SS&C Technologies

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SS&C Technologies Inc.
Type Public
Industry Portfolio management software
Founded 1986
Slogan Don't Wonder. Know. Anything. Anytime. Anywhere[1]
Headquarters Windsor, Connecticut
Key people William Stone(Founder & CEO), Normand A. Boulanger(COO & President)
Number of employees 7500
Related Certifications Certificate in Portfolio Management Technology Industry Overview

SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Today, 5,000 financial services organizations: from the world's largest to local financial services organizations, manage and account for their investments using SS&C's products and services. These clients in the aggregate manage over $44 trillion[2] in assets. The company was founded in 1986 and is based in Windsor, Connecticut with additional offices in North America, Europe, the Asia Pacific, and Australia. SS&C Technologies, Inc. operates as a subsidiary of SS&C Technologies Holdings, Inc.[3]


  • SS&C Technologies, Inc. (SS&C) was founded in 1986 by William C. Stone, who has remained the company's CEO and Chairman of the Board since inception.
  • SS&C first went public in 1996.
  • On October 29, 2004, SS&C and the University of Connecticut developed the Financial Accelerator [4]
  • In November 2005, the company was acquired by The Carlyle Group and was taken private.
  • On March 31, 2010, SS&C Technologies Holdings, Inc. began trading on the NASDAQ Global Select Market under the ticker symbol "SSNC".[5]
  • In 2009 it was announced that Bill Stone has presented the non-profit organization that operates SummerWind Performing Arts Center, with a grant of $500,000. The arts center was renamed SS&C SummerWind Performing Arts Center[6]#REDIRECT [[1]]


SS&C Technologies, Inc. develops mission-critical software and offers software enabled-services and software-as-a-service (SaaS)[7] solutions for the financial industry. The company offers a suite of software including portfolio accounting and reporting, trading and trade order management, reconciliation and exception management, performance measurement and global markets risk, enterprise reporting, private equity, benefits administration, municipal finance, property management, loan origination and servicing, investor relationship management, web-based issuance and investor record-keeping, and screening/lending tools. It also delivers mission-critical processing services for information management, analysis, trading, accounting, reporting, and compliance. The company’s services include middle and back office SaaS and business process outsourcing services; alternative investment services; trading and trade order management; portfolio accounting and reporting; post-trade communication; reconciliation and exception management; performance measurement and global markets risk; enterprise reporting; property management; and loan origination and servicing[8]. In addition, it offers fund administration, training and education, securities data, lending tools, middle office, post-trade communication network, custom trading and mobility, data acquisition and transformation, and benefits administration. Its portfolio includes over 90 products and software-enabled services.

  • Portfolio management/accounting

The Company's products and services for portfolio management span various vertical markets and offer its clients a range of investment management solutions. The Company's portfolio management products include Advent Portfolio Exchange (APX), AdvisorWare, Axys, Complete Asset Management, Reporting and Accounting (CAMRA), Geneva, Debt & Derivatives, Global Wealth Platform, HiPortfolio, MAXIMIS, Pacer, Pages, PORTIA, Recon, SS&C Anova, Sylvan, TNR Solution and Total Return. APX is a portfolio management solution for asset managers and wealth managers worldwide, which integrates the front-office functions of prospecting, marketing, customer relationship management and internal business management with the back office operations of portfolio accounting, performance measurement and reporting. AdvisorWare software supports hedge funds, funds-of-funds and family offices with global investment, trading and management concerns, and/or complex financial, tax, partnership and allocation reporting requirements. Axys is a turnkey portfolio management and reporting system for small to mid-size investment management organizations. Axys provides investment professionals with portfolio accounting functionality on a range of investment instruments, including equities, fixed income, mutual funds and cash. CAMRA software supports the integrated management of asset portfolios by investment professionals operating across a range of institutional investment entities. CAMRA is a multi-user, integrated solution tailored to support the entire portfolio management function and includes features to execute, account for and report on all typical securities transactions. Geneva is a global portfolio management platform designed to meet the real-time needs of global asset managers, hedge funds, prime brokers, fund administrators, private equity firms and family offices across the world. Debt & Derivatives is a financial application software package designed to process and analyze all activities relating to derivative and debt portfolios, including pricing, valuation and risk analysis, derivative processing, accounting, management reporting and regulatory reporting. The Company's Web-based service, Global Wealth Platform, combines its core asset management product functions with an interface. Global Wealth Platform provides an integrated suite with components, including modeling, trading, portfolio accounting, client communications and other workflows, such as an on-demand, software-enabled service.

  • Software-enabled services

The Company's software-enabled services include Black Diamond, Evare, e-Investor, GoTrade+, GoRisk, SS&C Advent OnDemand, SS&C Direct, SS&C GlobeOp, SSCNet, SVC and FIXLink. Black Diamond offers independent advisors and wealth managers a cloud-based portfolio management platform with aggregation, customizable reporting and rebalancing, and daily reconciliation features. Evare is a provider of financial data acquisition, transformation and delivery services. The Company's e-Investor provides an end-to-end investor transaction processing platform designed to automate the delivery, completion, submission and tracking of all investor transactions. GoTrade+ automates trade capture as trades occur over a real-time Web-based portal that displays life cycle status, documents, valuations, exposures, collateral and cash positions. A cross-asset and cross strategy application, GoRisk, allows portfolio and risk managers to monitor risk analytics across their trading strategies. GoRisk provides risk analytics across funds-of-funds and managed account platforms. SS&C Advent OnDemand is the Software as a Service (SaaS) delivery of SS&C Advent's suite of asset management solutions. The Company provides software-enabled services through its SS&C Direct operating unit for portfolio accounting, reporting and analysis functions. SS&C GlobeOp offers fund manager services, transfer agency services, funds-of-funds services, tax processing, compliance services and accounting processing. SSCNet is a global trade network linking investment managers, broker-dealers, clearing agencies, custodians and interested parties. SVC provides clients with data for pricing, corporate actions, dividends, interest payments, foreign exchange rates and security master for global financial instruments. FIXLink is a FIX network for indication of interests (IOIs), trades, orders, and allocations, providing a broker-neutral and platform-neutral FIX connectivity service to broker-dealers and institutions.

  • Professional services

The Company offers a range of professional services to assist clients. Professional services consist of consulting and implementation services, including the initial installation of systems, conversion of historical data and ongoing training and support.

  • Product support

The Company provides its clients with a client support team whose primary responsibility is to answer questions and provide solutions to address ongoing needs. Direct telephone support is provided during extended business hours, and additional hours are available during peak periods. Approximately every two weeks, the Company distributes its software and services eBriefings, which are newsletters available for geographic regions around the world. It supplements its service and support activities with training. Training options include hosted classroom and online instruction, Zoologic Learning Academy, and online client seminars, or Webinars, that address technical issues in the financial services industry.

The Company competes with CITCO Group, State Street Bank, BNY Mellon Financial, StatPro, Charles River Development, SunGard, Envestnet, Orion, Addepar, SEI, Yardi Systems, Misys and PNC Financial Services.


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