SS&C PORTIA Joins with SS&C Zoologic Learning Solutions to Offer Web-Based Training to Clients

Windsor, CT - 19 August 2013

SS&C PORTIA Enhances its Service Offering with Convenient Training Options

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, is pleased to announce that SS&C PORTIA and SS&C Zoologic Learning Solutions have teamed up to provide web-based, on-demand training courses to SS&C PORTIA’s diverse and global client base.

SS&C PORTIA is utilizing SS&C training capabilities to expand its current curriculum to provide clients with new course delivery options. In addition, SS&C PORTIA clients have access to expanded content so staff can be trained on topics ranging from broad financial market knowledge and management skills to introductory and advanced courses on SS&C PORTIA features and functionality.

“SS&C Zoologic provides the tools and content for financial services firms to meet all of their training needs,” said Bill Stone, Chairman and CEO of SS&C Technologies. “By offering SS&C PORTIA training on this platform, clients can get the training they need, anytime, anywhere in the most cost-effective manner possible.”

“This is a great example of how SS&C PORTIA is leveraging SS&C’s capabilities to better serve our clients,” said Christy Bremner, Senior Vice President and General Manager, SS&C PORTIA. “Having access to world-class expertise and resources makes it easy to provide clients with education in the format that works best for their organization.”

SS&C PORTIA provides a broad set of middle-to-back office capabilities to allow investment managers to track and manage the day-to-day activity in investment portfolios to support global accounting requirements. Offered on a deployed and hosted basis, the solution supports a wide range of functions including corporate action processing, internal reporting, client reporting, regulatory reporting, performance measurement and attribution and post-trade compliance.

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