companies and asset management firms.
VentureSouq Automates Processes and Grows with SS&C Fund Administration Solutions
Discover how we supported this leading venture capital fund manager to streamline processes and grow their business.
Strengthening Your Organization's Crisis Response: How Best to Prepare
Discover SS&C Global Crisis Management Program’s Risk offering, featuring customized consultative services for crisis response planning and preparation.
Investments & Wealth Monitor Rise of the ETFs
This whitepaper, in partnership with Investments & Wealth Institute, takes a deep dive into what makes ETFs so appealing.
SS&C Algorithmics for Credit Management - Credit LifeCycle
SS&C Algorithmics Credit Manager provides financial institutions with end-to-end support throughout the credit lifecycle, meeting regulatory standards.
Is Your Insurance Investment Portfolio Prepared for Increased Default Risk?
Market factors leading to default risk and six business considerations for insurers to minimize risk in today’s market.
To Bundle or Unbundle? Key Considerations for Fund Managers Launching in Europe
What are the key considerations for fund managers launching in Europe? Learn how working with independent providers can be advantageous to your success.
Spotlight on Expanding into the UAE - Episode 2
Our conversation delves into the recent trend of funds, managers and firms establishing their presence in Dubai, specifically within the DIFC.
Innovate and Simplify Connectivity with SS&C Global Transfer Agency Services
Experience seamless connectivity with SS&C Global Transfer Agency services. Tailored solutions, cutting-edge technology, and global reach await.
6 Things Your Fund Administrator Should Do For You
Who you choose matters. When evaluating fund administrators, these are the six main things you want to think about.
Customer Due Diligence and Anti- Money Laundering
Download our brochure to learn about SS&C's risk-based due diligence models for customer due diligence and AML.
SS&C Unit Registry - Australia
Experience seamless connectivity with SS&C Unit Registry services. Tailored solutions, cutting-edge technology, and global reach await.
Understanding Opportunities in the European Market
APAC-based managers looking to Europe as a new source of capital need to consider market nuances and regulatory requirements
Johns Hopkins Medicine Office of Population Health: Using Analytics and Strategic Planning to Execute on Value-based Care Initiatives
Strategic goals, best practices and insights to support your transition to value-based care using the power of the Johns Hopkins ACG® System.
FRTB Implementation: Key Insights and Learnings
SS&C Algorithmics shares key learnings on FRTB implementations and challenges facing banks between the choice of standardized or internal model approach.
SS&C Accord
SS&C Accord helps aggregate siloed data, deliver analytics needed to help investors and helps you make data-based decisions on alternative asset classes.
Article
FRTB: A Question of Strategy for US Banks
Risk.net and SS&C Algorithmics explores the global FRTB implementation landscape and its current state of play.
Series Trust vs Standalone Trust: Cost & Time to Market Reduced
Compare and contrast series trust with standalone trusts. Hear from each perspective: the board, legal, accounting, proxy and distribution.
Succeeding in Value-Based Care: How Population Health Analytics Supports Modern Healthcare Delivery
Use the power of the Johns Hopkins ACG® System for a successful transition to value-based care. Explore challenges, benefits and key considerations.
Official IBOR
Firms struggle with investment operation issues like data fragmentation, operational inefficiency, compliance challenges and real-time insights.
Asia Pacific Fund Managers - Understanding the European Market
Considerations for Private Capital Fundraising in Europe which may be accessible to Asia-Pacific-based GPs right now.
SS&C Sightline - On-Demand Web-based Business Intelligence Platform
Consolidates and visualizes data to eliminate silos and unlock insights.
Real Estate Solutions
SS&C services and solutions span the entire fund lifecycle and our real estate industry experts give you a competitive advantage.
Meeting the Demand for Guaranteed Lifetime Income Solutions
Eliminate the servicing and administrative complexity of guaranteed income solutions with SS&C’s Retirement Income Clearing & Calculation Platform.
Middle Office Solutions
Does it make sense to keep middle-office activity in-house? SS&C offers a full range of middle-office services. Download our brochure to learn more.
Best Practices During Rising Interest Rates: How to Model ALM Deposit Funding Mix
Join experts from SS&C Algorithmics and d-fine for an exclusive online event designed specifically for Financial Services and Banking.
Unlock Your Investment Potential: The Key to Understanding Risk Profiles and Performance Contributors
Learn about the newly launched SS&C Analytics Reporting Service, that delivers financial risk and performance analytics as standard report packages.
SS&C Algorithmics for Credit Management - Limits and Exposure
SS&C Algorithmics for Credit Management empowers managers to more effectively identify, price, control and monitor credit risk across any asset class.
SS&C Concierge: Our Approach
Our target operating model consultancy service leverages real expertise from the operators currently serving 22,000 customers.
SS&C has created this report with Global Custodian which overviews outsourcing in the middle- and back-office.
Tips for Ensuring a Smooth 2023 Annual Filing Process
The annual NAIC filing deadline is coming up quickly for insurance investors. In this podcast, learn tips for a smooth filing process.
SS&C Concierge: What Sets Us Apart
SS&C Concierge is designed to streamline your success. Learn more about the different ways you can empower your business to operate at its true potential.
SS&C Concierge
SS&C Concierge offers tailored operations consulting to overcome challenges, boost productivity and drive results with 35+ years of expertise.
Algo Market Risk - Risk Management for the Future
Algorithmics Market Risk for Banks empowers financial institutions to evaluate, understand and supervise market risk across asset classes and risk components.
Spotlight on Expanding into the UAE - Episode 1
Valuable insights into the attractions of the Middle East for fund managers, investors, and financial institutions.
Vision 2027: Top Trends in Financial Risk Management
Learn about the top trends of 2024 in financial risk management ranging from intelligent automation, climate risk, cloud and much more.
DomaniRx
Our cloud-agnostic, API-enabled, scaled platform seamlessly connects disparate systems to provide a holistic view of information, so you can overcome data silos, inefficient operations and stifled innovation.
Operational Challenges with Complex Assets: Navigating Technology Solutions for Diversified Institutional Investment Portfolios
Explore trends gaining attention from institutional investors and how to meet operational and accounting challenges that can arise with diversification.
What Insurers Need to Know about CECL
Learn why CECL is important for insurance investors and how treating it as more than an accounting "check the box" exercise can support success.
Rethinking Real Estate Fund Operations
Optimize real estate fund management with outsourcing. Boost efficiency, regulatory compliance, and investor confidence.
Webinar Transcript: Tapping into European Capital: How You Can Raise Capital in Europe
Get up to speed on insights and strategies to equip asset managers with what is needed to tap into the capital opportunities in Europe.
Navigating the New Frontier in Infrastructure Investing
Unlock Infrastructure Potential Navigate post-2023 changes, embrace renewables, streamline with SS&C's solutions.
Can ChatGPT Unlock Better Investment Portfolio Selection
SS&C Algorithmics explores the potential of generative AI models like ChatGPT for investment portfolio selection.
Episode 97 of the Global Captive Podcast
SS&C's Dennis Moore, Senior Sales Executive, and Scott Kurland, Managing Director discuss how SS&C fits into the captive value chain.
Top-30 Bank Holding Company
Learn more about how SS&C EVOLV transforms a bank’s end-to-end allowance process with a unified risk and accounting platform.
Video Q&A with Andrew Aziz, Chief Strategy Officer and Head of Product, SS&C Algorithmics
Andrew Aziz, Chief Strategy Officer from SS&C Algorithmics shares steps for a more robust approach to ALM practices in 2024 in an exclusive interview.
Launching a Fund in the Abu Dhabi Global Market
Explore some of the distinct advantages ADGM offers, and the operational challenges involved in launching a fund and solutions for meeting them.
Market Risk Management Product of the Year: Winner’s Interview with Andrew Aziz
SS&C Algorithmics wins Risk.net Markets Technology award for Market Risk Management Product of the Year for the Algo Market Risk solution.
Streamline Infrastructure Fund Administration
Simplify infrastructure fund administration easily: unique investor setups, complex assets, and diverse currencies managed efficiently.
Tokenization - One Way to Transform the Asset Management Industry
Tokenization has the potential to transform the revenues and costs of the industry. Can the asset management industry rise to the challenge?
State of the Market - Current Development in the Asset Management Industry in Japan
An opportunity to consider the middle-back office operations as an infrastructure to assist an asset management company entering the market in Japan.
Tokenization – One Way to Transform the Asset Management Industry
SS&C FundHub Alternative Investments Portfolios
Take advantage of the latest developments in AI to automate and streamline the collection and processing of unstructured alternative investment data.
Financing the Economy 2023
Private credit continues to evolve beyond corporate lending and investor interest in opportunities such as asset backed lending continues to grow.
Navigating the Sharia Fund Landscape
Islamic financial products have gained significant traction in the fund industry. Discover how to navigate the Sharia fund landscape with ease.
ESG Reporting
By partnering with leading third-party providers, SS&C offers an extensive suite of services and support in ESG data management, reporting and oversight.
Mission-Critical Risk Frameworks Vital for Navigating Volatility
Risk.net collaborated with SS&C Algorithmics to host a webinar on the underlying drivers of recent bank failures.
Advanced Financial Risk Management & Regulatory Capital
See how your organization can benefit from market-leading financial risk, regulatory capital and performance management solutions from SS&C Algorithmics.
Simplifying Broker-Dealer Processing for Alternatives
SS&C ALTSERVE gives broker-dealers the ability to compete and grow their alternative investment offering by eliminating the chaos.
The Social Determinants of Health Handbook
Actionable ideas and tactics for SDoH: how to get the data, use the data, and apply insights towards health equity.
SS&C Spotlight Series: T+1 Series - Video 7
Watch this video as SS&C discusses why transparency is vital for managers to stay on top of the settlement risk.
Tapping into European Capital: How You Can Raise Capital in Europe
Insight from a legal, operational, and capital-raising perspective to enable managers to commercialize the trend of LPs allocating to EU fund structures.
SS&C Spotlight Series: T+1 Series - Video 6
Learn how SS&C can help you stay ahead of the curve and navigate the transition to a T+1 settlement cycle effectively
Effects of Interest Rate Induced Changes in Bank Deposit Structure on Performance and Risk, With Practical Application Utilizing SS&C Algorithmics ALM
Model for funding mix of term deposit versus non maturing sight deposit is used in dynamic earnings NII and economic value EVE balance sheet simulation.
Retirement elevated. Smart investment. Elite expertise. Swift growth.
SS&C Retirement Solutions elevate your position in a saturated market with integrated end-to-end solutions
Navigating the Landscape of Asset Management
SS&C Asset Management Solutions include portfolio management and accounting, middle office services, risk, performance and compliance.
Realize the Full Potential of Intelligent Automation
Intelligent automation from SS&C brings together market-leading technologies that combine BPO, RPA, AI and ML.
Embrace the New Era of Wealth Management
SS&C Wealth Management Solutions span portfolio management, pre and post-trade compliance and reporting.
Modernize Your Technology to Focus on Your Business
SS&C Banking Solutions help banks modernize their aging technology and stay competitive in a volatile market
Private Credit: Challenges, Risks, and Opportunities
A recent slowdown in M&A activity hasn't impacted the appeal of Private Credit. Learn the key considerations when capitalizing on these new opportunities.
SS&C Spotlight Series: T+1 Series - Video 5
T+1 goes live in the U.S. on May 28, 2024. Are you ready for the impacts that T+1 may have on your global clients.
To ETF or to Mutual Fund... That is a question
Learn from a panel of top industry experts as they discuss challenges and considerations of SEC filings for Multi-Share classes with ETFs.
The Ins-and-outs of Liquidity Providers vs. Exchanges for ETFs
Helping new ETF entrants gain a better understanding of the role of liquidity providers and how they work with the exchanges.
Establishing and Managing a Private Credit Fund in Asia
New entrants to the market should be aware of the unique staffing and operational challenges of these funds. Learn more in our whitepaper.
SS&C Spotlight Series: T+1 Series - Video 4
When T+1 goes live in the U.S. on May 28, 2024, it will bring many benefits and many challenges. Learn some of the challenges buy-side firms may undergo.
SS&C Everywhere - Harnessing the Power
Say goodbye to data complexity and embrace seamless data management, including security, compliance and elevating decision-making processes.
From Sinking Banks to Peaking Rates: What's Next
Join us for an insightful webinar hosted by Risk.net as our panelists explore the evolution of risk management and share their views on best practices.
SS&C Spotlight Series: T+1 Series - Video 3
Some of the anticipated benefits to come from the shortening of the trade settlement cycle from T+2 to T+1 for the U.S. on May 28, 2024.
Embracing the New - Decoding LPs' Perspectives on Emerging Managers Report
Discover how up-and-coming emerging fund managers are getting ahead and attracting LP investment in a competitive market in our new report.
Emerging Fund Managers – Be the Next Big Thing
Transform your impact as an emerging fund manager by teaming up with a strategic partner who can support you across the fund lifecycle.
Is It Time to Think About a New Fund Administrator?
Switching service providers does not have to be as complicated as you might think - and we can help make the process as smooth and simple as possible.
10 Global Tech Trends for Private Debt Lenders to Consider
Discover the 10 considerations when selecting a global loan management solution.
SS&C Spotlight Series: T+1 Series - Video 2
The settlement cycle will be shortened to T+1 in the U.S. from May 28, 2024. Which markets will be impacted by this change and when will it happen?
Getting Comfortable with Your CECL Results
Challenges banks have encountered during CECL implementation, SS&C looks at how they are getting comfortable with their CECL methodologies and results.
Data-driven Subledger Tools are Key to Modern Finance & Risk Management
Banks are transforming the way they address new loan offerings and purpose-built Data-driven subledger tools are key to modern finance & risk management.
Emerging Managers vs Re-Ups
How are emerging fund managers staking their claim to LP funds in today’s competitive landscape?
5 Things to Look for in an Investment Accounting Provider
Selecting an investment accounting provider is one of the most important decisions for an insurance company. Make sure your vendor meets these 5 criteria.
SS&C Spotlight Series: T+1 Series - Video 1
T+1 is live in the U.S. on May 28, 2024. But what is T+1? In the first video of our series, SS&C’s Parthiv Patel and Johnine Kilgallon begin to review this hot topic.
Research Brief
Key Findings: Decoding Perspectives on Emerging Fund Managers
10 takeaways and trends from Private Markets LPs and GPs on investing in emerging fund managers
Clinical Repository
Analyze enrich and abstract relevant information for HEDIS rate determination; ensure data accuracy, facilitate compliance and streamline HEDIS reporting.
Embracing the New - Decoding LPs' Perspectives on Emerging Managers
In the midst of a challenging fund-raising environment, this webinar will shine a light on limited partners’ (LPs’) sentiment towards emerging managers.
Milli-second e-Trading and IMM Approval Achieved with SS&C Algorithmics Integrated Market and Credit Risk solution
SS&C Algorithmics helped a large bank achieve TRIM requirement, improve processes to real time (with e-trading) and minimize infrastructure footprint.
