SS&C Technologies Holdings, Inc. (‘SS&C’) provides software products and software-enabled services to the financial services and healthcare industries, primarily in North America.
The company has operations in Europe, Asia, Australia, South America, and Africa. The company’s portfolio of products and software-enabled services allows its financial services clients to automate and integrate front-office functions, such as trading and modeling, middle-office functions, such as portfolio management...
SS&C Technologies Holdings, Inc. (‘SS&C’) provides software products and software-enabled services to the financial services and healthcare industries, primarily in North America.
The company has operations in Europe, Asia, Australia, South America, and Africa. The company’s portfolio of products and software-enabled services allows its financial services 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. The company’s products and software-enabled services in the healthcare industry support claims adjudication, benefit management, care management, and business intelligence services.
The company is a hedge fund and private equity administrator, as well as the largest mutual fund transfer agent. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics, regulatory reporting, and healthcare information processes.
The company has 110 offices in 35 countries globally. With more than 22,000 clients spanning the health and financial services industries, the company’s customers’ needs and requirements are always at the forefront of its strategy. The company provides the global financial services industry with a broad range of software-enabled services, which consist of software-enabled outsourcing services and subscription-based on-demand cloud solutions, which are managed and hosted at its facilities, and specialized software products, which are deployed at its clients’ facilities. The company’s software-enabled services, which combine the strengths of its proprietary software with its domain expertise, enable its clients to contract with it to provide many of their mission-critical and complex business processes. For example, the company utilizes its software to deliver comprehensive fund administration services to alternative and traditional asset managers, including fund manager services, transfer agency services, funds-of-funds services, tax processing, and accounting. The company offers clients the flexibility to choose from multiple software delivery options, including on-premise applications and hosted, multi-tenant, or dedicated applications. Additionally, the company provides clients with targeted, blended solutions based on a combination of software and software-enabled services.
The company also serves the healthcare industry through its SS&C Health services and technology-enabled business. The core purpose of the company’s health business is to enable its clients to provide better healthcare to their members. With a demonstrated commitment to invest and innovate, its solutions include pharmacy and medical claims processing, clinical programs, population health analytics, digital workers, and member engagement, all delivered in a cloud-enabled, cost-efficient service model at scale. SS&C Health targets health plans and pharmacy benefit managers, specifically, those catering to government-funded member segments and those seeking a flexible and scalable alternative to larger integrated vendors. As a comprehensive health partner, the company’s range of solutions spans across health plan operations. These options encompass core claims processing, operational software, and high-value applications for risk adjustment and quality management. These solutions enable the company to effectively meet the needs of a wide-ranging population of payer clients across all market segments.
The company generates revenues primarily through its high-value software-enabled services. The company’s software-enabled services are provided under contracts with initial terms of one to five years that require monthly or quarterly payments and are subject to automatic annual renewal at the end of the initial term unless terminated by either party. The company also generates revenues by licensing its software to clients through either perpetual or term licenses and by selling maintenance services. Maintenance services are generally provided under annually renewable contracts.
In 2024, the company generated 73% of its revenues from clients in North America and 27% from clients outside North America.
The company serves a number of vertical markets within the financial services and healthcare industries. The company’s financial services clients include alternative investment funds, investment management firms, institutional and retail asset managers, insurance companies, registered investment advisors (‘RIAs’), wealth managers, banks, and brokerage firms. The company’s healthcare clients include individual and government-sponsored health plans and healthcare providers.
As of December 31, 2024, the company had more than 23,000 development, service, and support professionals with significant expertise across the industries it serves and deep working knowledge of its clients’ businesses.
SS&C owns and operates a global data center footprint to ensure high uptime and regional service delivery for the company’s customers. The company’s facilities are strategically placed for regional customers and highly scalable. The SS&C Private Cloud delivers the company’s software with very high throughput. The company’s goal is to manage the infrastructure end-to-end and to limit third-party reliance outside of its control.
