SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced the latest enhancements to its Global Wealth Platform (GWP) - the next generation cloud-based investment management solution.
The latest upgrades reflect direct input from SS&C’s network of clients and include significant enhancements for dynamic investment policy statement (IPS) management. By aligning market conditions and client investment strategies, advisors are provided unparalleled graphical insight into the client’s household condition.
“Our clients have been at the forefront of driving the direction of SS&C’s product development, making sure that we are delivering the enhancements they need and expect from a world class technology provider,” said Eric Rocks, Managing Director, SS&C Technologies. “The upgrades in this release enable our customers to monitor and review taxable and non-taxable accounts quickly to spot potential issues or opportunities. This functionality is critical to help our customers stay on top of their clients’ portfolios and make more informed investment decisions, while delivering high client service levels.”
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