5 Things to Do to Prepare for the SEC’s Enhanced Form PF Rules
Learn about SEC’s new Form PF Reporting requirements and how they will impact private equity firms, plus 5 things you can do now to get prepared.
How SS&C Tax BrightLine Complements Your Tax Advisor
The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.
Algo Risk Service for Asset Management - Algo Portfolio Optimization Add-on
Simulation-based portfolio optimization framework designed to support risk analysts, asset allocation specialists and fund managers.
Client Prioritization: The Key to Optimizing National Accounts
65% of national accounts leaders ranked prioritizing firms and platforms among their top five initiatives over the next year.
T+1—How Buy-Side Firms Can Prepare for the Change
Download our infographic to learn more about how you can prepare for the changes coming in May 2024 to the settlement cycle.
Shortening of the U.S. Settlement Cycle T+1 Coming Soon
Download our brochure to learn how SS&C can assist you in preparing for the changes to the settlement cycle to T+1 in May 2024.
Getting to X: Understanding the Next Generation of Advisory Leaders, and How Asset Managers Can Meet Their Needs
Read more to learn about how this next generation of sales leaders engages with asset managers, and what they want out of those interactions.
ETFs - Machine Learning-Enhanced Sparse Portfolio Construction
A simulation-based, machine learning-enhanced portfolio construction framework that supports risk analysts, optimization specialists and ETF fund managers
Understanding T+1 - An Investment Manager’s Perspective
T+1: shortening of the settlement cycle in 3 of the largest North American markets; Readiness: main considerations for investment managers/buy-side firms.
Unipol Gruppo - A Case Study in Climate Risk
Learn how SS&C Algorithmics helped Unipol grow its business through improved risk modeling.
US Life Insurer Selects SS&C Insurance Solutions for End-to-End Alternative Investment Management
Learn how one insurance investment team is solving operational, accounting and reporting challenges using a more automated integrated solution.
Opportunities for Intelligent Automation in Lending Operations - Five Key Areas for Recognizable ROI
Explore how to stay competitive in real estate lending by making smart technology investments and using intelligent automation to boost efficiency.
Tax BrightLine for Regulated Investment Companies - Know Where You Stand in Real Time
Regulated Investment Companies have complex tax requirements that exhaust time and resources. Eliminate the strain of tax reporting and compliance.
SS&C Everywhere
Giving customers autonomy over data with the fusion of data, automation, and AI to accelerate business value, improve margins and mitigate business risk.
Leveraging Operational Efficiencies to Enhance Performance
Learn how managers can improve their operational efficiency, better meet investor requirements and how technology impacts industry target operating models.
Simplifying the Complex
SS&C loan services, providing loan administration, processing, closing, reporting and compliance for better transparency, scale and operational control.
Dare to be Different - Challenge Assumptions to Optimize Distribution
How can firms maximize sales, deepen relationships with advisors, and optimize their people, products and other resources to optimize distribution.
A Partner for Current and Future Growth
SS&C Real Assets solutions, powered by leading-edge technology for fund administration, portfolio accounting, loan management and property management
Unpacking EMIR Reporting Changes and Counterparty Delegation: The Compliance Conundrum
This paper outlines forthcoming European Market Infrastructure Regulation (EMIR) changes in reporting requirements taking effect in 2024.
Incorporating Climate Risk into ALM Frameworks for Banks
Hear from industry experts on the impact of climate risk on balance sheet management and what that means for banks.
Understanding Social Needs and Their Importance for Population Health
Use Social Need Markers with the ACG® System: Identify and address relationships between social needs and poor health outcomes at a population level.
Getting Comfortable with Your CECL Results Through Challenger Models
Appropriate challenger model help address limitations of model stability monitoring, backtesting and benchmarking offering insights into CECL results.
EVOLV Reserving
SS&C EVOLV enables banks & other financial institutions to compute & report Allowance Amount and Provision Expense in a controlled and auditable platform.
Evolving to an Integrated Market, Credit and Liquidity Risk Management Mindset
SS&C Algorithmics and ICE discuss the benefits for risk management and investment professionals on analytics frameworks beyond market risk capabilities.
7 Steps to Seamless UMR Phase 7 Go-Live
Download our Uncleared Margin Rules (UMR) infographic to uncover the 7 steps you should take to prepare for phase 7.
How Artificial Intelligence-Driven Tech Drives Real Results for Insurance Investors
Learn about practical applications and use-cases for harnessing the power of AI-driven technologies to increase scale and protect yield.
IASA Named SS&C the 2023 Solution Provider of the Year
Insurance investment accounting teams look to SS&C for advanced technology experience and service excellence. Learn why.
4 AI Technologies, 10 Benefits for Insurance Investment Operations
Discover 10 ways AI-driven technology helps insurance investment accounting teams to increase yield and overcome operational challenges.
Key Trends Impacting the Private Fund Sector
What sectors and potential market challenges should be top-of-mind for the rest of 2023 into next year?
Transform Financial Risk Processes With A Centralized Platform For Optimized Risk Management
SS&C Algorithmics helped a large European pension company provide a centralized data analytics platform through SS&C Algorithmics for Asset Management.
Six Key Questions to Consider When Thinking of Retirement Outsourcing
Questions to ask when thinking about outsourcing retirement plan servicing.
Private Market Solutions in the Middle East
Navigate regulatory demands and increasing operational complexity in the Middle East with ease.
EMIR Transaction Reporting Services
This brochure looks at EMIR (European Market Infrastructure Regulation) transaction reporting requirements and the steps needed to comply with new changes
Checklist
Expert Support For Disruptive Business Events
If your operations are at capacity, SS&C Flex can rapidly staff, execute and match resources to meet your business needs—quickly and cost efficiently.
Key Findings from Hedgeweek Report “Supporting Innovation: The Forces Driving a New Wave of Outsourcing”
This infographic highlights some of the key findings from our outsourcing report with Hedgeweek and outlines potential opportunities.
Managing Money in the Metaverse
What asset and wealth managers should be doing now, and in the future, to ready your firm for the coming of the Metaverse.
The Forces Driving a New Wave of Outsourcing for Hedge Funds
In partnership with Hedgeweek, SS&C joins industry experts to discuss the latest wave of outsourcing for funds.
From Sinking Banks to Peaking Rates: What's Next for Financial Institutions and Asset Owners
This webinar covers the implications of this new landscape for risk management practices for financial institutions and asset owners.
The Top 5 Reasons Hedge Fund Firms Are Outsourcing More
Our infographic looks at the top 5 reasons firms are outsourcing more, read our full report for more details.
China CITIC Bank Rapidly Implements SS&C Algorithmics FRTB Solution
Uncover how China CITIC Bank efficiently implemented the SS&C Algorithmics FRTB Solution, driving best practices in just six months.
Five Key Trends Shaping the Middle East Fund Landscape
As the private fund sector in the Middle East experiences rapid growth, discover how you can capitalize on the opportunities in the region.
Supporting Innovation - The Forces Driving a New Wave of Outsourcing
Download our middle office report with Hedgeweek to learn why outsourcing is growing in this space and what forces are driving a new wave of outsourcing.
Three Key Drivers of Middle-Office Outsourcing
Explore the growth of middle office services, reasons behind the trend and considerations that may accelerate outsourcing in the near future.
SS&C Analytics Reporting Service offers a turn-key standard report package streamlining your operations by eliminating manual, tedious processes.
UK Management Company Administration and Compliance Services
SS&C's full end-to-end solution is designed to support emerging and established fund managers across all asset classes.
SS&C BenefiX Eliminates Issues Arising from Previous Oracle HCM EDI Implementation
Government HR department can now manage payroll, performance and employee benefits with one integrated benefits enrollment and administration system.
NTAsset Makes a Seamless Transition to SS&C Fund Administration
Through partnering with SS&C, NTAsset has been able to access the latest technology, improve the investor experience and achieve better fund performance.
Top North American Insurer Achieves a 360 Degree Credit Risk Framework for Limits and Exposures on Cloud
SS&C Algorithmics Credit Management solution helped a top North American insurance company achieve a comprehensive limit and exposure framework.
The Future of the Advisor
How the advisor landscape is changing, digital and online requirements are changing and how D2C platforms are enabling investors to make their decisions
Moving to a New Fund Administrator - One Firm's Experience
Changing administrators, conversions, APAC, Hedge Funds, Private Markets, GlobeOp, NT Asset, SS&C
Achmea Improves Market Risk Management with SS&C Algorithmics
Achmea goes live with the new architecture of SS&C Algorithmics for Insurance improving their market risk management.
Rise of the ETFs - Interview with Nichole Kramer and Doug Yones
Nichole Kramer and Doug Yones interview for NYSE's The Exchange, discussing the rise of ETFs.
Less Taxing Returns: 5 Steps to Smart Tax-Efficient Investing
Unlock data insights to transform your tax strategy and give you competitive advantage and year-round gains. Follow 5 steps to tax-efficient investing.
ERM Reboot: How Insurers Are Turning Risk Decisioning into Strategic Advantage
ERM is a powerful strategy with two critical objectives: ensuring regulatory compliance and establishing a framework for healthy investment risk appetite.
SS&C FundHub
SS&C’s FundHub is a sophisticated middle to back office solution designed to provide workflow efficiency tools to help maximize your investing potential.
Checklist for Choosing a Quality Performance Suite
Need a quality management vendor? Checklist to compare specific capabilities in areas like HEDIS, population risk stratification, value-based contracting
SEC’s Proposal on Swing Pricing and Hard Close
Read SS&C’s whitepaper to understand the SEC’s Proposal on Swing Pricing and Hard Close and its impact on the mutual fund industry.
What Should Asset and Wealth Managers Do About the Metaverse?
Asset and wealth managers should stay informed and monitor developments, investing in line with digitizing their operations, distribution and innovation.
What is the Metaverse?
A digital simulation accessible from any device, unlikely to replace existing virtual & physical, Metaverse would be highly disruptive of the status quo.
Why Should Asset and Wealth Managers Care About the Metaverse?
Why should asset and wealth managers care about the Metaverse? Asset and wealth managers are already investing in the companies building the Metaverse.
How Quickly Might the Metaverse Develop?
The Metaverse is unlikely to be realised quickly, due to a combination of engineering challenges, legal uncertainties, and lack of regulatory clarity.
Insurers Get Real About Real Estate
Hear from an expert panel how real estate offers attractive investment opportunities for insurers despite sector volatility.
DBC Housing
DBC Housing is the most widely used modeling and structuring program for mortgage-backed bonds in the tax-exempt housing market.
Industry Leader in M&A Valuation, Supporting the Strategic Growth Initiatives of Leading Financial Institutions
Support the changing business needs of your financial intuition with an industry-leading M&A and accounting solution.
From Off-The-Shelf To Purpose Built: A Reimagined National Sales Model
wholesaling; sales management; territory design; talent management; business intelligence; asset management; distribution
Best Practice Digitization of the Credit Lifecycle
Find out the latest innovations for streamlining the credit lifecycle from origination, new business pricing, watchlists and default process monitoring.
Create a Proactive Plan to Assess Individual Health Needs
Humana Health Informatics uses the Johns Hopkins ACG® System for segmentation of their Medicaid population. See their results in this success guide.
An Asset Allocator’s Guide to ESG Investing Options, Strategies and Readiness
ESG is a topic of growing importance for allocators. Our eBook looks at why an ESG strategy should be considered in private investments.
The Benefits for Asset Allocators in Outsourcing Investment Operations
This paper explores why allocators should give serious consideration to outsourcing all or part of their investment operations.
A Lender's Guide for Private Markets
Private lending portfolios are complex. Managing them doesn’t have to be if you leverage modern technology and external domain expertise.
Private Lending Opportunities Abound in Distressed Real Estate Loans
Thanks to a difficult confluence of factors, CRE as an asset class is facing challenges. Learn about the more well-known factors causing the struggle.
DBC PortOpt for Lotteries
DBC PortOpt for Lotteries specializes in structuring new portfolios and re-optimizing existing portfolios to meet known cash flows.
DBC Debt Manager
DBC Debt Manager is the optimal debt management solution for municipal issuers, tracking all critical information on debt from issuance through maturity.
Robots in the Family Office? Not as Sci-Fi as it Sounds
Our whitepaper explores Robotic Process Automation (RPA) in Family offices and looks at how technology could help improve efficiencies.
Changing Fund Administrator Is Easier Than You Think
Learn how the right fund administrator with modern, scalable technology infrastructure and a capable team can make your transition seamless and painless.
Top Levers for Advisor Advocacy in 2023
Advisors recommend products to their colleagues an average of five times a explore how asset managers can increase the recommendations for their firm.
Five Ways Treasury Management Can Grow Alpha
Effective Treasury management has become a recent hot topic, our infographic looks at the five keys ways good treasury management can help grow alpha
Hedge Fund Industry Solution - Case Study
Our SS&C front to back solution offers scalable growth and cutting edge technology, our case study offers an insight into our capabilities.
Transforming Hedge Fund Operations
SS&C Hedge Fund Solutions include fund administration, portfolio management and accounting, middle office services and risk, performance and tax.
Investor Services Monitor
Investor Services Monitor (ISM) is a single point of access for reporting and data for clients. Clients are able to view real time data on demand.
ALTSERVE gives broker-dealers the ability to compete and grow their alternative investment offering by simplifying broker-dealer processing.
SS&C ALTSERVE
SS&C ALTSERVE simplifies broker-dealer processing for alternatives through automation and transparency, driving efficiency and strengthening controls.
The Future of Hedge Fund Administration: Intelligent Technology
Intelligent technology is the future of hedge fund administration, including (AI) artificial intelligence and (RPA) robotic process automation.
How a Treasury Management Solution Can Help
Our treasury management ebook looks at why it's important to have a solution and provides a case study example.
Global Custodian Video - Rob Stone
Rob Stone talks about the role of data transparency in fundraising and how technology can provide a strategic advantage.
Singapore VCC Update
Singapore passed legislation to create the Variable Capital Company or VCC. So what does the future hold
Infrastructure Funds and Credit: A Beneficial but Complex Structure
In this webinar, we discuss the trends, benefits, and challenges of managing credit in an infrastructure portfolio.
Know your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution
This whitepaper will provide an overview of REITs of all types, focusing on non-traded REITs, how they have evolved, key features of today’s product, the importance of technology-driven administration solutions.
How SS&C Lift-Out Services Can Benefit Your Business
A lift-out can be viable no matter what stage of the life cycle a business is in. This ebook looks at lift-outs and outlines SS&C's expertise in this area
Private Credit Funds: Challenges and Opportunities
GC interview with Bhagesh Malde, global head of SS&C GlobeOp and Karen Geiger, co-head of SS&C Advent, to discuss the firm's private credit offering.
Are You Capitalizing on LP's ESG Themes when Fundraising?
What should GPs consider from a legal, operational and capital-raising perspective? Listen as we navigate the path forward to more sustainable investing.