SS&C also offers infrastructure and managed IT services through the company’s data centers and private cloud. By handling end-to-end infrastructure management, the company reduces reliance on external providers, enhances security, and maintains strict compliance standards. The company’s managed IT services include design, deployment, maintenance, and ongoing monitoring of clients’ technology stacks.
Business Strategies
The company’s strategies are to build upon and extend its leadership position in software and software-enabled services in the financial services industry; capitalize on longer-term secular growth trends in financial services and healthcare industries; continue to capitalize on acquisitions of complementary businesses and technologies; strengthen the company’s international presence; and increase profitability through margin expansion.
Acquisitions
In September 2024, the company acquired Battea-Class Action Services, LLC, which added expertise in all stages of filing and processing settlement claims in connection with antitrust, securities litigation, and settlement recovery services.
Products and Services
The company’s products and services allow professionals in the financial services and healthcare industries to automate complex business processes and are instrumental in helping the company’s clients manage significant information processing requirements. The company’s solutions enable its clients to focus on core operations, better monitor and manage business performance and risk, improve operating efficiency, and reduce operating costs. The company’s portfolio of products and software-enabled services allows its financial services 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, as well as compliance and tax reporting. The company’s healthcare solutions include claims adjudication, benefit management, care management, and business intelligence solutions.
Software-enabled Services
SS&C GlobeOp – Ranked ‘#1 Largest Administrator – All’ based on Convergence’s 2024 Global Fund and AUA, and winner of ‘Best Administrator – Relationship Management in Private Equity Administration’ by Global Custodian’s 2024 Industry Leaders Awards, SS&C GlobeOp serves a worldwide clientele. Strategies include hedge funds, private equity funds, funds of funds, real asset funds, managed accounts, family office, and undertakings for collective investments in transferable securities (‘UCITS’), with more than $2.5 trillion in alternative assets under administration. SS&C provides a full suite of comprehensive capabilities, including, but not limited to: global regulatory compliance reporting, tax reporting, risk reporting, net asset value (‘NAV’) calculations, valuation services, daily reconciliation of cash and security balances, full investor and transfer agency services, and automated support of post-trade activities. In addition, SS&C GlobeOp provides similar middle- and back-office outsourcing services and application hosting to institutional asset managers, insurance companies, and real estate investment trusts. With the company’s recent acquisition of Battea Class Action Services, SS&C GlobeOp now offers securities class action claims and settlement recovery services to institutional investors.
Global Investor and Distribution Solutions (‘GIDS’) – Utilizing proprietary software applications, GIDS delivers global transfer agency and investor servicing powered by a single global servicing platform. The platform provides investors, advisers, and asset managers with unique data-driven operational insights, real-time transparent oversight, intelligent automation, and state-of-the-art digital tools. Investor servicing is offered in many different countries, including the U.S., Canada, the U.K., Ireland, Luxembourg, Australia, Hong Kong, and Singapore. SS&C also services mutual fund structures in many other fund domiciles. In addition, GIDS leverages SS&C’s global regulatory expertise to provide a consistent global approach to regulatory compliance, enabling providers to lower risk and improve client service. Services include anti-money laundering and fraud detection, blue sky administration and reporting, event center services, reconciliation, remittance, registered fund services, and trade monitoring/surveillance. Bluedoor, SS&C’s integrated registry system for U.K. and Australian wealth managers and fund platforms, delivers real-time automation and streamlined processes, enhancing efficiency and reducing costs. Integrated with intelligent business process management and digital applications, it facilitates effective customer engagement and product deployment flexibility.
SS&C Retirement Solutions – SS&C’s retirement solutions business provides technology, administration, and record-keeping processes on TRAC’s end-to-end digital platform. SS&C supports organizations representing more than 12 million participants and approximately 400,000 plan sponsors. The company’s digital retirement solutions help financial services providers drive more efficient processes, move critical yet cumbersome procedures online, and implement a flexible platform for growth. Services include outsourced recordkeeping and call center operations, SaaS recordkeeping, rollover and income portability, retirement intelligence, advisor practice management, personalized education, and financial wellness. The U.K. and Australian markets include pensions and actuarial services, superannuation, and transfer value analysis.
