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SS&C Evare Integrates with Schwab PortfolioCenter

As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data 

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced that Evare has integrated with Schwab PortfolioCenter. The integration enables advisors using Schwab PortfolioCenter to easily collect data from accounts held at numerous custodians and automatically input this information into their clients' accounts in PortfolioCenter.  As a result, advisors are able to realize efficiency gains, improve data integrity and provide greater transparency to their clients. Also announced today, SS&C Technologies is a participating vendor in Schwab OpenView MarketSquare™.

SS&C Evare can be found listed in the Schwab OpenView Market Square™ which provides technology ratings and reviews, exclusively by and for advisors who custody with Schwab Advisor Services™. Please visit this resource online to see what advisors say about SS&C Evare.

As client portfolios have become diversified, spanning across asset classes and geographies, advisors have struggled to establish data feeds from held away accounts at various custodians. In the process of collecting client data, many advisors have seen operating costs and exposure to operational risk increase. By utilizing Evare's powerful data aggregation capabilities to feed Schwab PortfolioCenter with quality data, advisors can lower operational costs and risk while shifting their resources from reconciling data to making smarter investment decisions.

Evare's propriety method of aggregating account information streams high quality, non-standard data securely to technology platforms like Schwab's PortfolioCenter. The encrypted solution offers better protection and more granular data than traditional screen scraping methods. As a managed service, the solution does not require software or hardware installation and can quickly facilitate the growth of new assets under management.

"Customers using Evare to aggregate clients' held away account data are able to get a holistic understanding of their holdings and make better informed investment decisions on their behalf," said Christy Bremner, Senior Vice President, Institutional and Investment Management, SS&C Technologies. "Time spent collecting and reconciling data can now be used to improve our client relationships and scale their businesses."

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 10,000 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.

Schwab OpenView MarketSquare™ is an online resource that provides product information along with submitted ratings and reviews of technology. Advisors rate products for qualities such as service, value, and features and functionality, plus have the opportunity to give specific feedback on their experiences with products. This resource is exclusively for advisors who custody with Schwab Advisor Services™ and is available on the Schwab Intelligent Technologies™ website.