Disparities In Health Care and How Population Health Analytics Can Help
Use the Johns Hopkins ACG® System to identify and address disparities, and create population health plans ensuring members receive appropriate care.
T+1 Settlement Frequently Asked Questions
Some of the common questions that we're getting asked on T+1 and how firms can start to prepare for the changes coming in 2024.
Algo Risk Service for Asset Management - Algo Market Liquidity (LST) Add-on
Integrated market liquidity risk analytics designed to support risk analysts and fund managers who need to investigate portfolios beyond market risk.
Ease the Pain of Form PF Compliance
Proposed Form PF changes at a glance understanding the complete rewrite of the form’s questions and regulatory reporting requirements and burdens
SS&C Algorithmics HiPER Risk Engine
Download this eBook to learn about SS&C Algorithmics HiPER Risk Engine and its real life client studies and use cases.
Opportunities for North American Managers in European Fund Structures - Part 2
This podcast looks at European Fund Structures and the opportunities that exist for North American Managers.
Expert Insight into the VCC Structure in Singapore
The genesis of the Variable Capital Company (VCC), where it stands today, and things to consider if you're considering applying for a VCC.
Investment Guideline Monitoring Services
Flexible, end-to-end outsourced offering to mitigate potential risks and ensure that trading decisions are in line with client and/or regulatory guidelines
Calibrating KPIs to the New Sales Reality
Learn how how firms can ensure their key performance indicators (KPIs) accurately reflect and reward progress toward the firm’s business goals.
Using EHR Data for Risk Stratification Analysis: 7 Practical Applications
Johns Hopkins ACG® System with EHR data for risk stratification and insights for common challenges, including care coordination and staffing productivity.
DBC Finance
DBC Finance is the industry standard for municipal finance structuring and reporting, used by underwriters, financial advisors and bond issuers.
High performance next generation risk management simulation engine for XVA Sensitivities, Counterparty Credit Risk and Insurance.
SS&C HiPER Risk Engine, Game Changing Innovation
Learn how HiPER transforms risk management, calculates XVA sensitivities in near real time, slashes hardware costs.
Liquidity Stress Testing for Market Risk Management
Integrated market liquidity risk analytics solution designed to support chief risk officers, risk specialists and fund managers.
Opportunities for North American Managers in European Fund Structures - Part 1
The European alternative fund landscape and why North American Managers are expanding into this market and ways to establish a presence in Europe.
Enhance Your Member Experience to Increase Engagement
Health plan digital front door, personalized member engagement capabilities; visibility into member benefits enable health and wellness strategy with DXP.
Insurers Get Real about Real Estate: 5 Reasons to Expand Your Portfolio in 2023
Real estate & real assets offer unique advantages for insurance investors. Learn about them, see examples and explore how to capitalize on the opportunity.
Alternative Fund Administration for RIAs
Explore the benefit of outsourcing to a fund administrator that can integrate directly with the advisor’s portfolio accounting platform.
Don't Sleep on Email
Delivering bite-sized content advisors want; Maximizing impact with sharper messages; Using digital engagement data to maximize face-to-face interactions.
Exploring the Impacts of Climate Risk on Treasury and Asset and Liability Management
Climate Risk, Net Zero, Stress Testing, Asset Liability Management, ALM, Liquidity Risk, Funds Transfer Pricing, FTP
2023 Insurance Asset Management Technology and Investment Outlook with SS&C's Scott Kurland
Listen as Stewart Foley of InsuranceAUM.com discusses with SS&C how technology can improve investment operations.
Solutions for Infrastructure Funds
Debt, equity and, all fund investment vehicles types, outsourcing and bespoke co-sourcing supporting all aspects of an infrastructure fund's operations.
Listen in as banking, finance, and risk professionals discuss challenges faced with gaining comfort over the CECL allowance in this on-demand roundtable.
CECL Model Validation: The Role of Benchmarking and Challenger Models
Listen in as Ipso Facto and SS&C review the role benchmarking and challenger models in validating your CECL results.
The First Annual Private Market Asset Allocation Report
Insurers opportunities to expand investment allocations to alternatives abound. Find out how North American insurers are investing private market capital.
Top Ten Digital Trends in Superannuation - An Outlook for 2023
Learn about True Digital Transformation, Intelligent Automation, Cybersecurity and Outsourcing for a competitive advantage.
Transform Your Private Credit Business
Unlock efficiency and growth in private credit with SS&C. Download our brochure to streamline operations, attract investors and enhance LP experiences.
2023 DCM Investor Report: Key Findings
Six key findings for the debt capital market (DCM) for the coming year and provides a guideline to help you navigate this complex market.
SS&C Algorithmics Unipol Case Study - Climate Risk
Unipol Gruppo discusses the challenges of climate risk and how SS&C Algorithmics helps implement climate related models directly into their solution.
Looking to Expand the Distribution of Your Strategy Globally through an EU Regulated Vehicle?
Understanding the European regulatory regime (AIFMD, UCITS and MiFID); Timeframes and the governance and operating model requirements.
eConsent Notification and Solicitation Solution
Learn how to ease compliance with regulatory requirements, control costs and boost your eConsent adoption rates.
AIMA Fund Manager Briefing - SEC Proposed Form PF Changes: Are You Prepared for 2023?
Manage proposed changes in-house or outsourced; Timeliness of preparations and contingency planning; Ensure relevant teams are aware of details/changes.
Modeling Crypto Returns with Multivariate Affine Generalized Hyperbolic distribution
SS&C Algorithmics research on modeling crypto with Multivariate Affine Generalized Hyperbolic distribution (MAGH).
Tax Services and Solutions for European Funds
Tax obligations of investment funds in the UK & EU can be complex keeping track while ensuring accurate filings poses operational burden on fund managers.
Climate risk is receiving much attention from financial institutions. Regulators are pushing banks to incorporate climate risk into their frameworks.
The Power of Personalization
Three pillars firms to consider when personalizing strategies, the unique skillsets of individual wholesalers and the feasibility of any changes.
MA Strategies: Your Guide for Early and Ongoing Assessment
Medicare Advantage roadmap for annual member engagement/interval measurement, and strategies for leveraging demographic and other available data sources.
2023 Lenders Guide for Private Market Investing: 10 Things to Know
Private Market Investors: mastery of topics like automation, straight-through processing, & user experiences, can impact your results. Read the e-book.
Mastering the Operational Challenges of Short Term Pools
Insurers often use short term pools to meet mandates around uninvested cash. Learn how technology can help you optimize returns and simplify processes.
7 Changes Redefining the Keys to Successful Advisor Engagement
7 CHANGES WITH ADVISORS SINCE THE PANDEMIC requiring asset managers to adapt to the challenges and jump on the opportunities.
Unlock After-Tax and Operational Alpha through a Data-Driven Tax Strategy
Today’s market lacks technology driven tax insights. Manage tax exposure, and maximize returns, while meeting investor requirements and fiduciary duty.
Desktop as a Service with SS&C’s Private Cloud
Private Cloud Desktop hosting solution provides a contemporary, secure, and highly scalable environment for deploying and operating your applications
Increasing Therapeutic Visibility for Providers
How using real-time benefit enabled drug price transparency at point-of-care and resulted in reduced PA administration plus plan cost savings.
Optimize the UGMA/UTMA Custodian Termination Process
Strengthen response to business disruption and maintain member service-levels during unexpected healthcare events.
Provider Pricing: Successfully Automate Pricing for Complex Contracts
Automate pricing for complex value-based care contracting with a claims-agnostic solution, reducing pended claims and need for manual intervention.
Succeed in the Competitive World of Drug Discount Cards
Drug Discount Card success; customer-specific views in a scalable secure web interface, metrics and data distributions at individual drug transaction level.
ACG GeoHealth
New GeoHealth capabilities with the ACG® System. Utilize geographically relevant SDoH within your organization’s population health strategy
Centralization vs Decentralization: The Key to Optimizing Efficiency in Loan Operations
In Commercial Real Estate loan operations, which delivers efficiency and profitability: point solutions or an integrated strategic approach to technology?
Clear Cut Investment Returns Through Real Time Tax Management
Five Key Criteria for a Technology Solution and improving investment performance while reducing tax liability.
Customize This: How to Seize on Advisor Demand for Personalization
Deeper relationships between advisors and their clients often result in more assets for the firms they do business with.
SS&C Consulting Packages
Consulting packages to support your distribution strategy. Helping asset managers prepare for the future of distribution.
4 Capabilities Every Property Management Software Should Have to Increase Efficiency
Download this whitepaper to learn about the 4 key capabilities every property management software needs to have in order to boost operational efficiency.
Irish Investment Limited Partnerships (ILPs) Operational Benefits and Advantages; A Manager’s Viewpoint
Irish Investment Limited Partnerships (ILPs) operational benefits and advantages for investment managers and investors.
The First Step in Improving Investment Operations: Managing All Those Fund Documents
Documents from Fund Managers need to be captured, categorized, scraped for information, sorted and made accessible when needed.
Insurance Investment Managers Can Optimize PE Returns: Q&A
Read this FTF News Q&A with SS&C insurance investment accounting leaders to learn about optimizing portfolios amid major industry shifts.
Improving Document Management to Optimize Investment Operations
Watch our webinar to hear the importance of document management and what steps you can take to improve your current set up
Launching and Operating a Private Credit Fund in Asia - Expert Guidance on the Operational Requirements
Private credit has been one of the capital markets’ success stories over the past decade. SS&C expert Guidance on the Operational Requirements.
Digital Operations for Superannuation Funds
SS&C’s Digital Operations model for super funds is built on a highly automated business processing administration platform.
Fixed Income Evaluations Vendor Benchmark Study 2022
We hope readers find this useful in determining their needs and assessing the risks inherent in their valuation processes.
Four Investment Strategies for Insurers to Consider as Interest Rates Rise
Written from insurance investment accounting experts' point of view, this paper discusses potential investing strategies in the wake of high interest rates.
Outline of ETF Structures for Asset Managers
An active transparent ETF may be a more suitable strategy, especially under 6c-11 and custom baskets. Explore the right product wrapper for your strategy.
Shadow Services Revisited in the age of Disruption - Build, Buy or Outsource
The changing paradigm for shadow accounting in light of the impact of the pandemic – labor disruptions and increased costs – are just the beginning.
SS&C's Fund of Funds Middle Office Services
Investing in hedge and private equity structures presents several operational challenges in data aggregation, accounting, valuation, and reporting.
The Future of UK Retail Servicing
In the retail sector demand for digital investment services has accelerated. We work closely with retail clients to ensure they are effectively supported.
Risk Technology Awards 2022 SS&C Algorithmics Bank ALM System
SS&C Algorithmics Bank ALMs solution. Award winning software for IRRBB, liquidity regulatory compliance, balance sheet risk management and more.
Risk Technology Awards 2022 SS&C Algorithmics Risk Dashboard Software
SS&C Algorithmics Workspace Analyzer. An award-winning financial risk dashboard providing integrated views of market, credit and liquidity risk.
Risk Technology Awards 2022 SS&C Algorithmics Vendor for Systems Support & Implementation
The SS&C Algorithmics team of specialists has a 30-year proven track record for financial risk software implementation and support.
Forward Shooting the Backward-Looking Rate: The Implications of LIBOR Cessation
After the LIBOR scandal, the benchmark rate is being replaced by overnight rates by Forward Shooting Grid to price callable notes as the new benchmark rate
Building an Operational Advantage
SS&C offers a full range of Private Markets services to support all asset classes from today's private credit requirement to tomorrow's private equity deals.
Closing the Customer Knowledge Gap
Closing the customer knowledge gap is a top priority for asset managers and with the wealth of data now available it is within reach
Driving Profitability with Evidence of Insurability
Modern, secure integrations & digital solutions can help overcome evidence of insurability (EOI) bottlenecks to capture revenue and delight customers.
SS&C in India - Supporting Private Markets Globally
SS&C private markets in India. A global support services framework for private markets clients managed out of India.
Private Equity: Navigating a Shifting Landscape
What are the drivers of change in Private Equity and how should general partners adapt to this competitive landscape.
Private Markets Value Chain
Manage sophisticated requirements via operational solutions and services across the full lifecycle of a Private Markets fund
Legal & General Broadens the Scope of Enterprise Risk Management and Solvency II Analytics Solution
Read how Legal & General leverages SS&C Algorithmics for Insurance to run Internal Model calculations for Solvency II and to manage liquidity risk.
What Managers Need to Support a New Fund Launch
Top four considerations to make when launching a new fund. Download our article to read key insights from SS&C and the founder of Gordian Capital.
SS&C Managed Services
Future-proof your business with new software and technology. Registry systems and portals often require specialist skills to install and maintain.
The Impact of IRS Schedules K-2 and K-3: What Investment Partnerships Need to Know
IRS schedules K-2 and K-3 bring an added layer of complexity to tax preparation, reporting and compliance. Prepare for the change.
Challenges of Non-Maturing Deposit Modeling During a Global Saving Glut
Find out how the savings glut impacts non-maturing deposit (NMD) models for ALM interest rate risk, liquidity risk and FTP against a rising rate backdrop.
SS&C Middle Office Series - Trade Matching and Settlement
This episode of the Middle Office podcast focuses on our Trade Matching and Settlement service. Listen to understand all about our service.
SS&C Middle Office Series - Reconciliation
The first podcast in our new Middle Office series focuses on Reconciliation and how SS&C can help clients with their needs.
Understanding Patient Segmentation and How it Adds Value to Your Population Health Strategy
Learn how using ACG’s new patient segmentation with PNGs enables health organizations to understand and address care needs within their member population.
3 Key Ways to Influence an Advisor’s Product Choices
This report reveals the three most effective ways firms can leverage and maximize their ability to influence advisors’ product choices
SEC Dealer Expansion Proposal - Are You Prepared?
Are you prepared for the new registration rules that the Securities and Exchange Commission (SEC) proposed in March 2022?
Closing the customer knowledge gap is a top priority for asset managers, and with data, it is increasingly within reach.
Challenges of Non Maturing Deposit Modeling During a Global Saving Glut
Join us for a discussion of the impacts of the global saving glut on measuring and managing interest rate risk, liquidity risk, and funds transfer pricing.
Driving Alpha With a Tax Solution
SS&C Tax BrightLine is a technology-powered tax solution to help meet the operational demands of today’s regulations, client needs and help drive alpha.
The Rise of Renewables: Considerations for Managing Investment Risk
By 2050, sources such as solar and wind are projected to be consumed as much as other fossil sources. Recent trends support these future expectations.
Powerful Interface for Configuring Financial Risk Calculations
Brower based application to view, or configure risk parameters, and execute ad-hoc runs for buy-side and sell-side financial risk calculations and reports.
ESG Report Series: Help Advisors Sell More ESG
Concerns and obstacles preventing advisors of ESG users and non-users from seeing if clients are interested in ESG investing.
5 Steps for Reducing Reconciliation Times by 10%
Join our webinar to learn about best practices in recon by leveraging a secure hosted or cloud-deployed application.
