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London Office

1 St Martin’s Le Grand
London
GB

Surbiton London Office

DST House St Mark's Hill
Surbiton
GB

South Africa Office

DST House 12 Sherborne Road Parktown 2193
Johannesburg
ZA

Hong Kong Office

25/F, The Centrium 60 Wyndham Street Central
Hong Kong
HK

Sydney Office

15 Castlereagh Street Level 15
Sydney
AU

Singapore Office

96 Robinson Road #11-01/02 SIF Building
Singapore
SG

Bangkok Office

7th Floor, RSU Tower 571 Sukhumvit Road, North Klongton, Wattana
Bangkok
TH

SS&C Technologies, Inc. - Windsor, CT, USA Head Office

80 Lamberton Road
Windsor
CT
US

New York, NY Office

1114 Avenue of the Americas 33rd Floor
New York
NY
US

Sweden, Stockholm Office

Birger Jarlsgatan 8
Stockholm
SE

Norway, Oslo Office

Akersgata 20
Oslo
NO

Copenhagen Office

Bredgade 23B 3.sal 1260 Kobenhavn K
Copenhagen
DK

Greece, Athens Office

Plateia Agion Theodoron 6
Athens
GR

San Francisco, CA Office

600 Townsend Street
San Francisco
CA
US

SS&C GlobeOp - London Head Office

1 St. Martin's Le Grand
London
GB

Shanghai Office

Unit 111, F/15, Hang Seng Bank Tower No.1000 Lujiazui Ring Road, Pudong
Shanghai
CN

Hong Kong Office

Suite 706 - 7, Central Plaza 18 Harbour Road
Wan Chai
HK

United Arab Emirates, Dubai Office

412, Level 4 Gate Village 10, DIFC PO Box 506643 Dubai
Dubai
AE

Beijing Office

8 floor of Guohua Investment Plaza 3 Dongzhimen South Avenue
Beijing
CN

Bloomington, MN Office

7803 Glenroy Road
Bloomington
MN
US

Boston, MA Office

50 Milk Street
Boston
MA
US

Brewster, NY Office

1441 Route 22
Brewster
NY
US

Chicago, IL Office

33 West Monroe
Chicago
IL
US

Cranford, NJ Office

11 Commerce Drive
Cranford
NJ
US

Denver, CO Office

5990 Greenwood Plaza Boulevard
Greenwood Village
CO
US

Irving, TX Office

1212 Corporate Drive Suite 450
Irving
TX
US

SS&C Technologies, Inc. - Kaysville, UT, USA Office

855 West 300 North
Kaysville
UT
US

New York, NY Office

4 Times Square
New York
NY
US

New York, NY Office

40 Wall Street
New York
NY
US

Orlando, FL Office

7362 Futures Drive
Orlando
FL
US

Parsippany, NJ Office

2001 Route 46 East, Suite 502
Parsippany
NJ
US

Skillman, NJ Office

23 Orchard Road
Skillman
NJ
US

Yorktown Heights, NY Office

1565 Front Street
Yorktown Heights
NY
US

SS&C Technologies, Inc. - Kaysville, UT, USA Office

860 West 300 North
Kaysville
UT
US

Harrison, NY Office

1 South Road
Harrison
NY
US

Dublin Office

La Touche House Custom House Dock
Dublin
IE

Grand Cayman Office

45 Market Street Suite 3205, 2nd Floor Gardenia Court
Camana Bay
Grand Cayman
KY

Hong Kong - Regional Headquarter Office

Suite 1004, Central Plaza 18 Harbour Road
Wan Chai
HK

Kuala Lumpur Office

Menara 2 Faber Towers,Suite 1108 11th Floor Jalan Desa Bahagia
kuala Lumpur
MY

Montreal Office

1800 McGill College Avenue Suite 2810
Montreal
CA

Mumbai Office

5th Floor, Building 16 Interface, New Link Road
Mumbai
IN

Singapore Office

39 Robinson Road #18-02 Robinson Point
Singapore
SG

SS&C Technologies Inc. - Sydney Office

15 Castlereagh Street Level 15
Sydney
AU

SS&C Technologies, Inc. - Tokyo Office

Hibiya Central Building 14th Floor 1-2-9 Nishi Shimbashi
Minato-Ku
JP

Toronto Office

508 Riverbend Drive, Suite 303
Kitchener
Ontario
CA

Toronto Office

5255 Orbitor Drive
Mississauga
Ontario
CA

Luxembourg Office

2 Rue Jean Monnet
Luxembourg
LU

Melbourne Office

L4, 549 St Kilda Road
Melbourne
AU

Singapore Office

27th Floor Prudential Tower 30 Cecil Street
Singapore
SG

SS&C Technologies Office

Level 40 264 George Street
Syndey
AU

Singapore Office

1 Changi Business Park Central 1 #02-110/111 [email protected] City
Singapore
SG

SS&C Technologies - Hong Kong Office

The Entertainment Building 31st Floor Suite 3118-20 Queens Rd
Central
HK

Amsterdam Office

Naritaweg 215
Amsterdam
NL

Burlington, MA Office

3 Burlington Woods Drive
Burlington
MA
US

Evansville, IN Office

110 North Fulton Avenue
Evansville
IN
US

Jacksonville, FL Office

9000 Southside Boulevard Building 400, Suite 300
Jacksonville
FL
US

Los Angeles, CA Office

1875 Century Park East, 4th floor
Los Angeles
CA
US

New Rochelle, NY Office

145 Huguenot St
New Rochelle
NY
US

Sandy Hook, CT Office

75 Glen Road
Sandy Hook
CT
US

Athens Office

107 Kifisias Ave & Panormou
Athens
GR

Bermuda Office

P.O. Box HM 3348 12 Church Street and 30 Queen Street
Hamilton
BM

Calgary Office

7370 Sierra Morena Boulevard SW
Calgary
CA

Copenhagen Office

Østergade 3-5
Copenhagen
GR

Copenhagen Office

Østergade 3-5
Copenhagen
GR

Dubai Office

412 Level 4 Gate Village 10, DIFC
Dubai
AE

Hong Kong Office

31st Floor Suite 3118-20 Queens Rd
Central Hong Kong
HK

Jakarta Office

Sampoerna Strategic Square South Tower, 18th Floor Jl. Jend. Sudirman kav 45-46
Jakarta
ID

