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SS&C Investor Services

How you engage, support and service your investors is more important today than ever. SS&C is modernizing how information is made accessible to investors through a single web portal across managers.

Improve Investor Transparency


From investor onboarding to reporting, investors remain up to speed on the most complex investments, receive increased transparency and have all regulatory requirements met.

ovw-fin-tablet-chart
700
Investor Services Professionals Worldwide
11000
+
Funds Supported Across Various Structures and Jurisdictions
300000
+
Investors Supported Across Various Fund Complexes
250000
+
Capital Activity Transactions and Investor Static Data Amendments Processed Annually
600000
+
LP Portal Users Supported

Deliver an Optimal Experience to Your Investors

 

Increase Efficiency

Real-time processing and automated messaging creates operational efficiencies and increases investor satisfaction. Digital workers complete repetitive tasks to allow staff to focus on more complex items.

 

Reduce Operational Risk

Integrated systems, coupled with a robust control environment, mitigate errors and ensure tasks are completed in a timely manner.

 

Support Whenever, Wherever

Our global footprint, with expertise and local support in a variety of jurisdictions, makes us the perfect partner for your business.

What We Can Do For You

Investor Communications

Transform the way you share fund data. InvestorVision is changing the way fund managers communicate, making it quick and easy to share fund data with your LPs. InvestorVision modernizes investor communication and fund reporting to help GPs to go beyond reporting obligations and be more transparent and responsive.

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Transaction Document Processing and Workflow

An end-to-end processing platform that automates the delivery, completion, submission and tracking of all investor transactions, starting with initial onboarding.

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Anti-Money Laundering Services

Dedicated AML team to implement and monitor AML policies and procedures across various legal jurisdictions. AML controls are embedded within the investor workflow tool to ensure a consistent review is applied.

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Investor Services Resources

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Brochure

2024 Regulatory Changes in the Cayman Islands and the United States

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Download our industry update to better understand the evolving regulatory landscape of the Funds industry in the Cayman Islands and United States.

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Brochure

Improve Investor Transparency

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SS&C is modernizing how information is made accessible to investors through a single web portal across managers.

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Whitepaper

Driving Efficiency in Investor Onboarding

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This investor services whitepaper examines how a digital solution can improve the investor’s onboarding experience, and confidence in the manager.

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Brochure

Customer Due Diligence in the Abu Dhabi Global Market

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Stay compliant with ADGM’s latest Financial Crime regulations. Download this update to learn about AML, sanctions and due diligence requirements in the UAE.

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