Voluntary Corporate Action Service
Our service employs innovative straight-through processing technology, with a world-class global service team, to streamline operations.
SS&C Trade Matching and Settlements Service
We offer full outsourcing of post-trade execution functions such as trade affirmation/confirmation, trade communication and fails management.
Trade Matching and Settlement FAQs
Download our Frequently Asked Questions to understand the common questions clients have and our answers to them.
Outsourcing Trade Matching and Settlement for Operational Efficiency Gains
Learn how clients outsourced post-trade execution functions with some best practices from our experience with clients.
SS&C GoRec
When thinking of reconciliations for your business, the focus should be on reliability, scalability and cutting edge technology.
Treasury Management FAQs
This document will help answer any questions you may have on our solution and other common questions.
Inflation and Actions to Take for Your Portfolio
Discover what is meant by inflation and the associated concept of real and nominal frameworks. Plus an explanation of mechanics of inflation-linked bonds and live Q&A with an industry expert.
Creative Services to Enhance Your Brand
At SS&C we understand how crucial marketing and creative solutions are to your brand’s success and in creating product awareness.
5 Things Every Insurer Should Expect from an Investment Accounting Provider
An insurance investment accounting partner should provide a strong SOC1 control environment, custodial data sourced by automation, and much more.
AI & Intelligent Automation Using Blue Prism in Fund Servicing
AI has demonstrably arrived in the asset management industry and it is starting to have a transformative impact.
Reporting as a Service
Let us handle your client communications and reporting so you can focus on managing and growing client assets. Download this brochure to learn more.
Technology’s Role in US RIAs’ Success on The Wealth Mosaic with Eric Rocks
Listen as SS&C and The Wealth Mosaic discuss how technology enables US RIAs to expand their business and enhance their client relationships.
Fund Technology, Data & Operations, North America 2022
Strategic acquirers in asset management must navigate the challenges of large scale transition. Read this report to prepare for success.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
Tech to Manage the Investment Proposition
SS&C has sponsored NextWealth’s Tech to Manage the Investment Proposition report, which delves into the technology being used by DFMs and advisors.
ESG Data & Modelling
Learn how our latest enhancements are helping wealth managers incorporate ESG into their investment strategies.
What the UK and Australian Retirement Markets Share in Common and How They Differ — What Can They Learn From Each Other?
There is much to learn from a comparison between the retirement systems of the UK and Australia. Discover more in this infographic.
SS&C Performance, Analytics & Risk
A full-service offering including calculations, data scrubbing and validation, issue resolution, reporting, ongoing support, as well as advisory services.
AI and RPA in Fund Servicing
Discover how Artificial Intelligence (AI) and Robotic Process Automation (RPA) can transform middle and back-office functions.
AI & Robotics: Set to Transform Modern Business Processes
Join our webinar on July 27, 2022 at 11:30 am AEST to discover how AI and Robotics can transform modern business processes.
Uncleared Margin Rules (UMR)
The next phase of Uncleared Margin Rules (UMR), which the industry is unofficially calling “Phase 7”, goes live soon
Accelerating Success in Asset Management Acquisitions
Realizing the benefits of an asset management acquisition can be difficult. These 10 considerations can help speed integration in large-scale M&A.
Special Purpose Acquisition Companies (SPACs)
SPACs and how they are used by firms going public including the historical use of SPACs and what has changed to give rise to the new boom.
Interval Alts Turnkey Plus: Interval Funds Made Easy
A new solution, Interval Alts Turnkey Plus, offers the best of both worlds: full outsourcing, greater product control and reduced risk for asset managers.
Super Omnibus Subaccounting
Our Super Omnibus solution helps alleviate the barriers that broker-dealers face when try to utilize subaccounting services.
SS&C Health – Let’s Shape a Healthier Future Together
Streamline management of pharmacy and medical operations with SS&C Health. Payers, providers and PBMs have trusted our expertise for over 40 years.
FRTB Best Practices Guide: Lessons Learned in the Implementation of FRTB
Read our best practices guide on lessons learned and challenges faced in the implementation of FRTB across jurisdictions.
Pension Risk Budgeting: Risk is a “Good”
Join Algorithmics to learn how active risk can be budgeted, practical ways to overcome the data, analytical and other challenges that commonly arise.
A Q&A Round-Up on Modern Loan Subledgers
Learn more about the functionality of a modern subledger, and how it can help your organization achieve efficiencies and actionable insights.
3 Opportunities to Help Advisors Succeed in Digital Marketing
Advisors’ three most important digital marketing activities for the year are quite diverse. Advisors ranking the activity in the top three for 2022.
Does My Private Fund Need Blue Sky? Understanding the Risks and How to Mitigate Them
State Blue Sky laws require notice of fund sales in States plus DC, PR, VI, and GU. This requirement is complicated, cumbersome, and varies by state.
The Johns Hopkins ACG® System’s Emergency Department Classification - Your Guide To Reduce Costs And Improve Health Outcomes
Learn how to identify drivers of avoidable ED visits, direct lower acuity cases to alternate care sites, and free up ED capacity for the sickest patients.
Digital Asset Compliance and Related Issues
This webinar covers the latest in crypto compliance for funds and the SEC regulatory approach to treating digital assets as securities/non-securities.
Tax Compliance, Reporting and Analytics – All in One Platform
Data and analytics for tax optimization strategies powered by today’s advanced technology and a rare combination of technology and expertise.
HEDIS® Guide for ECDS Reporting
Access your annual guide for NCQA HEDIS measure transitions to ECDS, featuring updates and essential planning steps.
Treasury Management - Emso Case Study
Optimizing the treasury function requires streamlined automation increases efficiency and tightens operational controls.
HiPortfolio Pre-Upgrade Testing Service
Reduce costs, lower risk, and streamline solution upgrades by letting SS&C handle the functional testing for you. Download this brochure to learn more.
Guide to Sound Practices for Sanctions Screening (March 2022)
Restrictions put in place at either a sectoral, national or intergovernmental level to achieve a foreign policy or national security objective.
How Intelligent Automation Rewrites the Future of Fund Operations
Learn of the benefits from increasing automation, leveraging intelligent tools and eliminating offline processes using desktop software.
SS&C Front-to-Back Solution
Optimize and protect investment returns through a "front-to-back" solution that brings both modern technology and deep domain expertise.
Challenges and Future Development of LIBOR Transition for Banking ALM
Impacts of LIBOR transition and benchmark Risk Free Rates (RFRs)/term rates on Asset Liability Management (ALM) and Funds Transfer Pricing (FTP)
5 Reasons Investors and Managers Are Prioritizing Data Centers
Asset Managers are required to respond to investor questions, understand and implement new regulations, and be knowledgeable.
Digital Assets & NFTs in Asset Management
This webinar covers Digital Assets and NFTs and how they fit into broader asset portfolios.
SS&C Superannuation Experience
Best practice retirement solutions for leading practitioners around the world, SS&C brings a unique offering with its local team and global expertise.
SS&C Solutions for the Insurance Industry
Insurance investment leaders face daunting challenges such as low yield, regulatory changes and operational complexity. Explore a path forward with SS&C.
Borrowers Viewpoint
Borrowers Viewpoint lets commercial, multifamily and residential lenders offer a modern, web-based experience for borrowers.
Precision LM Web Origination
Empower your producers with web-based, secure access to pipeline reporting, dashboards and detailed information on your borrowers and loans.
Challenges and Future Developments of Libor Transition for Banking ALM
Join SS&C Algorithmics to learn about the transition of banks' ALM on topics such as curve construction, product pricing and risk modelling.
The Formidable Exposure Spikes: The Long and Spiky Road to Consistency in CCR Internal Models
Algorithmics discusses internal model inconsistency for counterparty credit risk and its impact on forward settlement risk.
Defining a Successful CECL Implementation
Transform CECL compliance into CECL success with the only solution that holistically addresses the end-to-end reserving process.
What the SEC’s New Marketing Rule Means for Calculating and Presenting Performance
The SEC’s long-awaited Marketing Rule is here replacing decades of inflexible restrictions and the final compliance date is fast approaching.
Lessons Learned from 2020 Filers
Lessons learned form 2020 CECL filer, including that an internal validation committee enables you to understand the impact of your CECL inputs.
Reality Check: What Asset Managers Need to Know about Advisors’ Use of ESG
Helping advisors get more comfortable talking about ESG. Explore strategies to drive more advisor-client ESG conversations.
The Convergence of Insurance, Alternatives and Private Equity
Higher yields continue to drive deal making between insurers and alternative managers. Learn how to protect your investment strategies.
Qualitative Factors Under CECL
What is the qualitative adjustment, and what are the qualitative factors under CECL? Download this whitepaper to learn more.
Liquidity Risk Management - A Case for Broader Data/Model Integration
Liquidity monitoring and analysis have been integrated in the risk management process to analyze market, credit and liquidity risks in funds.
Solvency II: A Case for Improving Market and Credit Risk Management
Algorithmics convenes an expert panel to explore the new and emerging challenges of managing market and credit risks under Solvency II.
ESG Governance for Fund Managers: How to Do it Right
Preparing for constantly evolving regulations around ESG and industry challenges, governance mandates, and new launches.
Integrated Market & Credit Risk – An Active Risk Management Dialogue
The benefits of integrated market and credit risk management are realized through high-level risk statistics and a thorough stress testing framework.
Q&A - SS&C GoCentral
Q&A with Ian Holden, Joe Maxwell and Rachel Phillips to learn more about our fund administration tool SS&C GoCentral.
Common Goals, Converging Paths: Retirement Solutions in the UK and Australia
Webinar providing a comparison between the UK defined contribution and Australian superannuation pension markets.
Pension Economics: A Review of Key Risks
Pension management is a risky business and it is important to understand the key risks to manage pension plans well.
Best Practices in the Implementation of FRTB Across Jurisdictions
Listen as SS&C Algorithmics discusses best practices in the implementation of FRTB across jurisdictions including the role of cloud-based architecture.
Digital Operations
SS&C's Digital Operations model for superannuation funds is built on a highly automated business processing administration platform.
Getting Up to Speed with IRS Regulations: Reporting and Transparency Requirements for Schedules K-2 and K-3
An Introduction to SS&C GoCentral
A demonstration of the new SS&C GoCentral platform and answers to your questions on this new fund administration tool.
Helping Asset Managers Find Opportunity Amidst Disruption
Research, data, analytics and consulting for asset managers to solve their biggest challenges and find opportunities amidst disruption.
Closed-form Valuation of Asian Spread Options
SS&C Algorithmics closed-form solution for valuation of Asian spread options performs well compared to benchmark values.
What You Need to Know About SIMM 2.4
SS&C Algorithmics solution for SIMM compliance on OTC derivative activity with full coverage of sensitivities for all instrument types.
On-Demand Webinars
Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.
Say Hello to Intelligent Fund Administration
SS&C GoCentral uses Artificial Intelligence (AI) and Business Process Re-Engineering to deliver next-gen intelligent fund administration.
The Nuances of Managing Risk in Alternative Assets
Fluctuating interest rates have caused a shift to alternative assets. Find out implications on financial risk management.
Using Data to Drive Participant Outcomes
Digital tools and technologies can drive increased retirement savings. In this webinar learn to help plan participants use that data to improve outcomes.
Untangling the Web: A Practical Approach to Modernizing Asset Management Distribution
The interdependent and complex nature of asset management distribution creates a challenge for those seeking to modernize, update, or overhaul.
SS&C GoCentral Infographic
This infographic demonstrates the change in process that occurs with SS&C GoCentral as a client fund administration platform.
LTAF Funds: Practical Considerations for Firms Looking to Establish an LTAF
What are Long-Term Asset Fund (LTAF)? We discuss the background of an LTAF, how it works, who it is designed for and how to launch an LTAF.
Q1 Signals Driving the Outlook for 2022
Current state of banking, financial services and insurance. 2022 themes such as "ESG," "Sustainable Finance,"’ and "The Great Resignation."
The Meteoric Rise in Debt Funds in EMEA; Considerations for First Time Funds
There has been a rise in the interest for and supply of Debt Funds in the market in EMEA. What should new entrants look for when starting a debt fund?
How to Reduce Risk in AEOI Compliance
The complexities and misconceptions of AEOI compliance and the benefits of outsourcing AEOI compliance to alleviate the burden.
SS&C GoCentral
Our fund administration platform is a more modern fund administration approach that amplifies our processing and technology efficiency.
Investor Portal: Real-Time Information and Robust Functionality
Deliver outstanding investment performance and enhance the client experience with an investor portal built natively for the cloud with advanced technology.
Rates Are on the Rise!
Learn how interest rate hikes in 2022 may impact insurance and alternative investment strategies and portfolios.
Data Applications and Opportunities in Wealth Management
The relationship between the wealth management sector and data is evolving. Learn about today's uses and future improvements in this article.
Addressing the Unique Requirements of Providers Operating in a Value-Based Care Environment
Learn how health providers enabled value-based care using the ACG® System to help assess and refer patients to care coordinators with Wiseman innovations
Challenges and opportunities in both markets and uncovers what UK and Australia retirement systems can learn from each other to help drive improvements.
Emerging Managers: Starting a Hedge Fund, Strategies to Better Operations and Lower Cost
Starting a hedge fund can be challenging. Watch our webinar to learn about what emerging managers need to know when starting up a hedge fund.
Getting Advisors to Choose Your ESG Products
The competition in the ESG field makes it difficult for firms to stand out. Discover strategies to get advisors to choose your ESG products.
What Advisors Expect Online Now
Digital experience matters more now. Advisors say offering a good digital experience is critical to making a firm easy to work with.
The North American Advisor Experience with Turnkey Asset Management
Listen as GWP leaders discuss how advisors are using TAMPs to unburden themselves from resource-intense operational services and realize other benefits.
ESG Prevalence Across Insurance Investment Portfolios: A State of the Industry Report
Read this report for insights on how insurers and asset managers are expanding their exposer to ESG investing.
Implementing 18f-4: Navigating the Stepping Stones
Find out how to leverage SS&C Algorithmics’ scalable cloud-based 18f-4 Service for monitoring daily VaR, stress testing, backtesting and more.
How a Modern Loan Subledger Can Transform Your Finance Organization
Create a competitive edge by transforming your finance organization with modern technology solutions, flexible architecture, and a scalable data model.
SS&C’s Digital Operations model for superfunds leverages unmatched automation to deliver better member outcomes
What Financial Advisors Expect from Model Portfolio Providers
Recommendations for asset managers looking to implement or improve their models business.
EVOLVEA Overview
Now is the time to equip your institution with our all-in-one CECL solution that integrates the entire allowance estimate into one platform.
The Journey to Financial Wellness
SS&C Technologies conducted a recent super member survey with the results providing an insight into Australians current state of financial wellness.
Remote Selling is Here to Stay: An Update on Advisors’ Views as the Pandemic Continues
Remote Selling is Here to Stay: advisors’ views as the pandemic continues. What can asset manager salespeople do to increase their chances with advisors?