London Office

127-133 Charing Cross Road
London
GB

Mumbai Office

Unit 2, 2nd Floor Office Level, Building 3 Mindspace, Thane Belapur Road, Airoli
Navi Mumbai
IN

Mumbai Office

Units 2 & 3, 4th Floor Office Level, Bldg 5 & 6 Mindspace, Thane Belapur Road, Airoli
Navi Mumbai
IN

Oslo Office

Kristian Augusts gate 12
Oslo
NO

Stockholm Office

Kungsgatan 57 A
Stockholm
SE

Toronto Office

330 Bay Street
Toronto
ON
CA

SS&C Technologies, Inc. - Toronto Office

161 Bay Street
Toronto
ON
CA

Mumbai Office

8th Floor, Building 11 Interface, New Link Road
Mumbai
IN

Zurich Office

Bahnhofstrasse 100
Zurich
CH

Dublin, OH Office

5200 Upper Metro Place 3rd Floor
Dublin
OH
US

Edina, MN Office

3601 West 76th Street, Suite 450
Edina
MN
US

Glen Allen, VA Office

4860 Cox Road, Suite 200
Glen Allen
VA
US

McLean, VA Office

8401 Greensboro Drive
McLean
VA
US

Salt Lake City, UT Office

310 East 500 South
Salt Lake City
UT
US

Salt Lake City, UT Office

5 South 500 West
Salt Lake City
UT
US

Salt Lake City, UT Office

50 West Broadway
Salt Lake City
UT
US

Bermuda Office

5 Reid Street
Hamilton
BM

Bracknell Office

Downshire Way
Bracknell
GB

Guernsey Office

Tudor House Le Bordage
St. Peter Port
Channel Islands
GG

Gurgaon Office

Private Limited Plot No. 187 Udyog Vihar, Phase 1
Gurgaon
Haryana
IN

Jersey Office

The Le Gallais Building - 2nd Floor 54 Bath Street
St. Helier
Channel Islands
JE

Johannesburg Office

12 Sherborne Road
Parktown
Johannesburg
ZA

Karachi Office

Plot No. 38-E-1, 39-E-1, & 39-F-1 Block 6
Karachi
PK

Melbourne Office

Level 4 549 St. Kilda Road
Melbourne
AU

Surbiton Office

DST House St Mark's Hill
Surbiton
Surrey
GB

Telephone

860-298-4653

Contact

Lese Amato
[email protected]
Back to all SS&C announcements

Asset managers reveal gap between client reporting value and practice in latest SS&C survey

SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, today released a study that reveals a client reporting climate with high expectations, yet outdated tools and strategies that do not meet modern business needs.

The results found that 100 percent of respondents agreed that client reporting is important, and the majority (75.5 percent) stressed that it was 'extremely important' to their firms' acquisition and retention strategy. Despite the impact of reporting's role on the business, the study also revealed that creating reports is primarily achieved via manual processes (31 percent), as opposed to a developed in-house system (28 percent), a vendor system (26 percent), line of business system (7 percent) or outsourcing to a third party (8 percent). The research was conducted by polling attendees of The Summit for Asset Management conferences held in New York and London.

"The survey results confirm that in this age of increased client demand for investment transparency and context, client communications have emerged as a critical function for investment management firms," said Christy Bremner, Senior Vice President, SS&C Institutional and Investment Management. "Despite this reality, many firms still follow a mostly manual process that results in outputs that aren't personalized to individual needs. Firms need to equip their advisors and customers with intelligent investment information to maintain and retain their client base."

When asked to rank communication objectives, survey respondents revealed that modernizing reporting is centered around client needs. Enabling faster response to ad hoc client requests, improving the quality of online and mobile communications, and meeting client expectations for more customized communications were the top three objectives ranked by importance. With client experiences shaped by daily interactions with digital platforms like Amazon, Facebook and Netflix, the old model of printed quarterly reports sent through the mail is not dynamic enough to meet the needs of today's digitally-native investors.

"Adox Research's upcoming 8x8 Survey on Client Communications starts from the reality that static quarterly reports are becoming obsolete, and more clients now prefer to access information through online portals that give them more flexibility and control," said Gert Raeves, Research Director at Adox Research. "Client communications that are built around a high-quality user experience are rapidly becoming the best-practice standard. Asset managers must focus on customer experience as well as UI if they want to provide a new generation of tech-savvy investors with more responsive, customizable, and dynamic reporting options."

As legacy systems and spreadsheet-based reporting models become outdated, new technological capabilities are emerging to support firms in their efforts to scale and grow. Investment firms are taking notice. The majority (85.5 percent) of those polled is already investing in client reporting solutions or has plans to invest within the next six to 12 months.

To learn more about choosing the right technology to modernize your client communications, download our whitepaper at www.ssctech.com.

Methodology 
The survey was conducted among attendees at The Summit for Asset Management conferences held in New York and London. Results are based on a four-multiple-choice question poll of approximately 100 senior-level asset managers. Full survey results can be found here.