SS&C Technologies

The software brings AI agents, digital workers, APIs, and human tasks into a governed environment. Organizations can use its visual tools to design and coordinate automated processes and monitor activity through the Control Center. Governance controls help teams manage AI and automation as their use expands across the business.

The platform combines portfolio accounting and reporting within the same platform. Investment teams can review portfolio performance across multiple currencies and asset classes. They can also use standard or custom reports based on their specific reporting needs. Automated report packaging also supports the preparation and distribution of recurring portfolio reports.

This feature provides self-service reporting and analytics for organizations working with data from different sources. Users can combine and validate data, build custom reports with no-code tools, and examine information through customizable dashboards. Real-time access also helps teams review granular data as reporting needs change.

SS&C Technologies helps financial institutions assess financial risk through advanced analytics. Asset managers can evaluate market, credit, and liquidity risk alongside portfolio construction. It also supports banks with risk management across banking and trading books and insurers with asset-liability management and strategic asset allocation.

This tool provides a secure virtual data room for managing confidential information during mergers and acquisitions and other financial transactions. Deal teams can share sensitive documents with buyers, advisors, and partners in a controlled environment. The platform is designed to support secure document exchange throughout the deal lifecycle.