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Algo Credit Regulatory Capital for Banks – Beyond Compliance
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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.
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.
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.
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.
SS&C Retail Alternatives Transfer Agency Solutions
Discover how SS&C Transfer Agency Solutions streamline operations, improve compliance and enhance distribution for alternative investments.
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.
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.
Registered Fund Services: Tax Administration
Streamline tax compliance for registered funds with SS&C's tailored solutions. Ensure accuracy, efficiency and adherence to regulations.
Registered Fund Services: Fund Administration
Simplify fund management with SS&C’s scalable, compliance-driven administration solutions. Optimize performance and accelerate growth.
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.
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.
SS&C Analytics Reporting Service
Discover SS&C Analytics Reporting Service for on-demand performance measurements, streamlined data management and enhanced decision-making.
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.
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.
SS&C Property Management - Facilities Maintenance
Optimize property maintenance and occupant satisfaction with SS&C's all-in-one facilities management solution.
Efficient Local Government Investment Pool Management
SS&C Transfer Agency Services for efficient Local Government Investment Pool management ensure compliance, accuracy and tailored solutions.
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.
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.
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.
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.
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.
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!
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.
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!
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.
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.
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.
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.
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.
Copay Assistance
Copay assistance processing with private data centers, systems, secure private cloud; rapid development and implementation as primary or redundant partner
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.
Multi-Manager Platforms
Today multi-manager platforms face unique challenges which require specialized fund and tax accounting expertise.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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 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.
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.
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.
Official IBOR
Firms struggle with investment operation issues like data fragmentation, operational inefficiency, compliance challenges and real-time insights.
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.
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.
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
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.
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.
Streamline Infrastructure Fund Administration
Simplify infrastructure fund administration easily: unique investor setups, complex assets, and diverse currencies managed efficiently.
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.
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.
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
Clinical Repository
Analyze enrich and abstract relevant information for HEDIS rate determination; ensure data accuracy, facilitate compliance and streamline HEDIS reporting.
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.
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.
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.
Simplifying the Complex
SS&C loan services, providing loan administration, processing, closing, reporting and compliance for better transparency, scale and operational control.
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
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.
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
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 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
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.
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.
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.
SS&C ALTSERVE
SS&C ALTSERVE simplifies broker-dealer processing for alternatives through automation and transparency, driving efficiency and strengthening controls.
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
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
DBC Finance
DBC Finance is the industry standard for municipal finance structuring and reporting, used by underwriters, financial advisors and bond issuers.
SS&C Algorithmics HiPER Risk Engine
High performance next generation risk management simulation engine for XVA Sensitivities, Counterparty Credit Risk and Insurance.
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.
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.
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.
eConsent Notification and Solicitation Solution
Learn how to ease compliance with regulatory requirements, control costs and boost your eConsent adoption rates.
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.
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
Optimize the UGMA/UTMA Custodian Termination Process
Strengthen response to business disruption and maintain member service-levels during unexpected healthcare events.
ACG GeoHealth
New GeoHealth capabilities with the ACG® System. Utilize geographically relevant SDoH within your organization’s population health strategy
SS&C Consulting Packages
Consulting packages to support your distribution strategy. Helping asset managers prepare for the future of distribution.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
ESG Data & Modelling
Learn how our latest enhancements are helping wealth managers incorporate ESG into their investment strategies.
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.
Uncleared Margin Rules (UMR)
The next phase of Uncleared Margin Rules (UMR), which the industry is unofficially calling “Phase 7”, goes live soon
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.
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.
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.
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.
Defining a Successful CECL Implementation
Transform CECL compliance into CECL success with the only solution that holistically addresses the end-to-end reserving process.
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.
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.
On-Demand Webinars
Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.
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.
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.
Digital Operations for Superannuation Funds
SS&C’s Digital Operations model for superfunds leverages unmatched automation to deliver better member outcomes
Our Digital Operations model for super funds is built on a highly automated business processing administration platform leveraging industry best practices.
AMISYS Advance Medical Claims Platform
Scalable medical claims processing, includes benefit design/mgmt, enrollment, authorizations, COB, correspondence, provider contract mgmt, capitation
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?
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.
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.
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).
Reconciliation as a Service
With the right team, your firm can leverage technological innovation, operational expertise and extensive connectivity with reconciliation as a service.
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.
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.
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.
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.
SS&C Solutions for the Insurance Industry
SS&C has developed a suite of technology and services, backed by years of industry experience, to service insurance investment operations.
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.
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
Applications based on Broda Sobol Generators converge in orders of magnitude faster without loss of accuracy than the commonly used Monte Carlo methods.
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.
