SS&C Technologies, Inc. is a global provider of investment management software and services, focusing exclusively on the financial services industry. Established in 1986 and headquartered in Windsor, Connecticut, the company offers a comprehensive range of solutions, including accounting, business process management, data management, risk and compliance, and trading and settlement services. Additionally, SS&C provides fund administration, managed services, professional services, and technology outsourcing. The firm caters to a diverse clientele, including alternative investments, asset management, banking, wealth management, insurance, and property management sectors. With a client base that includes 5,000 financial services organizations managing over $16 trillion in assets, SS&C Technologies is positioned as a key player in enhancing operational excellence within the industry.
CFO Fund Services provides accounting, consulting, tax management, reporting, investment, and financial services.
CommonWealth Fund Services
Acquisition in 2017
CommonWealth Fund Services Ltd. specializes in fund administration services for the hedge fund industry, managing over $8 billion in assets across nearly 100 domestic and offshore investment funds. Founded in 2008 and based in Toronto, the company offers a comprehensive suite of services, including fund accounting, daily to quarterly net asset value calculations, compliance assistance, and shareholder services such as processing subscriptions and redemptions. CommonWealth also supports clients with financial statement preparation and tax returns. Its custodial services encompass the processing of corporate actions and providing statements to clients. As a subsidiary of SS&C Technologies Holdings, Inc., CommonWealth Fund Services is dedicated to delivering reliable and efficient administrative support to its clients in the alternative investment sector.
Primatics Financial
Acquisition in 2015
Primatics Financial is a prominent provider of financial services solutions designed to enhance processing capabilities for financial institutions of all sizes. The company specializes in offering accounting compliance, analytics, valuation, and risk management software, along with outsourcing solutions that focus on loan and security portfolio management. In addition to its software offerings, Primatics provides business and information technology consulting services, addressing various aspects of mortgage banking operations, fixed income processing, financial and regulatory compliance, as well as systems development and implementation. Through its comprehensive suite of services, Primatics Financial aims to support its clients in achieving better financial performance and compliance.
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