CRM Solutions - SS&C offers multiple Customer Relationship Manager (‘CRM’) capabilities that store end-client data and seamlessly integrate with its other offerings. The company’s CRM capabilities create efficient workflows for typical business processes and enhance processes for sales, service, and analytics. SS&C’s Salentica CRM is purpose-built for asset and wealth managers and built on top of the leading CRM platforms at Salesforce and Microsoft. SS&C’s Tier1 supplies CRM capabilities to sell-side financial services firms, including research, trading, and sales teams within capital markets groups, and provides a deal management CRM experience to investment banks.
Managed Services – The company’s Managed Services provides a full spectrum of tailored options to its clients’ specific needs, from cloud-delivered technology to co-sourcing specific workflows to full outsourcing of operational processes, including data management services, such as full account aggregation, daily portfolio reconciliation, corporate actions processing, and reference data management.
Data Solutions – Data Solutions consists of a vast network supporting the automated delivery of custodial and other counterparty data, global market data, loan data, corporate actions, and more.
Advent Custodial Data provides account-level information from a firm’s custodian(s) through a single, secure connection to a data network managed by Advent. Using Custodial Data, firms can reconcile positions, transactions, and cash activity on an exceptions-only basis, or firms can post data directly into their portfolio accounting system.
ALPS Advisors – ALPS Advisors is a comprehensive suite of asset servicing, distribution solutions, and asset management for open-end mutual funds, closed-end funds, exchange-traded funds, and alternative investment funds. Focusing on the needs of small- to medium-sized funds that require a broad set of customizable services, the company provides compliance, creative services, medallion distribution, fund administration, fund accounting, legal, tax administration, transfer agency, and asset management services. The company’s distribution services range from consulting to active wholesaling and marketing, including closed-end funds initial public offering launch platform services. The company also offers products designed to assist clients in meeting the expanding needs associated with distributing U.S. investment products through financial intermediaries. The company serves as the asset manager to proprietary open-end mutual funds, closed-end funds, and exchange-traded funds through active management and the utilization of sub-advisors and index providers. Additionally, the company offers data analytics and consulting services in the U.S. to help its clients gain actionable insights into the needs and preferences of their customers.
Virtual Data Rooms (Intralinks) – Intralinks Virtual Data Rooms (‘VDRs’) are designed for mergers and acquisitions (M&A), alternative investments, and capital markets communities. The Intralinks VDR is a rich SaaS application providing a secure, customizable environment for dealmakers to exchange sensitive documents and information. Within M&A, the VDR is primarily used for sharing content during due diligence. For alternative investments, VDRs are used to facilitate fundraising and fund reporting. Customers working in debt capital markets use VDRs for managing the lifecycle of financing deals.
Healthcare Services
Pharmacy Solutions – The company uses its proprietary software applications to provide pharmacy health management solutions supporting commercial, Medicaid, and Medicare Part D plans. These services include pharmacy claims administration, pharmacy network solutions, government programs administration, formulary and rebate management, trend control, and quality compliance programs, member services, and discount drug card programs.
DomaniRx – Domani Rx, LLC, the company’s joint venture with Humana and Elevance Health, provides healthcare organizations with end-to-end transparency and data analytics to help them keep up with an ever-changing regulatory environment. This claims adjudication platform leverages SS&C’s technology capabilities and resides on SS&C’s private cloud. The outcome is a unified, cloud-native user experience featuring demonstrated scalability, resilience, and best-in-class transactional processing capabilities.
Healthcare Administration – The company’s proprietary software applications deliver medical claim administration services, health plan compliance, and revenue integrity services for payers and providers in the domestic healthcare industry. Healthcare administration services are offered via software license, remote, or business process outsourcing. Solutions are offered as stand-alone components to complement existing operations/systems or integrated into a core administration package.