Powering Possibilities - Mark Voumard - Gordian Capital - GlobeOp Eze
Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running.
Our Digital Operations model for super funds is built on a highly automated business processing administration platform leveraging industry best practices.
Embrace Technology to Meet Today's Wealth Management Demands
The right wealth management platform can help service your unique business needs and provide a bespoke experience without costly adjunct systems.
Asset management distribution: a web of interdependencies. They key building blocks for asset manager success.
Driving Change in Health Equity: A Focus for NCQA and Other Industry Stakeholders
Recommendations for health plans to address health equity for their members and prepare for upcoming regulatory changes, including HEDIS, CMS and states
AMISYS Advance Medical Claims Platform
Scalable medical claims processing, includes benefit design/mgmt, enrollment, authorizations, COB, correspondence, provider contract mgmt, capitation
Why Member Admin is the New Super Fund Battleground
The rising importance of super fund administration and why competitive funds are adopting different models (insourced, outsourced, hybrid).
Personalised Financial Wellness Centre for Super Members
What if super funds could help members lower their stress and equip them with financial wellness, confidence, and control?
SS&C ESG Reporting At-A-Glance
ESG Reporting is driven by institutional investors' demand for transparency. Outsource the processing of data and alleviate the risk of Greenwashing.
2021 NAIC Fall National Meeting Update
Hear from industry experts who will provide an update on financial regulatory issues addressed at the 2021 NAIC Fall National Meeting.
Collateral Management
We're at the forefront of collateral solutions with our cloud based proprietary technology evolving as market demands and regulations grow.
SS&C Lyric
SS&C Lyric combines microservices, AI, machine learning and distributed ledger technology to enable asset managers to compete more effectively.
Personalized Financial Education and Wellness Solutions for Every Users' Journey
SS&C Financial Wellness Center has the content and customizable solutions to help participants take positive steps forward on their life journey.
ESG is Essential to Fundraising and Investor Retention
Learn why a standards-compliant ESG reporting capability has become critical for funds to compete today and the role a fund administrator can play.
18f-4 Sample Reports
SEC Rule 18f-4 sample report submission. Leverage SS&C Algorithmics solution to handle your 18f-4 calculations and scenarios.
SS&C Algorithmics 18f-4 Demonstration Video
SS&C Algorithmics 18f-4 Solution demonstration video of calculations, reporting and submission.
Tokenization of Funds - Mapping the Way Forward
Will tokenization kill or cure your funds business? A webinar around the tokenization of shares within mutual funds.
REST Services Gateway Simplifies Systems Access and Integration
Deploy RESTful APIs alongside existing HiPortfolio environments, and provide secure simplified access to hundreds of HiPortfolio functions.
Which New Medicare Advantage Enrollees Will Have the Highest Care Needs?
Get to know your Medicare Advantage members as early as one month into the benefit year using pharmacy claims as a basis for population analytics.
HEDIS® Measurement Year 2023
Discover HEDIS measure changes for 2023 and impact to health plans in this new summary.
Checklist for Choosing a HEDIS Vendor
Looking for a HEDIS vendor? Checklist of must-haves (i.e. ECDS experience) and optimized solution capabilities (i.e. hybrid & supplemental data capture).
Q&A with Ian Kelly
Our new Q&A with Ian Kelly in the Winter EMEA newsletter looks at how he is finding life at SS&C and the future of Private Markets
Tokenization of Funds - Mapping a Way Forward
Discover how tokenization can reduce costs, expand investor access and transform fund management. Download our whitepaper for insights and strategies.
Reconciliation as a Service
With the right team, your firm can leverage technological innovation, operational expertise and extensive connectivity with reconciliation as a service.
Multimorbidity Predicts Utilization
See how analyzing multimorbidity data can be a predictor of cost and utilization; infographic illustrates analytics insights with an actionable population.
Reducing Unnecessary and Costly Use of Emergency Departments
See insights from analysis of millions of records representing the US insured population and using the Johns Hopkins ACG® System’s ER algorithm .
What investors are looking for as part of ESG due diligence; Developing a road map for ESG integration and how to build a responsible investing committee.
MTM: Good for Patients and Plans
A strong MTM program can improve medication appropriateness and adherence rates, and positively impact both HEDIS and Star ratings.
SS&C's Solutions for the Insurance Industry
Disparate systems and cobbled together data are a thing of the past. With SS&C solutions for Insurance, a front-to-back office service model is here.
UK Funds Distribution Q3 2021—Trends and How to Respond
UK Funds Distribution - Q3 2021 Long term trends and how to respond. Putting opportunity insights into action.
Data to Drive Participant Outcomes: Five Must Have Digital Capabilities
The latest digital tools and technologies are an effective way to drive retirement savings increases that benefit all industry groups.
Driving Alpha with Active Treasury Management
We explore the changing role of the treasury function, how firms can achieve incremental performance and profitability gains through treasury management
ESG and Data, Forces Changing How We Live and Do Business
Infrastructure investing is top of mind for investors today. What are the latest trends changing how we live and due business today?
Building Confidence in Client Conversations about ESG
Building confidence in client conversations about ESG and the concerns preventing advisors from asking all clients about ESG.
Changing Fund Administrators is Easier Than You Think
Switching service providers does not have to be as complicated as you might think, or as you may have experienced in the past.
Simplifying Complex Investment Operations
SS&C Singularity, built with AI, RPA and machine learning helps ease the complexity of managing portfolios, accounting and regulatory requirements.
SS&C Institutional Solutions
SS&C’s front-to-back solution for investment managers enables you to easily manage trade orders and execution, and enhance your middle and back office services.
An Insurer's Guide to ESG Investing
Insurance investment managers: explore the challenges and opportunities that private market ESG investing brings in the search for higher yield.
Generation of Extreme but Plausible Stress Scenarios
Risk management stress scenarios in today’s times typically have no historical precedent. How can you ensure compliance with SEC Rule 18f-4?
Accessing ESG through Private Market Investments
Insurance investment managers: Learn how to navigate the unique accounting & regulatory challenges that come with ESG investing.
Grow your Customer Engagement with the SS&C® Mobile Application
Provide your members with a truly native, seamless mobile experience with the SS&C mobile app for both iOS and Android.
Let's Talk Insurance: Michael Keating, Chief Executive Officer, Managing General Agents' Association
How the role of the MGA has changed; The need for agility now more than ever; How data insights help the MGA and drive profits; Achieving greater operational efficiency.
Modernizing the Trust Company Client Experience
Exploring new solutions to accelerate digital transformation
Retirement Plans: Guaranteed Income Means Better Outcomes
Including retirement income solutions in your plan will help participants move from accumulating assets to a predictable decumulation strategy.
Document and Data Management Solution for Asset Allocators
Whether you’re managing an endowment, pension plan, fund of funds, foundation, or family office, managing and digitizing data is an ongoing challenge.
How Transparency Can Improve Risk Mitigation for Family Offices
During the webinar you will learn from industry experts how transparency of a Family Office’s assets can reduce risk and protect the principal using the most current technology and practices.
SS&C has developed a suite of technology and services, backed by years of industry experience, to service insurance investment operations.
Senior & Vulnerable Investor Surveillance and the Senior Safe Act
Senior & Vulnerable Investor Surveillance and the Senior Safe Act: discover best practices to identify and prevent financial abuse.
The Digital Mailroom: Reimagined with AI-Driven Document Automation at 98% Accuracy
Achieve clear ROI; Improve error tracing; Less than one hour turnaround; Increase flexibility. Run your mailroom 24/7/365—with up to 98% automated accuracy.
Achieving the Zero Back Office Vision
See how artificial intelligence is helping businesses eliminate manual processing, maximize automation, and achieve zero back office vision.
Thinking Out Loud on ETF Distribution Challenges
The industry has seen an unprecedented amount of new entrants and filings for ETFs. Navigating the challenges for distribution can be overwhelming for firms with little to no experience with ETFs.
The Key Capabilities to Look for in a Transfer Agent/Unit Registry
SS&C Global Transfer Agency services are designed to provide clients with the technology and service structure to support your growth.
The Rise of ESG and Why It Matters to Everyone
SS&C is building an ESG solution to help managers with their ESG monitoring, reporting and regulatory compliance.
The Modernized Irish Investment Limited Partnership (ILP)
SS&C, the world’s leading fund administrator, supports ILP for collective investment schemes such as private equity and real assets investment vehicles.
The Evolution of Commerce and Advice: Three Key Areas to Address in 2021 and Beyond
Read about how choosing the right platforms and operations can help you future-proof your business in the face of trends.
Ten Digital Trends in Superannuation
The Australian superannuation sector is undergoing significant changes and the need for transformation is more critical than ever.
Taking ETF Distribution to the Next Level
As the industry experiences ongoing fee compression, firms are looking for a better solution. How are you taking ETF Distribution to the next level?
TEK2day Spotlight: The Evolving Insurance Industry
Evidence that alternatives and insurers are converging. Data-driven analysis around its impact. Read the report.
TALF 2020 Loan Program Available
Learn how SS&C is available to support your rapid deployment of a solution to meet the demands of the NY Federal Reserve TALF 2020 Program.
Super Stealth Survey Infographic
Superannuation member survey on communication preferences, frequency of contact, transaction efficiency, and awareness of resources and tools available.
Solving Complex Needs to Drive Asset Growth
Discover how our Global Wealth Platform can help resolve common wealth management challenges, help attract new client assets and improve efficiency.
SS&C: Your Premier Outsourcing Partner
Outsourcing middle to back office investment operations to access premium technology and operational expertise so you can focus on top-line growth
SS&C Singularity - Moving into the Future of Investment Accounting Operations
Many fintech firms may be looking to replace legacy IT in favor of next-gen technology. Find out what Celent had to say about current options.
SS&C Ranked Top Fund Administrator for Single- and Multi-Manager Hedge Funds
To keep up with the developments, watch our social channels for GC’s interview with Rob Stone on how we’re raising the bar on administration, and subscribe to our eBriefing.
SS&C Environmental, Social and Governance Report
Environmental, Social, and Governance (ESG) has been, and will always be, an essential part of SS&C Technologies' culture and commitment to developing strong client relationships, building innovative technology, and delivering shareholder returns.
SS&C Algorithmics XVA Sensitivities Performance
SS&C Algo XVA Sensi software is proven on a complex client portfolio, generating XVA exposure measures and their market data sensitivity.
Risk Technology Awards 2020 Bank ALM System of the Year
Risk.Net recognizes SS&C Algorithmics ALM as next generation ALM system for its innovative approach to help Balance Sheet Risk Management.
Relationship Building Goes Digital
Wealth managers are adopting digital tools and technologies that help them service their clients and provide ways to strengthen relationships.
Q&A with Hedgeweek - ESG: In a Good Place
The surge of interest in ESG investments and growing role ESG data is playing in helping shape asset management decisions.
Product Trends "What the Future Holds"
While many are experiencing challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced is evident.
More than Fund Administration
The global shift to remote working has led alternative investment managers to recognize fund administrators are more than just service providers.
Mind the Gap: Ensuring a Smooth LIBOR Transition
Do your London Interbank Offering Rate (LIBOR) transition plans cover required changes across your organization? Find out what key areas to prioritize.
Lifetime Income Solutions—Coming of Age
The passing of the SECURE act and a changing mindset are two developments causing a foundational shift to lifetime income products.
Lifetime Income Solutions: The Changing Face of Retirement
Learn how leading firms offer lifetime income solutions that address employees' concerns of having an income stream through retirement.
LIBOR Transition - ARRC and LSTA Overview
Get reading for LIBOR and discover resources on ARRC and LSTA and overview from our LIBOR Transition and the New Normal webinar.
How Hybrid Business Process Outsourcing is Powering Australia’s Superannuation Funds
With rigorous regulation, consumer demands and rapid technological transformation, superfunds need to focus on member outcomes and fund sustainability.
Getting Retirement Right
This paper focuses on the challenges households face in achieving a target level of income in retirement.
Funds of Funds: Automate Unstructured Data Collection from Managers
Download our infographic to learn how FundHub can help you automate unstructured data collection from managers and overcome those challenges.
Filling the Insurance Coverage Gap and Raising Revenue with Intelligent Automation
Read this SS&C Chorus infographic to see why NIGOs are a problem in underwriting and how document automation helps insurers over their biggest speed bump.
GAMMA Course Listing
The GAMMA digital library includes 300+ hours of financial markets courses across an extensive range of topics. Explore the content within the library.
Beyond Front-to-Back: The Evolution of the Vendor Value Proposition
Investment managers are reevaluating their technology stacks and vendors following the pandemic. Learn more about implementing front-to-back technology.
The Simple, Power Clinical and Financial Intelligence That Dramatically Changed These Physicians’ Practices
See how an ACO used the ACG® System’s population health analytics platform to increase patient engagement and transition to value-based care.
How Providers Can Manage Risks and Opportunities in Value-Based Care Models
Learn how providers are using the ACG® System’s population health analytics platform to transition to value-based care.
COVID-19: How to Identify High-risk Patients
This 30-second video illustrates how using the Johns Hopkins ACG® System can identify patients who might face severe complications with this coronavirus.
The New Face of BRIX: Introducing Our New Consumer Portal
See how the consumer portal enables employee self-service for new hire, annual and qualifying life event enrollment periods.
The World of Asset Management Since March 2020
A video covering The past 14 months since March 2020 changed the operations of most industries, and asset management is no exception.
The Changing Role of Operations: What Are the Opportunities and Threats?
We ask a selection of Chief Operating Officers how they see the role of operations in their firm.
Take the Digital Leap for Your Plan Sponsors and Participants
See how can you help clients boost plan participation, increase contribution rates, and improve participants' overall financial health.
Supplier Selection, Management and Engagement in an M&A Environment
Organizations having undergone or still undergoing mergers and/or acquisitions, COOs discuss how they approach this from a supplier management perspective.
Singularity + Precision LM
Manage loans/traditional investments on a single platform including better risk management, reporting flexibility, and regulatory change management.
Introduction to Singularity
Discover the first smart investment operations and accounting platform with embedded AI and machine learning.
SS&C's Performance Analytics Service
As an asset manager or an asset allocator, how do you make sense of a vast array of complex, analytical information?
SS&C Testimonials - Rothschild
See how SS&C's hosted solutions help Rothschild Asset Management obtain scalability and security, allowing them to focus on core competencies.
SS&C Testimonials - DDJ Capital Management
Listen in on how SS&C's hosting solutions helped DDJ Capital become more agile and efficient, allowing them to focus on their front office.
SS&C Testimonials - Castellan
Castellan Real Estate Partners’ CFO explains how SS&C provided the expertise and technology to help successfully manage their growing loan portfolio.
SS&C Tax Optimizer
A secure web-based US tax preparation and hypothetical tax analytics solution. Know the tax impact of your trading before it’s too late.
SS&C Superannuation BPO
SS&C has solutions across the front, middle and back office, including data aggregation, reconciliation and fund administration.
