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