Healthcare Optimization – The company offers comprehensive care management, population health analytics applications, and a customizable member portal to optimize client revenue. The company’s integrated care management solution comprises a real-time, intuitive, and workflow-driven suite supporting clients in enhancing member outcomes and effectively managing costs. The company provides population health analytics via both a proprietary solution for certified HEDIS® measures and exclusive distribution of the Johns Hopkins ACG® System (Adjusted Clinical Groups) to health plans in the United States. Long recognized as a worldwide leader in population health analytics, the ACG System delivers actionable insights to address patient care needs, integrate SDoH (Social Determinants of Health), and measure Health Equity. The company’s platform-agnostic member portal enables 24/7 access to personalized benefit information.
Software License, Maintenance, and Related
Portfolio/Investment Accounting and Analytics Software
The company provides comprehensive, integrated software solutions to help its clients streamline operations and accelerate global accounting processes. The company’s portfolio accounting solutions provide seamless front-to-back-office integration, with the flexibility to meet the unique accounting needs of its customers and virtually unlimited scalability to accommodate growth. The company’s fund accounting solutions meet the challenges of high-volume, global fund managers with support for complex, multi-asset class, and multi-currency strategies. The company also has solutions catered to insurance accounting and commercial, consumer, and residential loan accounting.
Black Diamond Wealth Platform – Black Diamond offers independent advisors, wealth managers, independent broker-dealers (‘IBDs’), and aggregators an innovative and dynamic portfolio management and reporting solution delivered through an easy-to-use, feature-rich web-based application. As a cloud-based product offering, advisors can access Black Diamond's customizable portfolio management and reporting online from anywhere, anytime without the need to maintain costly technology infrastructures. Black Diamond also provides outsourced daily reconciliation and data management services so firms can focus their efforts on servicing clients and growing their business rather than managing complex back-office functions.
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, light trade capture, and risk capabilities. In addition, its ‘main memory’ database offers more accurate and flexible reporting and eliminates batch processing and time-consuming error corrections. As a result, Geneva enables firms to grow into new markets, deliver greater operational efficiencies, enhance investor service, process high trade volumes across multiple securities, improve compliance and security, and lower operating costs and risks.
Advent Portfolio Exchange – Advent Portfolio Exchange (‘APX’) is a comprehensive portfolio management solution for asset managers and wealth managers worldwide, which integrates the front-office functions of prospecting, marketing, CRM, and internal business management with the back-office operations of portfolio accounting, performance measurement, and reporting. It allows firms to manage high-net-worth and institutional clients through a comprehensive range of capabilities, including customized reporting, automated report packaging, and performance analytics.
SS&C Singularity – The company’s first intelligent investment operations, accounting, and analytics system – a cloud-based solution designed to support the operating model of financial institutions. Singularity uses artificial intelligence, machine learning, robotic process automation, intelligent workflow optimization, and advanced predictive analytics to drive significant cost savings and continuous operational improvements for its clients.
Global Wealth Platform (‘GWP’) – GWP is the company’s comprehensive, cloud-based solution that enables wealth managers to manage the entire investment process on a single platform, leveraging a single database. GWP bridges the front-, middle-, and back-offices and ensures data consistency across all phases of the investment process. This solution simplifies the management of complex investment strategies with the support of all asset classes and multi-currency capabilities in one system. In addition, automation and integration eliminate offline workarounds and manual processes.
HiPortfolio – HiPortfolio is an investment accounting and asset servicing solution for third-party administrators, asset managers, and insurance firms in more than 35 countries. With broad instrument coverage and multi-currency capabilities, HiPortfolio allows the company’s clients to manage the full transaction lifecycle, from trade capture, investment accounting, and fund administration, through cash management, reconciliation, corporate actions processing, unit pricing, and taxation, to performance measurement and attribution.
InnoTrust – InnoTrust supports the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for, and report on assets held in trust, wealth, and retirement accounts. InnoTrust is web services/API enabled and provides a full suite of portfolio management tools, including rebalancing, trade blotters, trade order management, and integrated performance reporting.
