Wealth Advisory Firm Will Leverage Global Wealth Platform to Support Its Growth and Client Service Objectives
SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced that Pembroke Management Ltd. has selected SS&C's Global Wealth Platform (GWP). The wealth advisory firm will benefit from industry-leading portfolio accounting, management and reporting capabilities, enhancing its ability to deliver high-end service to its clients.
Pembroke wanted to improve its operational efficiency, achieve industry best practices and increase client service levels. The firm has grown rapidly, and needed a scalable system to meet its future needs as well as current requirements. After looking at several vendors, the firm decided to replace its previous system with SS&C's wealth management solution.
"SS&C's web-based technology, superior client service and comprehensive offering made selecting GWP a clear choice," said Ian Aitken, CFA, Managing Partner Pembroke Management Ltd. "We are confident that SS&C will be an excellent long term partner as we pursue excellence in all aspects of our business."
"We are pleased Pembroke has chosen SS&C as its technology partner to support them in their next phase of growth," said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. "Having a boutique manager of Pembroke's caliber select SS&C's solution for its wealth managers reflects our reputation as a tried and trusted provider to this market segment. We look forward to helping Pembroke meet its future objectives."