麻豆AV

Embrace the
New Era

In the fast-paced world of wealth management, service differentiation and value are the foundations for success.

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3000 +

Wealth management firms worldwide rely on SS&C

$ 3 T+

Private wealth AUM run on SS&C platforms

17 +

Million investor accounts

The Shift to Digitization Makes Way for Profitable Growth

Digital-First Advisor and Investor Client Experience

The ability to source from a broad range of digital services, from onboarding to reporting, is at the forefront of differentiation in the wealth marketplace.

Optimize Profitability

Leverage SS&C鈥檚 solutions to significantly reduce costs and enhance operational efficiency for a stronger bottom line.

Deepen Client Engagement

Our tools empower richer client interactions, demonstrating the tangible value of your services in their financial life.

SS&C Wealth
Management Services

Investor and Advisor Solutions

ESG Reporting

Provides accurate and detailed ESG rating data and performance metrics, which is a game-changer in helping explain to investors the impact of sustainable investing and ESG exposures.

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Client Relationship Management (CRM)

Platforms that support proactive client servicing, personalized advice and account growth.

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Advisor-Controlled Platform

Empowers advice firms with enhanced control, from managing client interactions to deciding their remuneration.

Cloud-Hosted Registry Solution

For wealth managers, retirement providers and fund platforms to simplify and modernize operations.

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Foreign Exchange (FX), Margin Trading and Risk Management

Strategic solutions in trading, leveraging advanced algorithms to monitor margin requirements, optimize positions and safeguard against market volatility.

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Portfolio Personalization at Scale

Robust portfolio modeling, construction, SMA, UMA and rebalancing capabilities.

Financial Planning

Incorporates AI-driven technology to streamline activities by automatically generating recommendations and suitability reports.

Comprehensive Risk and Performance Analytics

Provide investment professionals with the full suite of performance and risk analysis at their fingertips.

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Wealth Management Resources

Learn more about how SS&C can help you stay ahead of the competition.

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White Paper

The Future of the Advisor

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Report
Tech to Manage the Investment Proposition
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Infographic
Solving Complex Needs to Drive Asset Growth
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Video
Global Wealth Platform (GWP) Overview
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