SS&C Singularity
With embedded AI and machine learning, investment operations accounting will never be the same.
SS&C Emerging Managers Front-to-Back Solution
A front-to-back solution for emerging managers is an essential starter kit that enables you to attract investors, launch fast, and hit the ground running.
SS&C Data Services Solution
Learn more about SS&C Data Services and how it can help you import, aggregate and manage critical data. Spend more analyzing and acting on your data.
SS&C Client Testimonial - Baird
Listen in as our client describes the benefits of leveraging SS&C expertise and tools, such as Evare, to help scale their business.
SS&C Algorithmics Risk Reporting
Analyze porfolio risk leveraging advanced financial models and an extensive set of scenarios constructed by the Algorithmics research team.
Quick Take: How Does the Increasing Focus on ESG Affect Outsourcing?
How does the increasing focus on ESG affect outsourcing? Watch our Quick Take with AIMA on ESG disclosures, transparency and reporting.
Private Equity Wire’s Technology Summit Data Analytics Panel Discussion
What are the latest technology developments available to Private Equity groups to improve efficiency in data management?
Private Equity Wire’s CFO/COO Summit Operational Due Diligence Panel Discussion
Discussion on new trends and challenges of ODD from SS&C and other industry experts during the Private Equity Wire's CFO/COO 2021 Summit.
Paper EOI – Digitized, Automated, Adjudicated – BRIX + Blue Prism
Learn how paper can be a thing of the past for your organization's evidence of insurability process for benefits enrollments.
Navigating CECL in the COVID-19 World: What Have We Learned and What Will Future Challenges Be?
View our webinar to learn how COVID complicated the transition to CECL, how firms have adjusted, and what to expect next
Let's Talk Insurtech: Michael Keating, Chief Executive Officer, Managing General Agents' Association
In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association
Learning Institute ESG
What are key challenges encountered with current ESG tools and data? What are practical techniques to assist a company's ESG risk and performance?
Introducing SS&C FundHub – A Platform for Institutional Alternative Fund Investors
Save time and money, eliminate errors, conduct meaningful analysis and report on aggregated data with FundHub.
Financial Stress to Wellness
With more than 3,000 articles and tools, videos, charts, and calculators, the Personalized Financial Wellness Center helps to generate member engagement.
COO Priorities for 2021 and 2022
This webinar is presented as a fireside chat where a collection of COOs lay out their goals for 2021 and into 2022.
BenefiX® - The Future of Employee Benefits Data Exchange
See how BenefiX simplifies the transformation, translating and transmission of employee benefits data to insurance carriers and administrators.
Automating Prescription Workflows with AI - Webinar Recording
Watch this SS&C Chorus video to see how document automation helped two large pharma firms achieve 100% straight-through processing on prescription workflows.
AIMA: Putting ESG into Practice - Streamlining Your Reporting and Monitoring Process to Provide Transparency to Your Stakeholders
The impacts of ESG and how to streamline your reporting and monitoring process and provide transparency for your stakeholders.
AIMA Gone to Texas - SS&C Presents: Data Aggregation, Enrichment and Reporting
Understanding the importance of data aggregation, enrichment and reporting for the alternative investments industry.
What ACOs Really Need to Accelerate Shared Savings
Webinar with Amy Salls and Michelle Storto – see how a leading ACO changed strategy to successfully enable shared savings and achieve sustained results.
Worlds Collide: Insurance & Alternatives
Insurance companies and alternative investment managers are continuing to converge in the pursuit of higher yields.
Financial Stress to Financial Wellness
Learn more about Financial Wellness offerings and how to create a holistic process that incorporates multiple strategies, tools and touch points.
The Top Five Misconceptions of Hedge Fund Compliance with Regulation D and the Impact of Blue Sky Laws
Top 5 misconceptions for Regulation D filings; types of entities exempt under state Blue Sky laws; sales of hedge funds impacted by Blue Sky filing analysis
The Opportunity in Opportunity Zones
What are QOZs and why are they so attractive to investors. A discussion of the benefits and nuances and more from a fund manager's perspective.
The Importance of Employee Trade Monitoring and Having a Code of Ethics
All financial institutions have a desire to demonstrate strong ethical practices and policies, but establishing and maintaining an effective surveillance program to monitor employee trading presents many tactical challenges.
Strong Governance Demonstrated Through Operational Excellence - Where is Technology in Your CP86 Action Plan?
Our CP86 webinar looks at why the organisation of Irish fund management companies and self-managed investment companies should be happening now.
Streamlining Your Investor Onboarding Experience and Adding Transparency to Your Capital Raising Process
Learn how having a streamlined fundraising and digital investor onboarding process can help fund managers access committed capital quicker.
Social Trading: A Symptom of COVID or Systemic Opportunity
The boom in equity trading volumes and stock price movements is leading Institutional Investors and Managers to try to better understand social media.
Simplify Asset Diversification through Component Outsourcing Services
This webinar highlights the complexities alternative assets create for insurance portfolios and your ability to support alternative asset positions.
Shaking Up and Shaking Out: Bold Moves that are Transforming Asset and Wealth Management
Change is upon us. Rapid developments in our technology, society, and economy are shaking up the asset and wealth management industry.
SS&C's UK Distribution Intelligence - Q2 2021
Overview of market and sector trends; Fund of Funds; property; and sustainability and where to focus your distribution efforts for greatest gain.
SS&C Dialogues: Navigating through Disruptive Innovation in BFSI
Banking, financial services and insurance experts discuss their personal experiences and projections for what's next in navigating through disruption.
SS&C Dialogues - Investor ESG Reporting Expectations
Investors and asset allocators expect greater transparency into the ESG impact of how their capital is being deployed.
SS&C Algorithmics: Managing Credit Risk Exposure Given a Global Pandemic
Key considerations and best practices in managing credit risk during the pandemic and practitioner insights into economic recovery expectations.
SS&C Algorithmics: Increasing Speed and Accuracy in the Front and Middle Office with Sobol Sequence Generators
Applications based on Broda Sobol Generators converge in orders of magnitude faster without loss of accuracy than the commonly used Monte Carlo methods.
SS&C Algorithmics: Implementing 18f-4
Rule 18f-4 overview and the issue with existing stress testing approaches.
SS&C Algorithmics: How to Model Risks Resulting From a Global Pandemic
Obtain timely and relevant investment and risk management insights based on pandemic developments with a new scenario service.
SS&C Algorithmics: FRTB Market Trends Amidst the Basel III Delay
A panel of bank experts discuss current market trends and the impact of these in the implementation of the FRTB regulations.
SS&C Algorithmics: Credit Market Restructuring & the Need to Strengthen Credit Risk, Exposure and Limits Management
A discussion on the need to strengthen credit risk, exposure and limit management processes to address challenges that exist in both current and predicted future risk concentrations.
SS&C Algorithmics: Credit Exposure Management for Asset Managers and Insurers
Look at what asset managers and insurers need to do to successfully manage and control exposures across their portfolios, as well as anticipate future credit risks and regulatory requirements.
SS&C Algorithmics: Container Orchestration for Enterprise-Grade Risk Management
Introduction to containerization and the benefits in utilizing microservices to deploy applications in a timely and cost-effective manner.
SS&C Algorithmics: BCBS Interest Rate Risk in the Banking Book – Global Review and Potential Impacts of the COVID-19 Crisis
Global adoption of the latest interest rate risk in the banking book (IRRBB) standards and the main challenges banking firms face during times of stress.
SS&C Algorithmics - The New FRTB CVA Capital Regime: Pathway to Change
Explore the modelling possibilities that must be considered as part of the new regulation, as well as look at how financial institutions can effectively incorporate these new calculations into their daily risk management processes.
SS&C Algorithmics - Managing credit risk in the Middle East: Challenges, best practices and practical applications for 2021
Hear from Advanced Financial Solutions about a Strategic Approach to Credit Model Management in the context of regulations such as IFRS 9, Basel & IRRBB.
SS&C Algorithmics - FRTB in 2021: Meeting Implementation Challenges
Join us for a discussion around the current state of FRTB implementations and how banks are meeting these challenges.
Proposed Carried Interest Regulations - Are You Prepared ?
Watch our on-demand webinar to learn about the proposed carried interest regulations, open issues, planning opportunities and how they affect you.
Product Development in Our New Normal
SS&C and a panel of experts dive into the challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced.
Private Funds Update for Cayman Funds
Private Funds update for Cayman Funds- scope, timing, and ongoing obligations; FAR reporting; AML/KYC update; Legal, structuring, tax considerations.
Private Fund Compliance – Should a Form D Contain Multiple Issuers?
Private Fund Compliance Should a Form D Contain Multiple Issuers? Explore the various advantages and challenges associated with a Multi-Issuer Form D.
Optimizing the Adoption of Cloud Technologies in the Financial Risk Domain
An interactive discussion about the value of Cloud services, how they can be used for risk and the possibilities of migrating applications to the cloud.
Mutual Fund Blue Sky: Can Social Codes Provide Potential Blue Sky Exemptions?
Mutual Fund Blue Sky: Can Social codes provide potential blue sky exemptions? Understand the alternative use of social codes with exemption processing.
Moving the Needle with Customer Experience: A Pathway to Sustainable Growth
Three key principles to shape that strategy, and deliver the types of distinctive customer experiences that will drive more business and more loyalty in all market environments.
Launching an Investment Fund Post Pandemic: What has changed?
What can investors expect when launching a new fund post-COVID Pandemic? Industry experts discuss ODD, fundraising, service providers, valuations and more.
LIBOR Transition and the New Normal
Learn from a cross-section of industry experts as they share their ideas and work tackling some of the most challenging LIBOR questions.
Key Steps to Cost Effectively Growing Assets
Cost effectively growing assets: a definitive guide for asset managers navigating the technological and strategic opportunities of our new reality.
KYC and AML Screening in the Funds Industry: Real Solutions to a Real Problem
KYC and AML can be expensive and slow and frequent.Adding no value for investors. Doing them well serves to reduce the irritation they cause these clients.
Investment Operations Managed Services: Client Perspectives
Learn about the benefits realized from the automation, enhanced infrastructure, and resource efficiencies that managed services deliver.
How to Digitize Your Investor Onboarding Experience: An Introduction to e-Investor
Would your firm benefit from a web-based tool that provides a logic-based approach to your complex subscription documents and AML/KYC requirements?
FundHub is Here
Watch our video to see what our web-based tool can do for you. The video looks at the tool and benefits using this technology.
Fund Manager Briefing: Debt vs Equity Real Assets
What are the pros and cons of financing vs investing in real asset investments? Experts discuss the recent trends and challenges of each strategy.
From Good to Great - Unshackling of the Private Equity industry & the Road Ahead
As the PE industry expands in India what are the future challenges. We discuss the acceleration of technology, the role of service providers and more.
Energy Risk Management: Managing the Uncertainty in Traditional Energy Sources
A panel of experts discuss the issues top of mind in the energy sector including, inflation, COVID pandemic, ESG mandates and supply chain interruptions.
Emerging Managers: Operational Considerations for Managing Risk
What are some of the operational nuances including cost containment and changes in valuations that EM’s should consider when starting a fund?
ETF Strategies in Today's Financial Landscape
Key insights to where we are today, innovative wrappers and models and understanding regulation code changes for ETFs.
ESG Investing 2.0 – Environment, Social and Governance-Oriented Investments in a World With COVID-19
Watch our 3-in-1 webinar as our panel of experts explore the latest ESG compliance requirements and tools.
Do all Mutual Funds Need to Notice File with all Jurisdictions? A Review of Blue Sky Laws
Do all mutual funds need to notice file with all jurisdictions? Navigate regulations from state to state and how to minimize Blue Sky fees.
Distressed Credit and the Role of Technology
Distressed debt can offer investor opportunities for the well-prepared. Hear experts from across the industry discuss servicing pitfalls and solutions.
Dislocations in Valuations: Operational Reporting and Communications in a Market Correction
We examine what valuation specialist and auditors require to endorse valuations and the challenges fund managers face when reporting to investors.
Digital Advice and Financial Wellbeing for the Mass Market
Financial wellbeing is an increasingly important concept. How do you ensure you are provide sufficient support to your clients?
Data Governance for Performance Measurement
In this webinar, we demonstrate the data governance framework in Anova and look at how it can be applied to the performance measurement process.
Collaborating in a Crisis - Asset Allocators and Asset Servicers Working Together Today and Preparing for Tomorrow
Watch our webinar as we discuss our experiences and process managing through a crisis and how it came to life during the global pandemic.
CP86 Evolution and Challenges of the Central Bank of Ireland Guidance Paper
Review the challenges of the fund management companies guidance (CP86) issued by the Central Bank of Ireland.
Alternative Funds: Addressing the Challenges of Data Aggregation and Automation with AI
Addressing the challenges of data aggregation and automation with AI. The challenges alternative funds investors face when it comes to unstructured data.
After the Storm: Charting a New Course through Uncertainty
Learn more about three key areas asset managers can focus on in the midst of disruption.
A New Era of Retirement Income Strategies
In this webinar, our panel of industry experts discuss how the demand for lifetime income provides opportunity for decumulation strategy innovation.
2020 Valuations – A Discussion on Key Considerations, Data Points, and Market Influences
How did firms successfully managed 2020’s extreme volatility with their valuation processes. What are the recommendations for best practices going forward.
Investment Management Operational Outsourcing
Watch our webinar to learn how the right investment management outsourcing partner can help you stay ahead in an increasingly competitive landscape
SS&C in Ireland: Key Industry Themes - Part 2
A perspective from our Ireland team on trends in the industry post-COVID; The ManCo space—thoughts on the market outlook; Excitement around the ILP.
SS&C in Ireland: Coffee with Arun Neelamkavil and John Madigan to Discuss Key Industry Themes
A brief look into key trends in the Irish market, thoughts on recent developments and the market outlook, and how the market will develop.
Risk Analytics Accessibility and the Opportunity of the Cloud
This three-part series looks at how cloud computing and microservices are shaping the future of risk management.
Private Equity Fundraising in the New Decade
Industry experts explore the variety of asset-raising channels that are available to private equity managers in this new era.
Philanthropic and Family Office Solutions
Philanthropic and family office solutions, and what features and tools fund managers need to be effective and efficient.
Lyric in Action: Digitizing and Automating Alternatives
SS&C Lyric is transforming retail alternatives by digitizing the subscription process, simplifying the client experience and providing transparency.
Lyric in Action: Bringing a Technology Vision to Reality
Lyric combines microservices, AI/Machine Learning, and distributed ledger technology with SS&C’s global technology infrastructure and FinTech leadership.
The Future of Financial Services, Now
SS&C Lyric, our global recordkeeping platform, helps make operations safer, more efficient and delivers the digital experiences today’s customers demand.
Insurance Insights
Explore the implications of convergence between insurance and alternatives brought on by the persistent low yield environment.
