SS&C Technologies Holdings, Inc. provides software products and software-enabled services that allow financial services providers to automate complex business processes and manage their information processing requirements. Products and Services The company’s portfolio of approximately 90 products and software-enabled services allows its clients to automate and integrate front-office functions, such as trading and modeling; middle-office functions, such as portfolio management and reporting; and back-office functions, such as accounting, performance measurement, reconciliation, reporting, processing and clearing. Portfolio Management/Accounting The company’s products and services for portfolio management span most of its vertical markets and offer its clients a range of investment management solutions. Some of the company’s portfolio management products comprise: Advent Portfolio Exchange: APX is a portfolio management solution for asset managers and wealth managers worldwide, which integrates the front-office functions of prospecting, marketing, customer relationship management and internal business management with the back office operations of portfolio accounting, performance measurement and reporting. It allows firms to manage both high-net-worth and institutional clients through a range of capabilities, including customized reporting, automated report packaging, and performance analytics. APX could be deployed locally and the cloud. AdvisorWare: AdvisorWare software supports hedge funds, funds-of-funds and family offices with global investment, trading and management concerns, and/or complex financial, tax, partnership and allocation reporting requirements. It delivers multicurrency investment management, financial reporting, performance fee calculations, net asset value calculations, contact management and partnership accounting in a straight-through processing environment. Axys: Axys is a portfolio management and reporting system for small to mid-size investment management organizations. Axys provides investment professionals with portfolio accounting functionality on various investment instruments, including equities, fixed income, mutual funds and cash. By using Axys, clients have a support tool with immediate access to portfolio holdings, asset allocation, realized and unrealized gains and losses, actual and projected income and other data, including performance measurement and flexible reporting. CAMRA (Complete Asset Management, Reporting and Accounting): CAMRA software supports the integrated management of asset portfolios by investment professionals operating across a range of institutional investment entities. CAMRA is a multi-user, integrated solution tailored to support the entire portfolio management function and includes features to execute, account for and report on all typical securities transactions. Geneva: Geneva is a global portfolio management platform designed to meet the real-time needs of global asset managers, hedge funds, prime brokers, fund administrators, private equity firms and family offices worldwide. Geneva integrates all phases of the investment management process – portfolio management, reconciliation and light trade capture and risk capabilities. Its ‘main memory’ database offers reporting and eliminates batch processing and time-consuming error corrections. Debt and Derivatives: Debt and Derivatives is a financial application software package designed to process and analyze all activities relating to derivative and debt portfolios, including pricing, valuation and risk analysis, derivative processing, accounting, management reporting and regulatory reporting. Debt and Derivatives delivers real-time transaction processing to treasury and investment professionals, including traders, operations staff, accountants and auditors. Global Wealth Platform: A Web-based service, Global Wealth Platform combines the company’s core asset management product functions with an interface. Global Wealth Platform provides an integrated suite with key components — modeling, trading, portfolio accounting, client communications and other mission critical workflows — as an
ss&c technologies holdings
80 Lamberton Road
Windsor, CT 06095
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