Resources

With a unified platform offering real-time insights, intelligent automation and global reach, we help asset managers stay ahead of investor expectations.

Read More

Learn more about the challenges of compliance and reporting with regulatory changes and portfolio complexity in NAIC statutory reporting.

Listen Now

Investment Funds domiciled outside the US may have US tax reporting requirements if they have US investors or do business in the US. Are you ready?

Read More

Automate Ginnie Mae reporting with SS&C’s Precision LM. Save time, reduce errors and scale your portfolio with expert guidance.

View Now

Grow your insurance portfolio with SS&C's Singularity platform. Enhance accounting, reporting and analytics with cost-effective, scalable solutions.

View Now

Streamline insurance investment operations with SS&C's powerful solutions. Boost efficiency, manage risk and ensure compliance. Download our brochure today.

Read More

Learn how outsourcing AEOI compliance eases the burden on responsible officers and internal compliance teams while reducing the risk of non-compliance.

Watch Now

Discover SS&C's private markets solutions for streamlined operations, tailored tech and expert support. Download our brochure to boost your fund's success.

Read More

Transform your bank with SS&C’s fintech solutions. Enhance efficiency, manage risk, cut costs and drive growth. Download our brochure to learn more.

Read More

Pursuit of greater alpha and well-diversified asset allocation in institutional and retail asset management ushers in a new era of investment opportunities.

Read More

Speed up onboarding new investment portfolios with a standardized, scalable process. Use this checklist to ensure timely, accurate onboarding for insurers.

Read More

Outsource statutory reporting to SS&C for compliance and efficiency. We offer statement preparation, quality control reviews, RBC analysis, and more.

Read More

Prepare for the 2025 Principles-Based Bond Definition transition, bond classification changes and new data points for a smooth and compliant transition.

Read More

Learn about SS&C Singularity, our cloud-based insurance investment accounting technology backed by SS&C insurance experts.

View Now

Independent Asset Managers: Win a larger share of insurance asset allocation mandates with value-added accounting and regulatory reporting services.

Read More

Market factors leading to default risk and six business considerations for insurers to minimize risk in today’s market.

Read More

SS&C services and solutions span the entire fund lifecycle and our real estate industry experts give you a competitive advantage.

Read More

The annual NAIC filing deadline is coming up quickly for insurance investors. In this podcast, learn tips for a smooth filing process.

Listen Now

Explore trends gaining attention from institutional investors and how to meet operational and accounting challenges that can arise with diversification.

Read More

Learn why CECL is important for insurance investors and how treating it as more than an accounting "check the box" exercise can support success.

Listen Now

Selecting an investment accounting provider is one of the most important decisions for an insurance company. Make sure your vendor meets these 5 criteria.

View Now

The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.

View Now

Learn how one insurance investment team is solving operational, accounting and reporting challenges using a more automated integrated solution.

Read More

Regulated Investment Companies have complex tax requirements that exhaust time and resources. Eliminate the strain of tax reporting and compliance.

Read More

Learn about practical applications and use-cases for harnessing the power of AI-driven technologies to increase scale and protect yield.

Watch Now

Insurance investment accounting teams look to SS&C for advanced technology experience and service excellence. Learn why.

Read More

Discover 10 ways AI-driven technology helps insurance investment accounting teams to increase yield and overcome operational challenges.

Read More

Thanks to a difficult confluence of factors, CRE as an asset class is facing challenges. Learn about the more well-known factors causing the struggle.

View Now

Listen as Stewart Foley of InsuranceAUM.com discusses with SS&C how technology can improve investment operations.

Listen Now

Insurers often use short term pools to meet mandates around uninvested cash. Learn how technology can help you optimize returns and simplify processes.

Read More

Today’s market lacks technology driven tax insights. Manage tax exposure, and maximize returns, while meeting investor requirements and fiduciary duty.

View Now

Five Key Criteria for a Technology Solution and improving investment performance while reducing tax liability.

Read More

Read this FTF News Q&A with SS&C insurance investment accounting leaders to learn about optimizing portfolios amid major industry shifts.

Read More

Written from insurance investment accounting experts' point of view, this paper discusses potential investing strategies in the wake of high interest rates.

Read More

An insurance investment accounting partner should provide a strong SOC1 control environment, custodial data sourced by automation, and much more.

Read More

Strategic acquirers in asset management must navigate the challenges of large scale transition. Read this report to prepare for success.

Read More

Realizing the benefits of an asset management acquisition can be difficult. These 10 considerations can help speed integration in large-scale M&A.

Read More

Join Algorithmics to learn how active risk can be budgeted, practical ways to overcome the data, analytical and other challenges that commonly arise.

Watch Now

Reduce costs, lower risk, and streamline solution upgrades by letting SS&C handle the functional testing for you. Download this brochure to learn more.

Read More

Optimize and protect investment returns through a "front-to-back" solution that brings both modern technology and deep domain expertise.

Watch Now

Insurance investment leaders face daunting challenges such as low yield, regulatory changes and operational complexity. Explore a path forward with SS&C.

Watch Now

Pension management is a risky business and it is important to understand the key risks to manage pension plans well.

Watch Now

Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.

Read More

Learn how interest rate hikes in 2022 may impact insurance and alternative investment strategies and portfolios.

Watch Now

Hear from industry experts who will provide an update on financial regulatory issues addressed at the 2021 NAIC Fall National Meeting.

Watch Now

Deploy RESTful APIs alongside existing HiPortfolio environments, and provide secure simplified access to hundreds of HiPortfolio functions.

Read More

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.

Read More

SS&C Singularity, built with AI, RPA and machine learning helps ease the complexity of managing portfolios, accounting and regulatory requirements.

