Streamline Processes
and Manage Operations
Does it make sense to maintain middle-office activity in-house? Does it add value to your business? Do you have the right technology to automate and streamline processes? If the answer is “no,” consider delegating some or all of your middle office operations to SS&C. Gain agility and scalability while reducing your operational overhead.
Middle Office Solutions from SS&C
Our experts can take on any or all of your middle-office operations so you can focus on more strategic activity that drives growth. And unlike other providers, we won’t make you fit into a standardized operating model. We can customize our capabilities across a broad spectrum of services to your requirements.
Hosting Services
Take advantage of the full functionality of our technology solutions without adding to your internal infrastructure or IT requirements. Our dedicated, experienced team will manage your technical environment and batch processing, freeing you to focus on your business.
Component Outsourcing
You can decide which processes make sense to outsource and which you’d prefer to manage in-house. Select from our vast menu of services, including reconciliation, performance and attribution, portfolio accounting and reporting, and more.
Full Business Process Outsourcing
SS&C can serve as an extension of your business, augment your in-house resources and help you achieve better results. We deliver comprehensive solutions for essential business processes, providing you with the scale, stability and expertise you need, at any stage of growth and through any economic cycle.
Learn MoreWhat We Can Do For You
Trade Matching and Settlement
Our full-service trade matching capabilities offers trade affirmation, communication and fails management to reduce settlement risk. SS&C’s technology provides seamless connectivity to various post-trade utilities through a single point of integration creating a highly flexible post-trade workflow.
Learn MoreVoluntary Corporate Actions
Automated corporate action notification, election instruction, acknowledgments, and confirmation to and from custodians via SWIFT to help reduce costs and risks of voluntary corporate actions events.
Learn MoreCollateral Management
SS&C has been at the forefront of collateral solutions with our cloud based technology as market demands and regulations increase. Let the SS&C service teams minimize your operational and counterparty risk via our integrated collateral management platform and efficiently manage both your initial and variation margin collateral exposure using securities and cash.
Learn MoreUncleared Margin Rules
The impacts of Uncleared Margin Rules (UMR) are complex with new rules coming every January and September. Explore our resources below or contact us today and we’d be happy to help you navigate the nuances.
Shadow Administration
Our shadow services give our clients transparency and allow them to focus on other tasks such as portfolio management. We know how important data protection is to our clients and work to offer protection at the highest level with expertise you can trust.
Learn MoreReconciliation
Managing disparate data feeds, error-prone manual work, complex reconciliations and a lack of transparency into processing status are just a few of the complex middle and back-office challenges associated with modern reconciliation.
Learn MoreValuations Workflow
As an independent fund administrator SS&C provides client-tailored OTC valuation services through proprietary analytical libraries and pricing applications to support your valuation requirements.
Learn MoreInvestment Book of Record (IBOR)
Our IBOR solutions provide an accurate and consistent view of all your holdings and cash regardless of asset class firm-wide. Transforming trade data to drive effective investment decisions.
Learn MoreTreasury and Cash Management
Real-time, aggregated views of available cash positions for timely deployment decisions to gain operational efficiencies, meet regulatory requirements and maximize returns.
Learn MoreFeatured Resources
Optimize your operations with customized middle-office solutions.