Genesis – Genesis is an all-new investment operations platform that provides extensive asset class and functional support across the front-, middle-, and back-office. Built natively for the cloud with advanced technology, Genesis features an innovative user experience, actionable monitors, notifications, and alerts infused with AI. Smart, innovative technologies matched with deep functionality streamline clients’ businesses and provide users with critical business intelligence via machine learning, workflow engine, and KPI and system health monitoring.
Portfolio Management Software
Performance and Performance Attribution (Sylvan) – SS&C’s performance measurement, attribution, and composite management platforms streamline the calculation and reporting of performance while enabling its clients to analyze the sources of return. It supports multiple attribution methodologies, customized benchmarking, and composite management. The company provides full support for industry-mandated Global Investment Performance Standards (‘GIPS’) performance reporting standards.
Reporting (Vision FI) – SS&C Vision FI (Financial Insights) is a comprehensive, end-to-end solution for designing, producing, and distributing client communications. It enables financial organizations to create high-quality reports in a matter of minutes. In addition, the system enables the company’s customers to deliver information to clients through their preferred channels, whether print, email, or online through a customizable portal.
Reconciliation (Recon) – SS&C’s Recon is a highly scalable reconciliation and exception management system that gives its customers more control over the accounting lifecycle, including account, cash, and position reconciliations. With data translation, rules-based matching, and superior investigative tools, the company’s Recon solution streamlines operational efficiency, delivering full visibility into cash, holdings, transactions, trial balances, and security masters.
Trading Software
Order Management (Moxy, Eze OMS) – SS&C’s trade order management systems provide centralized platforms for making and managing trade order decisions quickly and confidently. The platforms have built-in connectivity between asset managers and multiple brokers, counterparties, custodians, and trading venues, giving the company’s clients control and visibility across the entire trading process, from asset allocation to settlement.
Execution Management (Eze EMS) – SS&C’s multi-broker execution management system is a high-speed cloud-based platform that provides traders with centralized access to aggregated liquidity for trade execution, critical trading data, and insight for making fast and informed decisions, as well as the tools necessary to dynamically manage positions, portfolios, and trading risk across global equity, futures, and options markets.
Eze Eclipse – Eze Eclipse is a cloud-native front-to-back investment management platform, designed to streamline trading operations, optimize efficiency, and minimize the total cost of ownership for investment managers. Eze Eclipse allows the company’s clients to trade efficiently with optimized order routing, pre-defined allocation schemes, on-the-fly allocation tools, and critical data summaries, effortlessly reconciling positions, cash, and transactions to third parties.
FIXLink – A FIX messaging community that provides access to a network of brokers and trading platforms. It is designed to help capital market participants connect with other parties quickly and efficiently. It is one of the largest and most robust FIX networks in the industry, with market participants in more than 80 countries.
Automation Solutions
Blue Prism – Blue Prism's Intelligent Automation Platform (‘IAP’) combines the power of AI and machine learning to deliver digital workers that take away the mundane tasks human workers are overloaded with, empowering them to focus on the profit-driving initiatives only people can do. SS&C Blue Prism customers gain instant access to an already AI-equipped digital workforce, along with the capabilities needed to build, delegate, and control automations. Blue Prism's IAP provides everything the company’s clients need to serve their customers in today's demanding world with a secure, stable, and compliant environment that propels digital transformation. The SS&C Blue Prism team supports this process through automation specialists, pre-built automations, training and certification, and its customer support.
SS&C Chorus – Chorus is the company’s digital process automation product suite, encompassing intelligent automation, business process management, content management, case management, outbound communications, and a low-code development platform. Chorus is deployed globally in many industries, including asset management, life insurance, variable annuities, healthcare, property and casualty insurance, banking, and wealth management. The value proposition combines the core software with its global professional services organization and secure private cloud application hosting.