High-Performance Risk Analytics: Turning Performance into Business Gains
This three-part series looks at how high-performance risk analytics is shaping the future of risk management.
High-performance Risk Analytics – Usability and the User Experience
How high-performance computing is supporting risk analytics, specifically changing the business use cases due to major speed improvements.
Financial Wellness in the Superfund Industry
How to work towards financial wellbeing for members and employees and how everyone wins when you get it right.
2019 National Real Estate Investor Market Outlook
Discover real estate technology trends shaping the property management industry. Learn what factors are driving the recent surge of innovation.
The Use of Sales Enablement Technologies by Asset Managers Report Series
As a sales manager, you need your salesforce to spend more time building and nurturing relationships and selling and less time on everything else.
Learn what it takes to create and maintain a sustainable asset and wealth management organization – standing still is not an option.
Rightsizing Sales Organizations and Managing Territories
While there isn’t a single universal formula that works to determine whether a sales organization is ready for additional staff (or requires a reduction), there is a relatively simple way to make the determination once you apply the data.
Rethinking Sales Models
It can be overwhelming to try to evaluate all aspects of sales relationships all at once. But, you have to start somewhere.
Maximizing Distributor Relationships
Account-based marketing provides a framework and process for aligning resources on accounts with long-term growth prospects, demonstrated demand for products and services, tightly aligned strategies and plans.
How to Win Over ESG-Reluctant Advisors
Two in five advisors have used ESG strategies in client portfolios, but the rest have not. Learn How to Win Over ESG-Reluctant Advisors.
Four Ways to Set Up Your Digital Experiences for Success with the Next Generation: Digital Engagement Leaders 2019
Explore practical recommendations for delivering a customer experience that wins over the next generation of advisors and investors.
Driving Growth with Data-Driven Territories: Setting up Your Sales Team for Success
This report helps executives understand the process of running a formal, data-driven territory optimization exercise.
Digital that Makes a Difference
Digital experiences can make the difference in persuading advisors to choose—or keep—your products at every stage of the decision journey.
Connecting with the Next Generation of Advisors: What Advisors Do Online
This report examines what all advisors want as they learn about an unfamiliar manager or product, compare solutions, do business with and advocate for a firm.
Building a High-Performance Content Strategy
Nine of ten asset management marketing teams have a content strategy. Discover how to build a solid foundation for a high-performance content strategy.
Building Relationships & Advocacy Online
Learn how a strong digital strategy can deepen the relationship, and enhance the advisor’s value to the firm.
Attributes of Top Performing Sales Territories
Not only are these sales teams beating their competition in terms of gross sales at more high value offices, they are able to better retain assets at those offices.
Advancing from Scoring Leads to Tracking Customer Opportunity
Discover why traditional lead scoring falls short in today’s environment and how Customer Opportunity Scoring is taking the common task of identifying the best prospects for a firm to the next level.
Three Key Opportunities to Advance Advisor Relationships through the Home Office
This report leverages our latest survey of advisors about their home offices, as well as interviews with broker-dealer executives.
e-Prescribing Services
Reduce prescribing errors and provide more efficient, safe, and transparent prescribing processes that contribute to improved outcomes.
Value-Based Payment Services for Health Plans
Design and implement VBP programs rapidly, without the need to license software, install hardware, train staff or assign dedicated resources.
Utilization Management
Our standard UM edits promote the safe, appropriate use of drugs through quantity limits, age edits, gender edits, duplicate therapy, and drug interactions.
Unique Strengths of the ACG® System
ACG System® supports a variety of applications: population health monitoring, clinical case management, performance evaluation and resource allocation
Total Cost of Care
Our Total Cost of Care solution supports a productive dialogue between your plan and your providers to foster cost control.
The Johns Hopkins ACG® System
Measure morbidity burden of patient populations (healthy too) with existing data from insurance claims, EMR, demographics and non-clinical data sources.
Specialty Drug Solution
Specialty solution helps manage the complicated and pivotal segment of your drug spend while maintaining access to care your members need.
SS&C Health Pharmacy Solutions
Comprehensive pharmacy benefit management offerings help plans realize value in pharmacy benefits, improve clinical outcomes and reduce costs and risks.
RxAdherence
Identify non-adherent members in common high-risk groups with prescriptive analytics delivered through a convenient dashboard for targeted interventions.
Risk Adjustment 365: Key Events and Milestones for Health Plans
Track progress with annual risk adjustment events and milestones divided by quarter, includes prospective and retrospective activity for each quarter.
Real-Time Benefit
Deliver point-of-care drug price transparency for members to promote medication adherence, reduced drug spend, and improved outcomes.
Provider Pricing: Automate Claims Pricing for Complex Pricing Arrangements
Configure complex pricing arrangements without IT support, lower operational costs for manual claims processing; adaptable to any claims platform.
Prescription Discount Programs for Third Party Administrators
Create value for your self-insured employer-clients, their members and your business by offering an in-house prescription discount program.
Point-of-Sale Rebate Solution
Point of Sale Rebate Solution gives members a clearer sight into real cost of medications, potentially helping them make better adherence-related decisions.
Pharmacy Network Solutions
See how identifying and delivering the network strategy best suited for your members will help deliver optimal access to care in a cost-effective manner.
Interoperability for Small-Midsized Plans
Comprehensive compliance for interoperability in BPaaS cloud model designed for mid-sized health plans, with minimal IT impact and Edifecs technology.Interoperability Impact and Solution for Small-midsized Plans
Interoperability Vendor Checklist
Vendor checklist details support needed for a comprehensive solution, vendor comparison or internal guide to verify everything is accounted for in-house.
Interoperability Quick Reference Guide
Interoperability requirements by program; easy to read one-page reference guide includes recommended base format for each requirement.
HEDIS® MY2023 Timeline
HEDIS activities and deadlines for MY2023, guidance for vendor collaboration and recommended steps for each planning phase.
Formulary Rebates
How rebates are defined is more important than PPC - learn about a transparent and turnkey formulary rebate solution to help control pharmacy spend.
Formulary Management Solution
Control drug spend and provide optimal member access and clinically sound medication therapy management programs with established evidence of efficacy.
SS&C Flex for Healthcare
Encounter Submission Services
Drive accurate government reimbursement for EDPS, RAPs, EDGE Server and Medicaid encounter submissions; user interface for real-time access to performance.
Empower Your Practice Using the 360Ribbon™
Simplify healthcare provider visibility into patient information at POC to identify care and quality needs, support shared savings towards value-based care.
EDI Services for Healthcare
EDI transaction services for all lines of business and HIPAA-mandated transaction sets, BPO, hosted or turnkey installation keep your plan compliant.
EDGE Server Submission Timeline
EDGE submission timeline details monthly activity to ensure compliance with CMS submission guidance and ensure successful risk adjustment submissions.
Drug Discount Card Solution
Leverage SS&C Health's Drug Discount Card solution—no conflicts, channel agnostic, network control, competitive pricing and secure data management.
Delegate Oversight Compliance
Delegating functions for your health plan? Verify effective compliance management third-party risk mitigation with our checklist for vendor oversight.
SS&C® CareAnalyzer HEDIS® Reporting
HEDIS support; NCQA & AMP certified measures (all ECDS) calculate CAHPS survey samples & hybrid measures, abstraction tool for medical record data, provider ranking
SS&C® CareAnalyzer
Predictive modeling, population health management, HEDIS and quality reporting, risk management and provider network evaluation in a single solution.
ACG® System as an Enterprise Solution
The ACG® System has clinical, administrative and public health surveillance applications, all providing powerful analytics.
Streamline and Digitize Your Investor Experience
e-Investor is an electronic transaction document processing and workflow management tool to reduce risk and streamline review and approval.
Unlocking Embedded Analytics Through Financial Risk APIs
Incorporating Financial Risk APIs into risk management to cope with increasing regulatory and business demands.
Treasury Management
Automates and unifies front and middle offices’ treasury responsibilities to provide users the ability to make real-time decisions.
Transfer Value Analysis Solution
Benefit from an better experience and deeper function; accessibility through a web-based app; and see updates to reflect new regs and flexible strategies.
TradeThru
A fully integrated solution that covers foreign exchange, money markets, interest rate and currency derivatives, securities, and precious metals.
Total Return
Learn more about our fully integrated portfolio management, financial and partnership accounting for family offices and funds.
TimeShareWare Professional
Flexible out of-the-box resort management solution designed for sales, marketing and property management operations.
TimeShareWare Essentials
The quickest, most efficient solution to manage your single-site resort and concentrate on what makes you successful.
TimeShareWare Enterprise
Integration, customization, scalability and performance for large resorts operations with complex, multi-faceted system needs.
TimeShareWare Arrive
Contactless check-in to protect staff and guests. Bringing resort operations back to normal and provide peace of mind to your guests and staff.
Experience is Everything
The world’s leading private equity fund administrator, delivering fund accounting, reporting, investor reporting and tax services.
Thai Fixed Interest & Discount Securities
HiPortfolio is available with the product enhancement catering for Thai Fixed Interest & Discount Securities with Time to Maturity fewer than 90 Days.
Tenant/EmploymentScreener
Hosted solution for background screening companies, enabling automation and accelerated application screening and investigation process.
Tech-powered Solutions and Service for Portfolios Owning Hedge and Private Equity Fund Investments
Asset allocations in hedge and private equity funds continue to increase as investors look for diversification and protection from market volatility.
TRAC Retirement Account Servicing
Drive more efficient processes, move critical yet cumbersome procedures online, and implement a flexible platform for growth.
Superannuation Funds Registry and Servicing: Is Outsourcing the Answer?
Superfunds are now choosing to outsource registry platforms and servicing operations, or reevaluate your service provider’s technology and services.
Streamline the Integration of Data Party Tools
The Super IDX functionality provides an easy-to-use, flexible data transformation capability to support the import and export of data in different formats.
Streamline Unified Managed Account (UMA) Strategies
SS&C has demystified the operations and management of UMAs so you can deliver these very flexible structures throughout your product suite.
Solutions Across the Retirement Ecosystem
A full suite of solutions for core recordkeeping to help your firm master complexities across the retirement lifecycle from accumulation to drawdown.
Sobol Sequence Generators
SmartSource for Partnership Investments: Are You Struggling with Schedule BA?
Schedule BA assets are tough to account for. Learn how to streamline tracking, collection, accounting and reporting processes for partnership investments.
Singularity for Treasury & Capital Markets
Discover an AI-driven investment accounting platform that modernizes treasury and capital market trade processing and settlement operations.
Singularity Foreign Exchange Solution
Discover a functionality rich Foreign Exchange system to serve the needs of client portal/front office, middle-office and back-office users.
Simplify the Cash Wire Process
Learn how SS&C's Wire Processing simplifies the cash wire process with transparency, controls and authorization from your office or mobile devices.
Service Insights Dashboard
SS&C’s Insights Dashboard delivers the information asset managers need to understand their current position and make more informed business decisions.
SS&C’s Innovative Solutions for Insurers
Discover a modern investment accounting platform for insurers. Advanced middle and back office capabilities translate into savings and higher yield.
SS&C’s Comprehensive Solution for Irish Fund Management Companies
Discover SS&C’s comprehensive solution for Irish Fund Management Companies. Explore SS&C's suite of applications.
SS&C e-Investor: Surveys
Reduce risk, add transparency and create efficiencies; automate delivery, completion, submission and tracking of manager and investor questionnaires.
SS&C Solutions for Insurance Marketplaces
Bring ease of use and accuracy of plan design across the full suite of benefits as an insurance marketplace or private healthcare exchange.
SS&C Solutions for Benefits Administration
Employee benefits administration is undergoing change and growth, including new benefit types, plan designs and compliance requirements. BRIX can help.
SS&C SmartSource for Insurers — Grow Your Business while Reducing Risk and Operating Costs with Automation and AI Technologies
SS&C SmartSource delivers an integrated suite of investment analytics, operations and accounting services through its Singularity cloud-based platform.
SS&C SmartSource for Bank Loans
Setting up, accounting for and reporting on bank loan activity has never been easier or more efficient.
SS&C SmartSource Insurance Advisory & Seminar Services
Having a partner with specialized knowledge in investment accounting, reporting and compliance enables insurers to free up staff for higher-value tasks.
SS&C SmartSource
Intelligent outsourcing solutions for middle and back-office services powered by today’s most advanced investment operations and accounting technology.
SS&C SVC (Securities Data Services)
Aggregate market data to deliver a single customized feed covering varied services, such as pricing, corporate actions and security master data.
SS&C STATReporting
Streamline your STAT reporting process, continuously audit your data, ensure proper set up, and easily produce reports with this new module.
SS&C Risk & Compliance Intelligence Platform (RCI)
Providing evidence of supervision and supporting your compliance policies and procedures. Transparent and accountable.
SS&C Private Label Benefits Administration Solutions for HCM and Payroll Solution Providers
HCM and Payroll solutions companies can offer their customers the most intuitive and flexible platform for Employee Benefits Enrollment and Administration.
Family Office Services
SS&C offers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices.
SS&C Precision LM , Servicing, Accounting, Asset Management, Investor Reporting and Origination
A single integrated servicing platform for all commercial/multifamily loan products, including complex participations and investor structures.
SS&C Loan Administration Services for Private Debt Funds
We provide origination, loan accounting & servicing, fund administration and more to nonbank lenders looking to outsource private debt loan administration.
SS&C Learning Institute – UK Compliance Modules
Expertise in both Fin Service regulation and eLearning providing employees with access to a Compliance Library,
SS&C Learning Institute NeuroLab
The SS&C NeuroLab combines innovative technology and neuroscience to improve training programs through optimized engagement and retention.
Decisions Simplified, Operations Streamlined
The leader in insurance investment operations, SS&C delivers accounting, loan operations, client reporting and risk, performance and financial analysis.
SS&C GoCheck: Mitigate Operational Risk and Evidence Your Regulatory Compliance
SS&C GoCheck is an online task management platform that can be used to improve task performance and increase business success.
SS&C GlobeOp Solution for Asset Allocators
SS&C offers full technology and data management to asset allocators. Capabilities support Investment staff, Operations, Accounting and Treasury.
Complex Requirements Have Met Their Match
SS&C Regulatory solutions for common reporting standards, form PF, FATCA, CPO-PQR and performance analytics for today’s funds and asset managers.
SS&C Global Lending Technology & Services
Software and services for a diverse, global client base. Extensive experience supporting organizations investing in a broad range of loan types.
SS&C EVOLV: Solve Today’s Challenges, Meet the Demands of Tomorrow
A long-term, sustainable solution that enables our clients to adapt to changing business needs and meet new reporting requirements.
SS&C Cloud Solution for Limited Partnership Accounting
A cloud-based solution for limited partnership accounting with full support of accounting methodologies that can be set uniquely by basis.
SS&C Business Process Outsourcing for Superannuation
BPO can maintain your non-core IT, process and registry functions, which frees you to focus on what matters most—your member outcomes.
