SS&C Technologies Inc.

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Some 11,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.

Company Resources

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Developing Operational Models for Wealth Managers

13th November 2015

Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth
CRM and the RIA: Unlocking the Full Value

23rd October 2015

Wealth managers and advisory firms that use a CRM system often consider it their core technology and a strategic advantage —especially when it is integrated with the portfolio management system.
Managing Risk in a New World: Best Practices for Hedge Funds

23rd October 2015

This white paper looks at five major hurdles to risk management and suggests a best practices IT framework that can help hedge funds manage risk more effectively in this new environment.
Hitting the Technology Roadblock

23rd October 2015

This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile and cloud present enormous opportunities for efficiency and an enhanced client experience.
SEC Exam Survival Guide

13th October 2015

Prepare in 12 Steps The SEC can conduct an exam of a registered investment adviser at any time, for any reason, announced or unannounced. But are you prepared? Compliance deficiencies can result in fines or other action, and can even land a firm on the SEC’s watch list for greater scrutiny. Written in conjunction with leading SEC compliance...
Hitting the Technology Roadblock

13th October 2015

This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile and cloud present enormous opportunities for efficiency and an enhanced client experience.
Managing Risk in a New World

13th October 2015

This white paper looks at five major hurdles to risk management and suggests a best practices IT framework that can help hedge funds manage risk more effectively in this new environment.
Top Four Reasons Asset Managers Consider Outsourcing Middle Office Process

17th September 2015

While its infrastructure sibling, the back office, has been quicker to adopt the outsource model (especially among alternative investments), the middle office is just now focusing more and more on this alternative. Why the delay?
Recon

31st July 2015

Recon is a scalable, enterprise-wide reconciliation solution for investment managers, hedge funds, insurance companies, banks and other financial institutions.
SS&C + Advent FactSheet

31st July 2015

SS&C + Advent FactSheet