Banking and Lending Solutions
EVOLV – EVOLV is a comprehensive, cloud-based, end-to-end accounting solution for financial institutions that integrates and automates all risk and finance processes relating to a loan portfolio, from data capture to back-end reporting and analytics. It streamlines loan accounting, increases efficiency, assures data integrity, and strengthens compliance.
Precision LM – Precision LM is a single database application that provides comprehensive commercial loan management from initial request to final disposition. Precision LM manages all aspects of the company’s clients’ loan process, including pre-qualifying loan requests, processing applications, commitment processing, loan disposition, servicing, and accounting.
Research, Analytics, Risk, and Training
Algorithmics – Algorithmics’ cloud-based solutions deliver risk analytics to address the impact of business and regulatory changes. The solutions, including counterparty credit risk, financial risk APIs, risk for insurance, and workspace analyzer, along with others, address market, credit, and liquidity risk, as well as capital management.
Tamale RMS – Tamale RMS is a purpose-built research management solution, enabling investment analysts and portfolio managers to organize an escalating volume of research data and apply it more effectively in due diligence. It is a centralized repository for capturing, managing, and sharing every piece of research received or created.
Research, Analytics, and Consulting – SS&C’s Research, Analytics, and Consulting (‘RAC’) group helps leading companies in the financial services industry manage data, gain insight, and ignite change in their business. Through effective use of advanced analytics, research, and distribution intelligence technologies, SS&C RAC enables businesses to better understand, predict, and optimize key business factors impacting their asset growth and profitability.
Learning Institute – The SS&C Learning Institute is an education, training, and research organization dedicated to enriching investment management professionals and those seeking careers in financial services. The company’s digital library, instructor-led classes, and blended programs are used by many of the world’s leading wealth management firms, investment banks, insurance companies, hedge funds, commercial banks, and other asset management companies. In addition, the SS&C Learning Institute offers customized learning paths to enhance the business and finance programs of colleges and universities.
Professional Services
The company offers a range of professional services to assist clients. Professional services consist of consulting and implementation services, including the initial installation of systems, conversion of historical data, and ongoing training and support. In addition, the company’s in-house consulting teams work closely with clients to ensure the smooth transition and operation of its systems. The company’s consulting teams have a broad range of experience in the financial services industry. They include certified public accountants, chartered financial analysts, mathematicians, and IT professionals from the asset management, real estate, investment, insurance, hedge fund, municipal finance, banking, and healthcare industries.
Clients
The company’s global financial services and healthcare clients require a full range of information management and analysis on a timely and flexible basis. The company’s financial services clients include multinational banks, retail banks, and credit unions, hedge funds, private equity funds, funds of funds, and family offices, institutional and retail asset managers, insurance companies, and pension funds, municipal finance groups, brokers/dealers, financial exchanges, commercial lenders, real estate lenders, and property managers. The company’s healthcare clients include health insurance companies, health plans, and benefits administrators. The company’s clients include many of the largest and most well-recognized financial services and healthcare firms. During the year ended December 31, 2024, the company’s top 10 clients represented approximately 15% of total revenues.
Sales and Marketing
A direct sales organization is essential in successfully implementing the company’s business strategy. The personnel in the company’s sales organization understand the complexity and importance of the operations and information managed by its products, as well as the regulatory and reporting requirements of each industry. The company’s dedicated direct sales and support personnel are located in offices worldwide and regularly undergo product and sales training. The company’s marketing team has extensive experience in the financial services and healthcare industries. They identify market trends and create targeted programs to engage its prospects and further develop its client relationships.
Product Development and Engineering
For the year ended December 31, 2024, the company’s research and development expenses were $517.7 million.
Competition
Hedge Funds and Private Markets
Major competitors in this market include large custodian banks, such as State Street, BNY Mellon, Northern Trust, and CITCO Group.
In the field of hedge fund and private market investor portal technology, the company competes with point solutions providers, as well as full-suite providers of alternative investments software solutions, such as eFront, a Blackrock Company, and Allvue Systems.
