SS&C Technologies

Technology Providers (Portfolio Management)

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 11,000 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


GWP – Global Wealth Platform

SS&C ’ s Global Wealth Platform (GWP) offers a comprehensive front- to back- office, straight- through-processing solution transforming front- , middle- and back-office services for wealth managers globally. Key achievements and developments of GWP during 2016 include new and improved user dashboard/portal providing adjustable data components as graphical widgets customizable by the user; enhancement for creating a “ Dynamic – Investor Policy Statement (IPS) ” against grouped accounts; and a new interface allowing users to create combination orders for options to be used when portfolio managers trade two options at the same time as part of a single strategy.

GWP integration with performance measurement services and client reporting services enables advisors to continue their portfolio management workflow onto highly focused and specialized platforms without any inconsistencies. GWP ’ s performance reporting services provide tools for frequent analysis of the sources of return, providing timely feedback on the investment process. It also supports multiple attribution methodologies including fixed income attribution (FIA) and security level attribution (SLA), user-defined attribution (UDA) and customized benchmarking and composite management. Allowing advisors to meet their client’s communication needs, GWP Client Statements generates distinctive client reports and slide presentations for print, electronic or face- to -face meetings. As a system integrated to an advisor ’ s portfolio management platform, it delivers the complete reporting solution for the in vestment management industry.

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Key Business Leader

Bill Stone

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