SS&C's Value Proposition: Simplifying Operational Complexity
Retirement 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
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