Read More

Insurance investment managers: Learn how to navigate the unique accounting & regulatory challenges that come with ESG investing.

Read More

SS&C has developed a suite of technology and services, backed by years of industry experience, to service insurance investment operations.

Read More

Read about how choosing the right platforms and operations can help you future-proof your business in the face of trends.

Read More

Evidence that alternatives and insurers are converging. Data-driven analysis around its impact. Read the report.

Read More

Discover how our Global Wealth Platform can help resolve common wealth management challenges, help attract new client assets and improve efficiency.

View Now

Many fintech firms may be looking to replace legacy IT in favor of next-gen technology. Find out what Celent had to say about current options.

Read More

Wealth managers are adopting digital tools and technologies that help them service their clients and provide ways to strengthen relationships.

Read More

Do your London Interbank Offering Rate (LIBOR) transition plans cover required changes across your organization? Find out what key areas to prioritize.

View Now

Get reading for LIBOR and discover resources on ARRC and LSTA and overview from our LIBOR Transition and the New Normal webinar.

Read More

The GAMMA digital library includes 300+ hours of financial markets courses across an extensive range of topics. Explore the content within the library.

Read More

Manage loans/traditional investments on a single platform including better risk management, reporting flexibility, and regulatory change management.

Watch Now

Discover the first smart investment operations and accounting platform with embedded AI and machine learning.

Watch Now

See how SS&C's hosted solutions help Rothschild Asset Management obtain scalability and security, allowing them to focus on core competencies.

Watch Now

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.

Watch Now

A secure web-based US tax preparation and hypothetical tax analytics solution. Know the tax impact of your trading before it’s too late.

Watch Now

With embedded AI and machine learning, investment operations accounting will never be the same.

Watch Now

Listen in as our client describes the benefits of leveraging SS&C expertise and tools, such as Evare, to help scale their business.

Watch Now

In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association

Watch Now

Insurance companies and alternative investment managers are continuing to converge in the pursuit of higher yields.

Watch Now

Learn from a cross-section of industry experts as they share their ideas and work tackling some of the most challenging LIBOR questions.

Watch Now

Explore the implications of convergence between insurance and alternatives brought on by the persistent low yield environment.

Listen Now

HiPortfolio is available with the product enhancement catering for Thai Fixed Interest & Discount Securities with Time to Maturity fewer than 90 Days.

Read More

The Super IDX functionality provides an easy-to-use, flexible data transformation capability to support the import and export of data in different formats.

Read More

SS&C has demystified the operations and management of UMAs so you can deliver these very flexible structures throughout your product suite.

Read More

Schedule BA assets are tough to account for. Learn how to streamline tracking, collection, accounting and reporting processes for partnership investments.

Read More

Discover an AI-driven investment accounting platform that modernizes treasury and capital market trade processing and settlement operations.

Read More

Discover a functionality rich Foreign Exchange system to serve the needs of client portal/front office, middle-office and back-office users.

Read More

Discover a modern investment accounting platform for insurers. Advanced middle and back office capabilities translate into savings and higher yield.

Read More

SS&C SmartSource delivers an integrated suite of investment analytics, operations and accounting services through its Singularity cloud-based platform.

Read More

Setting up, accounting for and reporting on bank loan activity has never been easier or more efficient.

Read More

Having a partner with specialized knowledge in investment accounting, reporting and compliance enables insurers to free up staff for higher-value tasks.

Read More

Intelligent outsourcing solutions for middle and back-office services powered by today’s most advanced investment operations and accounting technology.

Read More

Streamline your STAT reporting process, continuously audit your data, ensure proper set up, and easily produce reports with this new module.

Read More

The leader in insurance investment operations, SS&C delivers accounting, loan operations, client reporting and risk, performance and financial analysis.

Read More

A cloud-based solution for limited partnership accounting with full support of accounting methodologies that can be set uniquely by basis.

Read More

Superior portfolio management, investment accounting, and reporting for financial services firms which complies with legislation

Read More

The multi-currency portfolio accounting solution of choice for investment managers of diversified global assets.

Read More

A flexible way to retrieve pricing for accurate asset valuation and to support reporting on a customized basis to meet individual client requirements.

Read More

Learn how MAXIMIS is the most comprehensive insurance company investment accounting solution on a single platform.

Read More

Fully automated US tax preparation and hypothetical US tax solution. Mitigate risk through the removal of manual processes.

Read More

Streamlined, automated, flexible end-to-end unit pricing allowing for calculation of accurate prices on a scalable basis

Read More

Position your firm for growth with a comprehensive front-to-back office solution that automates key business activities and reduces operation risk.

Read More

The GAMMA library offers hundreds of online courses accredited with NASBA for CPE Credits. Explore all eligible courses by downloading the course catalog.

Read More

The GAMMA library offers online education programs approved with various accrediting bodies for hundreds of Continuing Professional Education credits.

Read More

Learning online is ideal for busy professionals. GAMMA is a digital library of hundreds of courses optimized for professional education.

Read More

Mitigate risk through the removal of manual processes with a fully automated US tax preparation and hypothetical US tax solution.

Read More

A fully managed service providing access to the SWIFT Network allowing you to send or receive SWIFT messages to your counterparties.

Read More

A full-service data delivery management solution that handles all data gathering, data management and connectivity needs.

Read More

A modular, scalable middle and back office solution for processing, accounting for, valuing and reporting on OTC derivatives and issued debt.

Read More

Automation of Corporate Actions in HiPortfolio improves processing efficiencies, allows controls over post event changes and reduces operational risk,

Read More