#1SS&C Technologies (NASDAQ:SSNC) 24th Annual Needham Virtual Growth Conference January 11, 2022 SS&C 1#2Safe Harbor statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlying assumptions, and other statements which are other than statements of historical facts. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "hope," "expects," "intends," "plans," "anticipates," "contemplates," "believes," "estimates," "predicts," "projects," "potential," "continue," and other similar terminology or the negative of these terms. From time to time, we may publish or otherwise make available forward-looking statements of this nature. All such forward-looking statements, whether written or oral, and whether made by us or on our behalf, are expressly qualified by the cautionary statements described on this message including those set forth below. All statements contained in this presentation are made only as of the date of this presentation. In addition, except to the extent required by applicable securities laws, we undertake no obligation to update or revise any forward-looking statements to reflect events, circumstances, or new information after the date of the information or to reflect the occurrence or likelihood of unanticipated events, and we disclaim any such obligation. Forward-looking statements are only predictions that relate to future events or our future performance and are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results, outcomes, levels of activity, performance, developments, or achievements to be materially different from any future results, outcomes, levels of activity, performance, developments, or achievements expressed, anticipated, or implied by these forward-looking statements. Other factors that could affect actual results, outcomes, levels of activity, performance, developments or achievements can be found under the heading "Risk Factors" in SS&C Technologies Holdings, Inc.'s Form 10-K. As a result, we cannot guarantee future results, outcomes, levels of activity, performance, developments, or achievements, and there can be no assurance that our expectations, intentions, anticipations, beliefs, or projections will result or be achieved or accomplished. 2#3Leading provider of mission critical, cloud-based software for financial services and healthcare industries SS&C#4Who we are: SS&C Technologies Focus on Expertise SS&C . • 24,000+ employees world-wide • Committed to continuous training and employee development • Employee certifications include Ph.D., CPA, CFA, CA, PMP, CBCP, MBA, etc. Employee stock option grants align business objectives with client satisfaction Public company with $20B market capitalization, $26B enterprise value (NASDAQ: SSNC) SEC reporting made publicly available at ssctech.com 129 office locations in 96 cities across 38 countries Track Record of Delivery • • Provide market-leading software and service solutions to financial and healthcare industries globally Own and operate our data centers and private cloud • SaaS, PaaS, license, services, and hybrid delivery models • Largest financial services and healthcare firms in the world rely on SS&C technology Trusted Proven Provider • 18,000+ financial services and healthcare companies $3+ trillion in assets under administration 463 million health claims processed using SS&C's pharmacy solutions 2020 4#5Our strategy is simple ... Deliver real-time data and insights Provide excellent customer service Leverage technology Deliver solutions 5#6Value proposition Fully Independent Nimble and highly responsive Consultative Approach Clients can leverage our subject matter experts Technology Company We own and operate our technology and license it commercially SS&C Proven Ability to Execute Our clients are the largest financial services and healthcare firms Lo Ultimate Flexibility We collaborate to develop ideal operating models, from SaaS to full-service outsourcing Digital Experience Access to data and analytics in real time 6#7World Class Technology Technology ownership, data centers, private cloud INPUTS ⚫ API Machine Predictive Analytics Microservices Architecture • Flat files Learning • MQ • SWIFT • Email • Fax . FIX . Paper • Unstructured • Voice data Real-Time Computing Interfaces Core processing engines integrated with cutting edge technologies designed to automate workflow, enhance accuracy, and reduce risk. 000+ Distributed Services Platform Intelligent Automation OUTPUTS • Real-time reporting engine 000 • Compliance • Alerts Natural Language Processing Exception monitoring Anomaly detection • Enhanced structured data . Portal Mobile 7#8Performance since March 31, 2010 IPO Adjusted Revenue Growth Cash Flow From Operations Growth $6,000 $1,600 $4,000 28% CAGR $1,200 30% CAGR $800 $2,000 $400 $0 $0 2010 2015 2021 E 2010 2015 2021 E $6.00 Adjusted Diluted EPS Growth $4.00 24% CAGR $2.00 $0.00 SSNC Stock Performance $120.00 $80.00 23% CAGR $40.00 $0.00 2010 2015 2021 E 2010 2015 2021 8#9The financial & healthcare industries rely on SS&C 40+ இக்கி 9 OUT OF TOP 10 