SS&C Technologies

SS&C Technologies Holdings, Inc.

Company type	Public
Industry	Financial software, Software-as-a-service
Founded	1986 (1986)
Founder	William C. Stone
Headquarters	Windsor, Connecticut , United States
Area served	Worldwide
Key people	Rahul Kanwar (Senior Vice President and Managing Director, SS&C Fund Services)
Products	Financial software, SaaS solutions for financial services
Website	www.ssctech.com

SS&C Technologies Holdings, Inc. (commonly known as SS&C) is a U.S.-based multinational holding enterprise headquartered in Windsor, Connecticut. It specializes in delivering software and software-as-a-service (SaaS) solutions tailored to the financial services sector. The company maintains a worldwide footprint with offices located throughout the Americas, Europe, Asia, Africa, and Australia.

SS&C has broadened its market reach by acquiring subsidiaries such as Advent Software, Varden Technologies, Eze Software, Intralinks, and Primatics Financial. These strategic acquisitions have reinforced its standing within fintech domains including fund administration, wealth management accounting, insurance services, and pension fund management. By 2020, SS&C managed assets exceeding $1.69 trillion in Assets Under Custody (AUC), highlighting its substantial influence and expansion within financial technology.

History

Established in 1986 by William C. Stone, SS&C went public with an initial public offering (IPO) in 1996. In 2005, the company was privatized via a leveraged buyout conducted by Sunshine Acquisition Corp., affiliated with The Carlyle Group. SS&C re-entered the public market in 2010 through a second IPO, listing on Nasdaq under the ticker symbol SSNC.

In 2021, SS&C was appointed as the administrator and technology collaborator for Mammoth Scientific’s $100 million venture capital fund targeting health science and technology enterprises. That same October, Gordian Capital implemented SS&C’s Eze Investment Suite to support trading, portfolio management, and risk oversight across Singapore and Japan.

By May 2022, Liontrust Asset Management renewed its agreement with SS&C to utilize its technology platform for managing the majority of its £38.5 billion assets. The following month, SS&C introduced a new asset allocation platform aimed at institutional investors. Powered by FundHub, this solution integrates fund data aggregation, holdings analysis, document management, ABOR and IBOR reporting capabilities, performance measurement, liquidity forecasting, and exposure evaluation.

Acquisitions

Since 1995, SS&C Technologies has completed over 50 acquisitions to enhance its offerings and expertise. Notable purchases include:

Company	Industry/Service	Year
Shepro Braun	Investment software solutions	1997
Mabel Systems	Portfolio management systems	1997
Quantra	Management of real estate equity and debt investments	1998
HedgeWare, Inc.	Software for portfolio management, tax accounting, and financial partnerships	1999
Digital Visions assets of Netzee Inc.	Internet banking and commerce technologies	2001
Amicorp Fund Services	Fund administration services	2003
Investment Advisory Network, LLC	Financial portfolio management services	2004
NeoVision Hypersystems, Inc.	Analytics for financial data and trade monitoring	2004
OMR Systems	Treasury processing software and outsourcing solutions	2004
Financial Models Company, Inc.	Investment technology products and services	2005
Eisnerfast	Fund accounting software systems	2005
Financial Interactive	CRM and fund profiling software tools	2005
MarginMan	Collateralized trading software platforms	2005
Open Information Systems	Web-based support applications for financial institutions	2005
Cogent Management	Hedge fund management services provider	2006
Zoologic	Educational software development	2006
Northport, LLC	Fund administration service provider	2007
Micro Design Services, LLC	Software design and development firm	2008
Evare, LLC	Managed utility service provider specializing in financial data	2009
maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software	maximis business from Unisys	maximis investment accounting software (maximis business from Unisys) (maximis investment accounting software) SS&C Fund Services SS&C Fund Services specializes in administering funds for hedge funds, funds of funds, private equity, and managed account structures. Rahul Kanwar, serving as Senior Vice President and Managing Director, plays a pivotal role in leading this division. SS&C GlobeOp Investor Services SS&C GlobeOp offers fund administration combined with financial technology solutions aimed at supporting investment operations on a global scale. SS&C Global Wealth Management The SS&C Global Wealth Platform delivers secure, web-based wealth management solutions that support multiple currencies and are designed to improve investment management processes. SS&C Skyline SS&C Skyline operates as a property management accounting system while also serving as a marketing tool that helps users attract tenants through rental listing websites and online application processes. SS&C BenefiX BenefiX is a cloud-hosted service focused on employee benefits data management and exchange, facilitating the transformation and transmission of information to insurance carriers and administrators.