SS&C Altair
Superior portfolio management, investment accounting, and reporting for financial services firms which complies with legislation
SS&C Algorithmics for Insurance
SS&C Algorithmics empowers insurers to achieve regulatory compliance, make risk-aware decisions and manage investment portfolios.
SS&C Algorithmics XVA Sensitivities
Assess and hedge risk with XVA exposure measure and sensitivity calculations with an ultra-fast, performance optimized XVA sensitivities generation engine.
SS&C Algorithmics Workspace Analyzer for Enterprise
Workspace Analyzer for enterprise applications, describing how this powerful solution can be used to solve complex aggregation and reporting problems.
SS&C Algorithmics Workspace Analyzer
SS&C Algorithmics high-performance, enterprise-wide dashboard solution to solve complex use cases for aggregation and reporting.
SS&C Algorithmics Scenarios as a Service
SS&C Algorithmics Scenarios as a Service provides stress testing scenarios on macroeconomic factors curated from proprietary predictive models.
Algo Risk Service for Asset Management
Advanced risk analytics designed to support risk analysts and fund managers who need to investigate portfolios beyond market risk.
SS&C Algorithmics Learning License
Enhance the team's skillset by subscribing to our SS&C Algorithmics learning license to get the right learning to the right people at the right time.
SS&C Algorithmics Integrated Market and Credit Risk Management for Insurance Companies
Enhance risk management of the investment assets portfolio while considering implications of insurance liabilities portfolio.
SS&C Algorithmics Financial Risk APIs
Leverage the cloud and stateless microservices for immediate access to sophisticated risk and investment management tools.
SS&C Algorithmics Counterparty Credit Risk
Measure market, counterparty credit risk exposures, XVA and capital on a single platform to enhance risk-based decision making.
Providing Next-Generation ALM, Liquidity Risk and Balance Sheet Risk Management
SS&C Algorithmics Balance Sheet Risk Management supports ALM, Liquidity Risk, FTP, and Treasury with IRRBB, regulatory compliance and profitability.
Property Management Solution for Residential and Multi-Family Properties
SKYLINE is a comprehensive residential lease, tenant, property management solution with a powerful accounts payable accounting and reporting system.
SS&C SKYLINE
Streamline property management with SS&C SKYLINE, a cloud-native platform for leasing, accounting and operations. Download the brochure now.
SKYLINE Retail
Learn how SKYLINE can help retail properties with features including escalation and recoveries billing, lease management, and e-billing.
SKYLINE HOA and Condo
SS&C provides a suite of solutions for Condo and HOA Managers including full GLAP, an owner portal, maintenance and property management solutions.
SKYLINE Facilities Maintenance
Gain more visibility into your operations with mobile ready work order management and facilities maintenance solutions.
Property Management Solution for Commercial Properties
Learn how SKYLINE can help automate workflows, improve reporting, and increase NOI for commercial property managers.
SEC Modernization of Derivatives Risk Management: Rule 18f-4
The 18f-4 solution offers turnkey, cloud-based platform enabling funds to comply with new SEC 18f-4 derivative risk management program regulation.
RolloverCentral for Education, Support and Real-Time Transactions
Our client-centric model makes it easier to capture dollars and maximize rollover opportunities resulting from 401(k), 403(b), 457(b) and others.
Rollover Distribution Platform
Recordkeepers can leverage technology to help gain efficiencies and lower your net transaction expenses when processing participant rollovers.
Residential and Commercial Property Accounting Service
Download our brochure to learn more about SKYLINE's Property Accounting Services for commercial real estate owners, managers and investors.
Registered Fund Services
Explore SS&C's Registered and Private Fund Services: innovative technology, dedicated support, and flexible solutions for your fund needs.
Private Capital
Learn more about our most complete suite of software and services for superior management of private wealth and enhanced client engagement.
Support the Entire Loan Lifecycle
SS&C Precision LM (loan management) software helps manage accounting, compliance and renewals, asset management, reporting and tracking.
Post Trade Reporting Services
Solution for monitoring investment restrictions in line with European UCITS and AIFMD Regulatory requirements on a post-trade basis.
Portfolio Management & Trading Solutions
SS&C ALPS Advisors offers you our deep knowledge and expertise within Portfolio Management and Trading across many product types.
PortPro Investment Center
A suite of fully integrated, web-based financial information tools designed to streamline investment portfolio accounting and asset/liability management.
Plan Sponsor Support for Terminated Retirement Plans
Learn how SS&C Flex coupled with our Automated Rollover Program provides Plan Sponsor Support for Terminated Retirement Plans.
Plan Health Review
Data and communications capabilities come together to provide objective analysis of plan metrics together with a Plan Health Assessment and recommendations.
Plan Health Dashboard
Identify specific data needed for measurement and help plan sponsors make better decisions about their retirement plan.
Personalized HSA Modelers and Health Cost Comparison Tools
Help employees understand how today’s healthcare costs and HSA savings opportunities can affect tomorrow’s retirement.
Personalized Financial Wellness Center
SS&C's Personalized Financial Wellness Center provides financial education and wellness solutions for every participant journey.
Personalized Communications Solutions
Personalized Communications Solutions can custom configure capabilities to your needs whether it’s a tailored solution or ready-to-go content and tools.
Pensions and Endowments
We offer modular and specific capabilities across your organization and our solutions gear towards the Investment staff, Operations, Accounting, Treasury.
Payroll Solutions
Payroll processing can be a burden. Simplify the process and free up your time with SS&C's payroll solution, with three options to choose from.
Participant Communications
Mobile enrollment tools and personalized enrollment content reinforce the importance of plan participation and encourage employees to take action.
Pacer
The multi-currency portfolio accounting solution of choice for investment managers of diversified global assets.
Outsource Mortgage REIT Accounting to Our Experienced Professionals
Whether you are an established mortgage REIT or looking at the REIT structure as an attractive strategy, SS&C’s experienced professionals can help.
Optimize Your Tax Strategy with Expert Knowledge and Service
SS&C Alternative Funds Tax Services helps over 200 fund clients comply with global tax regulations while minimizing their tax burden.
Multiple Pricing Source Module
A flexible way to retrieve pricing for accurate asset valuation and to support reporting on a customized basis to meet individual client requirements.
Middle-Office Services for CLOs
Our expertise in CLOs leverages our deep experience in delivering operational support for all asset classes and all types of fund structures around the globe.
Operational Alpha is Closer Than You Think
SS&C middle office services include trade processing, treasury and cash management, business process outsourcing (BPO) and loan services.
Marketing & Leasing Suite
End-to-end seamless platform that manages the entire leasing process. Market availabilities, electronically sign leases and automate new tenants onboarding
MarginMan
Real-time valuations for collateralized foreign exchange, OTC FX vanilla and exotic options, FX accumulators, and commodity and metals trading.
MAXIMIS
Learn how MAXIMIS is the most comprehensive insurance company investment accounting solution on a single platform.
Liquidity Risk Management Support Services
One of the primary challenges is building and implementing the necessary operational systems for determining the fund’s liquidity classifications to meet the SEC requirements.
Lightning
Fully integrated and comprehensive web-based SaaS solution that seamlessly links front-, middle- and back-office fixed-income securities processing.
Lender's Viewpoint Portal
Manage you loan portfolio with transparency, insight and control through a secure, modern web-based interface for access to comprehensive loan information.
Learning Services
Whether crafting a new course or enhancing an existing program, our production team can help design, develop and deliver bespoke learning programs.
LIBOR Transition: A Smooth Shift to the New Era
SS&C Algorithmics provides a flexible, complete, transparent and smart framework that ensures a seamless transition to the new risk-free curves.
Keeping Up Anti-Money Laundering and Fraud Detection Obligations
Going beyond watch and sanctions list matching, learn how SS&C takes it to the next step with ongoing transaction monitoring.
Investment Tax Accounting, Tax Analysis and Planning
Fully automated US tax preparation and hypothetical US tax solution. Mitigate risk through the removal of manual processes.
Interval Funds
Investment managers looking to offer ’40 Act registered products without the daily liquidity constraints of an open-end mutual fund use interval funds.
Integrated Site Solutions
Build trust and relationships with your online audience with ready to go financial content, making your website and brand a go-to resource.
Income Product Portability
Retirement Income middleware allows retirement service providers to cost effectively distribute and service guaranteed income products.
ILS Administration Services
We provide the most comprehensive solution for insurance-linked securities in Bermuda. Learn more about SS&C's support model for ILS administration.
HiPortfolio Expanded Unit Pricing
Streamlined, automated, flexible end-to-end unit pricing allowing for calculation of accurate prices on a scalable basis
SS&C HiPortfolio: Trusted at the Core of Investment Operations
Comprehensive, scalable and proven technology giving uncompromising control over fund administration, investment accounting and asset servicing operations.
GuidancePlus
Learn how GuidancePlus helps plan participants make difficult savings and investment decisions required by your plan.
Go Beyond Traditional Transfer Agency Boundaries
Learn how SS&C’s Global Investor and Distribution Solutions goes beyond traditional transfer agency services to help asset managers grow their business.
Global Debt Manager
SS&C's Global Debt Manager will increase automation and reduce risks in issuance, transfer and paying agency services.
Scalable Investment Operations to Help Grow Your Business
Position your firm for growth with a comprehensive front-to-back office solution that automates key business activities and reduces operation risk.
GAMMA NASBA Course Catalog
The GAMMA library offers hundreds of online courses accredited with NASBA for CPE Credits. Explore all eligible courses by downloading the course catalog.
GAMMA MBA Essentials
MBA Essentials offers a target online experience to enhance core knowledge, critical thinking and analytical skills demanded in business disciplines today.
GAMMA CPE Credit Listing
The GAMMA library offers online education programs approved with various accrediting bodies for hundreds of Continuing Professional Education credits.
GAMMA Asset Management Essentials
Asset Management Essentials is an online curriculum of interactive content designed for financial services firms and their clients.
GAMMA
Learning online is ideal for busy professionals. GAMMA is a digital library of hundreds of courses optimized for professional education.
FundHub for Managers
Are you looking to gain exposure to sophisticated investors? FundHub is a web based research, analytics, and portfolio management platform.
Fund CCO Support Services
SS&C ALPS provides the leading compliance program support, tools and expertise to allow CCOs to focus on the needs of the board and strategic initiatives.
Fully-automated US Tax Preparation and Hypothetical US Tax Solution
Mitigate risk through the removal of manual processes with a fully automated US tax preparation and hypothetical US tax solution.
FraudScreener
A cost-effective solution that assists commercial lenders in screening loan applicants for potential fraud and undisclosed information.
Financial Wellness: Top 5 Strategies to Improve Member Engagement by AON and Rice Warner
Learn more about our top five strategies to improve member engagement and the best initiatives for a well executed financial wellness strategy.
Financial Stress to Financial Wellness: Superannuation Funds Opportunity
A holistic financial wellness program can drive greater member loyalty and engagement with retirement planning.
Financial Stress to Financial Wellness: Opportunity for Your Business
Learn more about the benefits of implementing a financial wellness strategy for your employees.
SS&C FIXLink® Trading Community
SS&C offers one the largest and most robust FIX networks in the industry, with market participants in 80+ countries.
Expertise in Firm Operations, Accounting and Financial Reporting
SS&C's dedicated team of experts in Private Equity Services delivers expertise in firm operations, accounting and financial reporting.
Exchange-Traded Fund Structures
Choosing an Exchange-Traded Fund “ETF” structure for your strategy can raise questions. Our vast knowledge of each structure when making your decision.
Exchange-Traded Fund Servicing
The continual evolution of active management sparks momentum in the Exchange-Traded Fund (“ETF”) landscape. Learn how SS&C can help you.
Expert Support for Disruptive Business Events
SS&C Flex is a resource for outsourced flexible staff to manage extraordinary events with a compete suite of services.
Evare Managed SWIFT Service
A fully managed service providing access to the SWIFT Network allowing you to send or receive SWIFT messages to your counterparties.
Evare Managed Data Services
A full-service data delivery management solution that handles all data gathering, data management and connectivity needs.
Evare Employee Compliance Data Service
Download this brochure to learn how Evare can help monitor employee personal trading activities as required by local regulatory agencies.
Evare Custodial Data Service
Automatically gather all of your investment transactions, cash and investment positions from financial institutions throughout the world.
Enhanced Analytical Reserving Solution
SS&C EVOLV’s Enhanced Analytical Reserving Solution (EVOLVEA) provides the power of a model without the need for a modeling team.
Enhance Your Operations with SS&C’s Managed Data Services
Our comprehensive managed data services help you to smooth the flow of critical third-party information that your investment operations depend on.
End-to-End Distribution Solutions
The SS&C|ALPS team acts as an extension of your business to support your distribution strategy and communicate your firm’s unique value proposition.
Employee Benefit Network
With EBN, your participants gain online access to plan communication, enrollment materials and investment information—all in one place.
EVOLV – Loan Accounting Solution
SS&C EVOLV provides a controlled and scalable platform that combines advanced risk, accounting, and robust analytics allowing you be more efficient.
Digital Newsletter Tool
A participant newsletter is a relationship builder and drives engagement. An efficient, flexible and cost effective tool can be pivotal to your business.
Digital Investor - Interactive Self-Servicing Experience for Investors
Deliver an optimal digital, self-service, interactive experience to your mutual fund, 529 and alternative fund investors with Digital Investor.
Department of Labor Changes: Impact on Client Statements
Further explanation as well as an example of how SS&C is updating statements to meet all DOL SECURE Act requirements.
Debt & Derivatives
A modular, scalable middle and back office solution for processing, accounting for, valuing and reporting on OTC derivatives and issued debt.
Data Services
Utilize our extensive experience and proprietary technologies to merge your accounting and operational data to make faster, more-informed decisions.
DST Vision – Advisor Servicing
The premier financial intermediary website, DST Vision provides advisors one-stop access to their book of business across participating product companies.
Crisis Management - Rapid Response
Minimize the impact of a cybersecurity threat and reduce post-data breach impact with our customized, tested incident response program.
CreditScreener
Easily gain access to credit information, from all the credit repositories, including the major three bureaus, with one online form.
Corporate Actions Processing and Post Event Changes
Automation of Corporate Actions in HiPortfolio improves processing efficiencies, allows controls over post event changes and reduces operational risk,
CondotelWare
Condominium hotel management without the complexity. Designed for the unique challenges of condominium hotels.
Comprehensive Loan Management Delivered in a Single Solution
Learn how Precision LM, SS&C's loan management solution, is geared to increase efficiency, improve profitability and control risk.
Comprehensive Administration Services for Business Development Companies
Outsourcing fund accounting, middle-office functions and back-office processing allows you to focus on fundraising, deal making and market opportunities.
Communications Smart Hub
A single-source, highly configurable solution, Communications Smart Hub delivers dynamic, personalized, content-rich communications and reporting for participants and sponsors.
Choosing the Right Hedge Fund Partner
Learn why launching a hedge fund involves planning for operations as well as overall strategy. The faster you get up and running, the faster you growing.