75 OF THE TOP 100 TOP 20 LARGEST ASSET MANAGERS 463 MILLION CLAIMS PAID FY20 48.1 MILLION COVERED LIVES Q Q Q Q Q Q Q Q R Q Fund Administrators Prime Brokers¹ $34.7 TRILLION financial transactions 49.6 MILLION TA ACCOUNTS facilitated by SS&C Intralinks Hedge Funds² Distribution Solutions³ Pharmacy $2 TRILLION Estimated 99% 95% Global Investor and Distribution Solutions Regulatory Filings 1. HF alert https://www.hfalert.com/rankings/rankings.pl?Q=149 2. Hedge funds ranked by AUM 3. Based on U.S. mutual fund assets under management, according to Morningstar Direct - August 2021 4. of all US Commercial Paper of all US Municipal Bonds4 Total Health LARGEST SaaS PROVIDER Retirement Solutions Derived from the annual issuance numbers published in The Red Book, which is the municipal industry listing of all municipal stats by firm, issuer, etc. 6#10The financial and healthcare industries rely on SS&C GlobeOp ALPS Advisors Asset Management & Alternatives Advisors, Institutions Eze Alternatives, Long-Only Asset Management Intralinks Deal Making, Capital Markets, & Global Banking SS&C Advent Asset Management, Alternatives & Wealth Management Targeted Solutions Targeted software solutions for the Financial Services Industry Retirement Plan providers/sponsors, advisors, participants/members, asset managers, insurance companies Health Commercial health plans, government programs, insurance exchanges, PBMs, health providers, TPAs Global Investor & Distribution Solutions Asset managers, insurers, life & pensions, wealth & retirement Institutional & Investment Management Insurance Companies, Asset Managers, Wealth Managers, Banks & Asset Owners Investment, Fund, Loan Accounting Outsourced Middle & Back Office Data Analytics Transfer Agency Front Office Trading Virtual Data Rooms Reporting Solutions Regulatory & Risk Healthcare Administration & Pharmacy 10#11SS&C's Value Proposition: Simplifying Operational Complexity Our products and services command premium pricing as we simplify our customers' complexity Transparent Configurable and Flexible • • Full data access • • 24/7 availability • Workflow dashboards . Modular Consultative solution design Full implementation or phased approach "Pick and choose" services Scalable Ability to grow with our customers Customers ranging from a few million to hundreds of billions in assets . Fully integrated technology stack • Component-based SS&C 11 With SS&C, clients get the benefits of outsourcing, without losing control 11#12SS&C Focuses Maintain high customer satisfaction • • • High touch customer service Customer Monitoring Program Follow the sun operating model Keep 95-96% revenue retention rates Attract, Develop, and Retain Talent Develop new and innovative technology Improve organic growth across all businesses Enhance top talent • program Incentivize with stock-based compensation and bonus eligibility Management training • Mobility between business units • Investment towards our best ideas Cross business unit collaboration Incorporate the newest technology Build off client input/feedback Release next generation software solutions Motivate sales force appropriately Cross sale/upsell initiatives Keep customer services and customer satisfaction levels high 12#13{" Sales Initiatives ATA Coordinated Sales and Solutions Teams Aligning global sales and support teams to gain efficiencies and common processes Revamped Firm-Wide Messaging New core story focused around our technology and integrated systems Hosting In Person Events Increased prospect interest for our own events vs. attending virtual industry conferences Pipeline Expansion Deal origination teams, SDRs focused on prospecting, Increasing number of Reps Influencer Management Firm-wide management of influencer contacts/meetings for top lead drivers 13#14SS&C Core Story Initiative Consistent, Firm-Level Message about SS&C, with a focus on technology and integrated systems Who we are: SS&C Technologies Focus on Expertise Ultimate Flexibility web to develop your ideal operating Digital Experience At analytics in a tine Aligns the sales teams firm wide around our One SSNC messaging Give reps the ability to walk into any company and talk about SS&C as a whole Train sales force to leverage the strengths of the company in a consistent manner Created a Learning Institute course to train sales staff that includes talk tracks for each slide and full mock run-through Required for all current sales reps and all new hires for sales-over 650 sales employees and available to all SS&C employees SS&C Public company with S188+ market capitalization (NASDAQ:SSNC) SEC reporting made publicly available at husm Operation in 10 cities across 40 countries $15 billion invested rech and development and acquisitions since 2012 Our strategy is simple... Provide excellent customer service Deliver real-time da and insights to o custom Technology philosophy Core processing engines integrated with cutting edge technologies designed to automate workflow, enhance accuracy, and reduce risk. User Dashboard/SS&C