Asset Management
Competitors in this market range from larger providers of integrated portfolio management systems and outsourcing services, such as BNY Mellon Financial and State Street, to smaller providers of specialized applications and technologies, such as SimCorp and Empower.
Healthcare
The company competes with other third-party vendors, such as Evernorth Express Scripts/Cigna, CVS Caremark, UnitedHealth/OptumRx, and companies that perform their services in-house with licensed or internally developed systems and processes.
Insurance
Competitors in this market range from large providers of investment operations, accounting, and analytics systems, such as State Street (Princeton Financial Systems), Clearwater Analytics, and FIS, to smaller providers of specialized applications and services.
Wealth Management
The company’s competitors include Envestnet, Orion, Addepar, SEI’s wealth management platform, and custodians, such as Charles Schwab, Fidelity, and Raymond James.
Retirement
Competitors in this market range from large firms whose principal businesses include providing recordkeeping services, such as Empower, Fidelity, and Vanguard, to providers of specialized applications and technologies, such as FIS. The company also competes with outsource providers like Infosys, TCS, and Wipro.
Commercial Lending
Competitors in this market range from large competitors whose principal businesses are not in the loan management business, such as PNC Financial Services (Midland Loan Services) and McCracken Financial Solutions Corporation, to smaller providers of specialized applications and technologies.
Virtual Data Rooms
For mergers and acquisitions use cases, the company’s principal direct competitors include global services and technology vendors, such as Datasite and Donnelly Financial Solutions. For debt capital and secure collaboration use cases, the company faces competition from software solutions vendors, such as IHS Markit and FIS, and indirect competition from general-purpose file-sharing solutions, such as Box and Dropbox.
Trading Software
Competitors in this market range from small providers that specialize in trading capabilities, such as Flextrade, to larger providers that offer trading as part of a broader portfolio of capabilities, including Bloomberg and State Street.
Robotic Process Automation
In the company’s RPA market, it competes with other technology vendors, such as UI Path and Automation Anywhere, professional service organizations that develop their own products or create custom software in conjunction with rendering RPA services, as well as clients' internal information systems departments.
Proprietary Rights
The following are some of the company’s registered trademarks and/or service marks in the U.S. and/or in other countries: ADVENT, ADVENT CORPORATE ACTIONS, ADVENT CUSTODIAL DATA, ADVENT GENESIS, ADVENT ONDEMAND, ADVENT PORTFOLIO EXCHANGE, ALGO, ALGORITHMICS, ALTSERVE, ADVENT REVENUE CENTER, ADVICEPLUS, ADVISORWARE, ALL-STAR FUNDS, ALPS, AXYS, BATTEA, BENEFIX, BLACK DIAMOND, BLUE PRISM, CARESTEPP, CHARTSOURCE, THE CLAIMS ENGINE, DBC, ECLIPSE, EZE, EZE CASTLE, EZE ECLIPSE, FAN, FAN MAIL, FIXLINK, GENEVA, GLOBEOP, GLOBEOP HEDGE FUND INDEX, GOREC, GORISK, INTRALINKS, KNOW YOUR RISK, LIBERTY ALL-STAR FUNDS, MARGINMAN, MARK-TO-FUTURE, MAXIMIS, MINERALWARE, MOXY, MYPLANNETWORK, PACER, PAGES, PORTIA, PORTPRO, REALTICK, RECON, RICC, ROLLOVER CENTRAL, RISKWATCH, ROM, ROM ARCHITECT, SAVANTRX, SKYLINE, SS&C, SS&C BLUE PRISM, SS&C SINGULARITY, SS&C SMARTSOURCE, SS&C TAX BRIGHTLINE, SS&C TAX OPTIMIZER, SYNCOVA, SYLVAN, TA2000, TAMALE, TAMALE RMS, TIER1CRM, TIER1 SECURITY ENGINE, TRAC, TRADETHRU, TRADEWARE, VISION, WALLETSHARE, and ZOOLOGIC.
History
SS&C Technologies Holdings, Inc. was founded in 1986. The company was incorporated in Delaware in 2005.
