SS&C Technologies
Bernie O'Connor
Chief Revenue Officer
4 Times Square
New York NY 10036
860-290-7011
Year FA services began: 1981
For more than 30 years, SS&C Technologies has been helping firms leverage technology to master complexity, and overcome operational impediments to growth. Our technology-powered solutions and services help you run your operations more efficiently, compete more effectively, and grow more profitably.
With more than 18,000 financial clients globally and more than 22,000+ associates operating in 100+ offices worldwide, we provide unique business solutions to asset managers, banking companies, broker-dealers, distribution companies, insurance companies, retirement servicing companies, and wealth management.
Our core business is providing outsourcing services and investment software to deliver superior front-, middle- and back-office services. Our combination of technology, research and development, deployment, outsourcing capabilities and market-leading solutions are unmatched.
This includes supporting our clients’ needs for advanced data/analytics, distribution support, emerging technologies to optimize automation and efficiency, and enhanced digital solutions as well as a connected, global transfer agency model.
Our compliance and regulatory domain expertise helps clients reduce their risk and cost in the areas of compliance, oversight, security, and privacy. Our core compliance support includes AML and fraud, full-service 22c-2 solution, Blue Sky, tax administration, and senior and vulnerable surveillance. As a leader in the industry, we advocate for clients through our participation in myriad industry committees and working groups.
• Expertise in all aspects of financial services: Financial services is our focus. Unlike other providers in the market, we are not constrained by the needs of a separate, highly regulated core business.
• Leader in technology and outsourcing provider: We help clients turn technology and operations into a strategic advantage. Our ability to leverage technology to construct a better, more secure and functional financial services ecosystem is unparalleled.
• Industry proven scalability, flexibility and ability to execute: With ownership and expertise across the front, middle and back office, we are agile and responsive. This allows us to meet rapidly changing client challenges and needs.
Across our business, we believe in continuous improvement, responsive day-to-day operational management, and providing holistic solutions that deliver outstanding customer experiences and support your future growth and success.