Care Story/SS&C Core Story SS&C Core Story 29% COMPLETE INTRODUCTION Welcome ▼NEW 3 SLIDES Introductions Who We Are Our Strategy Predictive Analytics Machine Micro Service OUTPUTS INPUTS An Learning Architecture Flat les Paper Unstructured Voice ནྟི ནྟེ མཎྜདྡྷེ། Anomaly reporting Value proposition Technology Company Fully Independent me highly repone and ss&ch SS&C Consultative Experience Clients can thening and p knowledge base of our subject matter experts VIU VIC MIC Proven Ability to Execute Our cents include some of the largest francis Let's explore this slide covering who we are as a company Click play to hear Eamonn's comments Click the buttons below to hear more about the four key areas on this slide Our Technology Philosophy 0 Who we are: SS&C Technologies Our Value Proposition CONCLUSION Mock Run-Through SS&C Public company with $188 020 888 Focus on Expertise (+) 24,000+ employees world-wide Committed to continuous training and employee development Employee certifications include PD, CRA, CFA, CA, PMP, CBC, MBA, etc. Employee stock option grants align S&C's business objectives with client satisfaction Track Record of Delivery 14#15וון Enterprise Solutions . Asset Management Banking Health Hedge Funds • Insurance Message Development Holistic view of capabilities Value propositions Client benefits Market leadership proof points Sales Enablement Go to Market Client targets and case studies Training Lead distribution Event sponsorships Website Media and PR Demand gen and influencer programs Private Markets Retirement Wealth Management Solutions for the Banking Industry Streamline operations. Mitigate risk. Control costs. Who we are: SS&C Technologies SS&C T Facus on Expertise ALL DAY DRUGS HUB DRAG MONG PE Ever SCC ses sens Track Record of Delivery sky CONVarda w pra As cacy type and demand soph scaned requirements to keep look to 55echnology and survica solutions to these challenges. 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techoclegics 5 quaineme All word new lacinia Be prout dont matalana tered Pestovo tarsip 12 RION Der superine imador per E Ethional on THE 15#16SS&C GlobeOp - Hedge Fund Services hedgeweek AMERICAS AWARDS SS&C Technologies • SS&C GlobeOp is the #1 Fund Administrator worldwide, with a diverse client base across multitude of strategies/products • Global management team with more than 20+ years average experience 55&C GlobeOp FEATURED AS A Top Hedge Fund Administrator Service Providers in Alternative Ass, 2021 @preqin S HFM US 2421 WINNER ~$800M Revenue $1.3T+ AUA • Key competitive differentiators: Global Operating Model Technology Ownership 1,300+ Clients 5,000 professionals Comprehensive Service Offering Organizational Agility 5,000+ Depth and Diversity of Employees Diversity of Client 12,000+ Funds Managed Accounts Overview of Offerings: 000+ $ Investor Services Middle / Back Office Solutions NAV Production Tax Services / Audit Support Regulatory Solutions Managed Services 16#17SS&C GlobeOp - Private Markets • SS&C is the largest global provider of Private Markets fund administration (Preqin 2021) • Stable and predictable revenue stream • Deep Asset Coverage • Continued strong growth • Experience • Global Presence • Ability to service the full fund life cycle Overview of Offerings: ~$250M 500+ Revenue clients $850B+ AUA 103 clients added in 2020/2021 1,000 professionals 272 upsells in 2020/2021 Services Provided to Private Markets Fund Managers for $ A privateequitywire EUROPEAN AWARDS 2021 WINNER Best Accounting & Raporing Software 55&C GlobeOp FEATURED AS A Top Private Capital Fund Administrator Fixeir special Kocort: Service Providers in Alternative Asser.2021 AltCredit EUROPEAN PERFORMAS CSERVICES AWARDS 2021 WINNER 55&C Technologies @preqin 500 Portfolio Analytics Fund Accounting & Reporting Investor and Treasury Services Management Company Accounting & Reporting Tax Services and Audit Support Data and Middle Office Services and look-thru 17#18Global Investor and Distribution Solutions 品 funds 2020 WINNER Empon bunte Appre Fund Tech A ds 2020 WINNER SS&C GIDS Best Implementation Funds SONIC 2020 BEST EUROPEAN TRANSFER AGENT SS&C GLOBAL INVESTOR AND DISTRIBUTION SOLUTIONS 2020 BEST IMPLEMENTATION SS&C GLOBAL INVESTOR AND DISTRIBUTION SOLUTIONS • SS&C GIDS is a leading global provider of technology-based information processing and servicing solutions for mutual funds, wealth management, pensions, superannuation and life insurance (previously part of DST) • Service offerings include full service outsourcing and SAAS solutions supporting clients with retail and institutional customers ⚫ #1 market position in US mutual funds with 49.6mm accounts ~$1.1B Revenue #1 market position in UK mutual funds with 3.4mm accounts • IFDS joint venture with State Street Bank is leading mutual funds provider in Canada, Ireland and Luxembourg ~220 clients $17.1T mutual fund assets 49.6M US mutual fund accounts Provider of Wealth Management and Superannuation services some of the largest managers in the UK and Australia #1 market position US Mutual Funds #1 market position UK Mutual Funds Strong Client relationships with the largest Asset Managers globally Overview of Offerings: Global transfer agency and investor servicing Wealth management solutions (servicing the largest wealth management company in the U.K) Life and Pensions policy administration system and services Fully regulated contact center, digital, web chat, document management, client finance and record keeping Mobile-enabled self service tools for investors and advisors Event Center services providing flexible, scalable and efficient solutions Retirement planning and actuarial calculation 18#19Retirement Solutions ~$150M Revenue $72M+ in new sales in 2020 • Our focus on providing the engine to power workplace savings, allowing us to help millions of people pursue a more secure retirement • We are raising the standard of retirement decision-making by enabling Retirement Plan Providers to deliver timely, transparent and intelligent information to Participants, Plan Sponsors and Service Providers • We are a market leading technology provider of US Retirement Recordkeeping and Outsourcing Solutions • • Third largest retirement services provider with 12M+ Participants, 392,000+ Plan Sponsors and $316B in assets A leading Rollover and Retirement Income provider A leading provider of Financial Wellness, Participant Communications, and Retirement Advisor Solutions 250+ Institutional Clients 12M+ participants 392,000+ Plan Sponsors #1 SaaS Provider for Retirement $316B retirement assets 3rd Largest Retirement Services Provider Overview of Offerings: Services Provided to Retirement Plan Providers Account Servicing and Business Process Outsourcing $ Services Provided to Brokerage & Asset Managers Rollover and Income Portability Retirement Intelligence Financial Wellness and Advisor Solutions $ Rollovers, Communication and Education Solutions Financial Wellness Solutions 19#20SS&C Advent privateequitywire US AWARDS 2021 55&C Advent REST ACCOUNTING AN REPORTING SCITWARE Asset ThinkAdvisor LUMINARIES 2021 DEALMAKING & GROWTH Managers Wealth Managers Alternative Managers Managed Services Portfolio and Market Data Overview of Offerings: Targeted Accounting, Trading & Reporting Solutions for Investment Management Industry Black Diamond Wealth Platform Leading platform for Advisors & their Clients Advent Inv Suite (AIS) Advent's original mission for Asset Managers Advent Geneva Accounting gold standard for Hedge Funds & Admins HFM EUROPEAN TECHNOLOGY AS 2921 WINNER BEST AND ACTIV SS&C ADVENT INTERNATIONAL INVESTOR AWARDS WINNER 2021 SS&C ADVENT BEST PORTFOLD MANAGEMENT SOFTWARE POWDERY GLOBAL Wealth Management.com 2021 Industry Awards WINNER ~$500M 4,300 Revenue clients 1,500 team members 98% renewal rate 56% of top 100 RIAS 40 fund admins use Geneva Parallel Solutions Advent Genesis Salentica Chassis for next generation SaaS offerings $ Syncova می Investrack Tamale RMS 20#21SS&C Intralinks: Market leader with accelerated growth from SS&C synergies and SaaS innovation privateequitywire EUROPEAN AWARDS WINNER 2021 Best Investor Relations Technology SS&C Intralinks 20% • Intralinks is a SaaS FinTech provider for dealmaking, banks, and the alternative investments ecosystems. • We facilitate strategic initiatives like mergers and acquisitions, capital raising, and investor reporting by enabling and securing the flow of information. ~$400M Revenue $35T transactions executed Revenue Growth YTD 6.6M+ Users • Consistent track record of delivering profitable growth • 1,100+ employees in 15 countries around the world • Recognized synergies with SS&C in GTM, technology and infrastructure optimization 16,000 Deals per year Overview of Offerings: Intralinks for M&A NEW NEW Intralinks for Alternative Investments ☑ NEW VDRPro DealVision DealCentre Fundraising InvestorVision for Energy #1 M&A deal room provider Intralinks for Banking & Securities NEW NEW 8 8+8 DealMarketing & Roadshow DealCentre for IPOS 21#22SS&C Health SS&C | HEALTH • Market leading information technology and software-enabled-services division dedicated to serving the healthcare industry • Core purpose is to empower clients to provide better health services, including improved quality, cost, experience and outcomes to their members • Sustainable growth focused through platform and product delivery including: • • · Collaborating and customizing solutions based on Clients' unique needs and strategic vision Developing and delivering solutions to power possibilities for innovation and change Target markets • Commercial Health Plans | Government Programs ~$375M Revenue >200 Clients 463M Pharmacy Claims Paid FY20 48.1M Covered Lives (Total Health) Largest independent health administration technology provider Exclusive partner with Johns Hopkins University Overview of Offerings: Core Administration Technology & Services Total Cost of Care Risk & Compliance Member & Provider Management Engagement Revenue & Quality Optimization 22 22#23SS&C SMART PEOPLE SUPERB TECHNOLOGY 23 圓