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Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Article
Ignites: SS&C Taps 20 "AI Agents" for Vendor Contracts
Read More
SS&C has deployed 20 so-called artificial intelligence agents that are capable of handling more complicated tasks.
Brochure
Retirement Income Clearing & Calculation (RICC®) Platform
Simplify retirement income access with SS&C’s RICC® Platform. Enable seamless integration for in-plan retirement income solutions.
SS&C Battea Interest Rate Swaps Antitrust Case Summary
You may be eligible for compensation if you engaged in U.S. Interest Rate Swap Transactions with defendants during the applicable Settlement Class Period.
SS&C AI Governance Platform Overview
Develop secure & compliant AI solutions with centralized governance, tailored RAG systems and robust real-time risk management.
AIFMD: Annex IV Reporting
Streamline your Annex IV reporting with SS&C's AIFMD solution. Leverage advanced technology and expert support to ensure compliance with ease.
SS&C Learning Institute - Empower Professional Learning
Enhance workforce learning with SS&C Learning Institute’s expert-led training, eLearning and CPE-accredited courses for financial professionals.
Whitepaper
2024 Year in Review
SS&C Battea is at the forefront of global securities class action recovery, identifying and actively monitoring recovery opportunities for investors.
Video
Streamlining IRA Rollovers: A Smarter Approach for 2025
Watch Now
Discover how SS&C's Rollover Central streamlines the IRA rollover process, reducing delays, errors and fraud risks. Watch the interview now.
SS&C Mail Services
Mail room services for scanning and processing, data extraction/automated document classification, check processing and electronic deposits.
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.
Transforming Financial Wellness Through AI and the Metaverse
Discover how AI, gamification and the metaverse transform financial wellness for better engagement and outcomes.
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.
Advice Navigator
Advice Navigator is an AI tool built to give advisors a single source of query for all their key tasks and questions.
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.
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.
SS&C HealthHub
SS&C HealthHub simplifies healthcare planning with personalized insights, cost projections and comprehensive resources for advisors and investors.
Infographic
Unlock the Secrets to a Seamless Investment Platform Transfer
View Now
Ten tips for successfully transferring assets to a strategic investment platform. Deliver value to your clients and improve operational efficiency.
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.
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.
Case Study
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.
Driving Member Outcomes Through Digital Innovation
Helping you with SS&C's Superannuation Solutions - Member Administration services: Administration services for members, pensioners and employers.
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.
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.
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.
eBook
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.
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.
Webinar
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.
Our report with Hedgeweek features insights into the changes Family offices have experienced and where they are in 2024.
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.
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.
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.
SS&C Concierge: Our Approach
Our target operating model consultancy service leverages real expertise from the operators currently serving 22,000 customers.
SS&C Concierge
SS&C Concierge offers tailored operations consulting to overcome challenges, boost productivity and drive results with 35+ years of expertise.
Embrace the New Era of Wealth Management
SS&C Wealth Management Solutions span portfolio management, pre and post-trade compliance and reporting.
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.
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.
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
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.
DBC Housing
DBC Housing is the most widely used modeling and structuring program for mortgage-backed bonds in the tax-exempt housing market.
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.
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
DBC Finance
DBC Finance is the industry standard for municipal finance structuring and reporting, used by underwriters, financial advisors and bond issuers.
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.
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.
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
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.
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.
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.
Podcast
Technology’s Role in US RIAs’ Success on The Wealth Mosaic with Eric Rocks
Listen Now
Listen as SS&C and The Wealth Mosaic discuss how technology enables US RIAs to expand their business and enhance their client relationships.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Reconciliation as a Service
With the right team, your firm can leverage technological innovation, operational expertise and extensive connectivity with reconciliation as a service.
Modernizing the Trust Company Client Experience
Exploring new solutions to accelerate digital transformation
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.
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?
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.
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 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.
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.
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.
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.
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 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.
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?
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.
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 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: 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: 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.
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.
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.
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.
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.
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.
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.
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
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.
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.
Unlocking Embedded Analytics Through Financial Risk APIs
Incorporating Financial Risk APIs into risk management to cope with increasing regulatory and business demands.
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.
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.
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.
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.
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 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 NeuroLab
The SS&C NeuroLab combines innovative technology and neuroscience to improve training programs through optimized engagement and retention.
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 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 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.
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.
Registered Fund Services
Explore SS&C's Registered and Private Fund Services: innovative technology, dedicated support, and flexible solutions for your fund needs.
Portfolio Management & Trading Solutions
SS&C ALPS Advisors offers you our deep knowledge and expertise within Portfolio Management and Trading across many product types.
Pacer
The multi-currency portfolio accounting solution of choice for investment managers of diversified global assets.
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.
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.
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.
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.
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.
