# SS&C Technologies

SS&C Technologies Holdings, Inc. (known as SS&C) is an American multinational holding company headquartered in Windsor, Connecticut, that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia.
Through its numerous acquired subsidiaries, such as Advent Software, Varden Technologies, Eze Software, Intralinks, and Primatics Financial, SS&C specializes in specific fintech markets, such as fund administration, wealth management accounting, and insurance and pension funds. In 2020 SS&C Technologies reported in their balance sheet over $1.69 trillion in Assets Under Custody (AUC).

## History

SS&C was founded by William C. Stone in 1986. The company went through an initial public offering process for the first time in 1996. It was taken private in a leveraged buyout in 2005 with Sunshine Acquisition Corp., affiliated with The Carlyle Group. And after some years as a private company, SS&C was taken public again in a second IPO in 2010 through a listing on Nasdaq under the symbol SSNC.
In 2021, Mammoth Scientific selected SS&C as the administrator and technology partner for its $100 million venture capital fund. The fund is for health science and technology companies. In October, Gordian Capital started using the company’s Eze Investment Suite for its trading, portfolio, and risk management services in Singapore and Japan.
In May 2022, Liontrust Asset Management extended its mandate with SS&C. The company uses SS&C’s products to manage the majority of its £38.5 billion in assets.
In June, SS&C released a new asset allocator platform for institutional investors. It was powered by FundHub and provided fund data aggregation and analysis, holdings look-through, document management, ABOR and IBOR reporting, performance management, liquidity planning, and exposure analysis.

## Acquisitions

SS&C Technologies acquired a variety of companies to bring products and talent into the company. Since 1995, it has acquired more than 50 companies.
| Company | Industry/Service | Year |
| Shepro Braun | Investment software | 1997 |
| Mabel Systems | Portfolio management | 1997 |
| Quantra | Real estate equity and debt investment management | 1998 |
| HedgeWare, Inc. | Portfolio, tax accounting and financial partnership software | 1999 |
| Digital Visions assets of Netzee Inc. | Internet banking products and services and internet commerce products | 2001 |
| Amicorp Fund Services | Fund administration | 2003 |
| Investment Advisory Network, LLC | Financial portfolio manager | 2004 |
| NeoVision Hypersystems, Inc. | Financial data and analytics/trading activity and customer portfolio performance | 2004 |
| OMR Systems | Treasury processing software and outsourcing solutions | 2004 |
| Financial Models Company, Inc. | Technology solutions and services for investments | 2005 |
| Eisnerfast | Fund accounting | 2005 |
| Financial Interactive | CRM and fund profiling software | 2005 |
| MarginMan | Collateralized trading software | 2005 |
| Open Information Systems | Web-based support applications for financial institutions | 2005 |
| Cogent Management | Hedge fund management services | 2006 |
| Zoologic | Education software | 2006 |
| Northport, LLC | Fund administration | 2007 |
| Micro Design Services, LLC | Software design and development | 2008 |
| Evare, LLC | Managed utility service provider for financial data | 2009 |
| MAXIMIS business from Unisys | Investment accounting software | 2009 |
| TheNextRound, Inc. | Software developer for private equity and alternative investments | 2009 |
| Tradeware Global | Broker-neutral system provider for equity market access | 2010 |
| Geller Investment Partnership Services | Investment partnership services | 2010 |
| TD Ameritrade's Thinklink Product | Order management software | 2010 |
| TimeShareWare | Technology solutions for shared-ownership resorts | 2010 |
| BDO Simpson Xavier Fund Administration Services Limited | Fund administrator | 2011 |
| Teledata Communications, Inc. software assets | Background-search and credit-retrieval software and services | 2011 |
| Hedgemetrix | Back-office services for alternative investment funds | 2012 |
| Thomson Reuters' PORTIA | Middle-to-back office investment operations platform | 2012 |
| GlopeOp Financial Services S.A. | Fund services | 2012 |
| Gravity Financial | Fund administrator | 2012 |
| Prime Management Limited | Fund administrator | 2013 |
| DST Global Solutions | Investment and fund management and analytics | 2014 |
| Advent Software | Financial services | 2015 |
| Varden Technologies | Software communication solutions | 2015 |
| Primatics Financial | Accounting, forecasting, regulatory reporting, reserving and stress testing | 2015 |
| Modestspark | Client portal and digital client experience tools | 2017 |
| DST Systems | Information processing and software | 2018 |
| Eze Software | Investment software | 2018 |
| Intralinks | Financial technology | 2018 |
| Algorithmics Inc. | Financial risk management | 2019 |
| MineralWare | Cloud-based asset management platform | 2022 |
| Blue Prism Group, PLC | Robotic process automation | 2022 |
| Tier1 CRM | Capital markets CRM | 2022 |

## Services and Subsidiaries
### SS&C Fund Services

SS&C Fund Services offers fund administration services for hedge funds, funds of funds, private equity funds and managed account managers. Rahul Kanwar, Senior Vice President and Managing Director is a key executive for SS&C Fund Services.

### SS&C GlobeOp Investor Services

SS&C GlobeOp is a fund administrator offering financial technology products and services.

### SS&C Global Wealth Management

The SS&C Global Wealth Platform offers secured web-based multi-currency wealth management aimed to support all aspects of investment management.

### SS&C Skyline

SS&C Skyline is an accounting system designed for property management functions. The property management software can be used as a marketing platform that helps users find new tenants through common rental websites and online applications.

### SS&C BenefiX

BenefiX is SS&C's product to employee benefits data management and exchange. It is a cloud-based data exchange service that transforms, translates and transmits employee benefits data to insurance carriers and administrators.