SS&C Technologies Among Apps Top 500

80 Lamberton Road

Windsor, CT, 6095, USA

1 800-234-0556

List of Verified SS&C Technologies Customers

SS&C Technologies Recent Developments

In September 2018 SS&C Technologies Holdings released during SS&C Deliver, a new Rebalancer solution fully integrated with the latest version of the Black Diamond® Wealth Platform, known as BD3.


The Rebalancer is the newest Black Diamond enhancement to help differentiate high-net-worth client advisors in a very competitive market. Rebalancing software is one of the most important pieces of technology as it impacts multiple facets, including investment strategies, risk tolerance, taxes and more.


The Black Diamond product team incorporated feedback throughout the development process. Long-time client, AdvicePeriod was a key beta user influencing the process and testing the new product. The new Black Diamond Rebalancer provides functionality including proactive notifications on the drift, portfolio cash needs, and tax loss harvesting opportunities. The Rebalancer also features N-tier modeling, which allows advisors to efficiently manage models and use them as building blocks when creating client investment strategies.


In the same period, SS&C Technologies Holdings launched Salentica Data Broker, an independent solution for secure data integration. Advisors can now use Salentica Data Broker with Microsoft Dynamics 365 and Salesforce, two of the largest CRM platforms on the market. Salentica Data Broker is a state-of-the-art integration solution that enables secure data sharing with other applications used by wealth advisors, asset managers, and their clients.


The solution integrates with Schwab OpenView Gateway, TD Ameritrade Institutional’s Veo, Fidelity WealthscapeSM, Black Diamond Wealth Platform, Advent APX, and Axys, MoneyGuidePro, and Modestspark. Salentica Data Broker bridges the gap between siloed or disconnected data, supplying firms with a 360-degree view of clients. The solution standardizes the volume and frequency of data integrations, creating cost and time savings for clients.


The architecture of Salentica Data Broker allows advisors to plug the solution into their existing Salesforce or Microsoft Dynamics platform, eliminating costly data migrations and user training costs associated with moving to a new deployment.

SS&C Technologies M&A Activities

In November 2018, SS&C Technologies acquired Intralinks, a leading financial technology provider for global banking, deal-making and capital markets communities. Intralinks facilitates strategic initiatives including mergers and acquisitions, capital raising and investor reporting by enabling and securing the flow of information.


Intralinks also provides the leading investor communications platform for private equity and hedge fund professionals with the largest hosted community of general and limited partners for the alternative investments industry. Intralinks brings to SS&C over 800 employees globally and more than 4,000 clients including banks, alternative and blue-chip corporate clients.


In October 2018, SS&C Technologies acquired Eze Software, a leading global provider of investment management solutions. Eze Software serves asset managers, including a mix of hedge fund, long-only asset manager, multi-manager and asset owner clients. As a result of the acquisition, SS&C adds 1,050 employees in 15 offices and more than 2,500 clients across five continents. Under the terms of the agreement, SS&C purchased Eze Software in an all-cash transaction of $1.45 billion.


In 2017, Eze Software had total revenues of $280 million and Adjusted EBITDA of $105 million. As previously announced, SS&C expects $30 million of run-rate costs savings, achieved by 2021. SS&C funded the acquisition with a combination of cash and $875 million in incremental term loan debt. The transaction is expected to be immediately accretive to adjusted earnings per share.

SS&C Technologies Overview

Ownership: - SSNC : NasdaqGS

Employees: 8287

Functional Market: Customer Relationship Management, ERP Financial Management, ERP Services and Operations Management,

Key Verticals: Banking and Financial Services, Construction and Real Estate, Government,

SS&C Technologies Key Enterprise & Cloud Applications

SS&C Cloud Solutions,

SCORES Analysis

SS&C Technologies Strengths

After making dozens of acquisitions since 1995, SS&C Technologies has become one of the leading applications vendors for the financial services industry. It primarily targets buy-side clients such as investment managers and hedge funds in North America, Asia and Europe.


SS&C’s software products and services are designed for front-to-back office operations including trading and modeling, portfolio management and reporting, as well as accounting, performance measurement, reconciliation, reporting, processing, and clearing.


SS&C complement its acquisition strategy with a relentless focus on research and development. They developed and released Precision LM, a comprehensive commercial loan origination and servicing system, including performance and tax optimization modules. Their real time mobility technology allows their clients to verify cash movements as well as review other operational details from their phones and tablets.

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  • Key differentiators
  • Domain Expertise
  • Product portfolio
  • Solution scope

SS&C Technologies Revenues, $M:

Type/Year 2016 2017 YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe
Enterprise Applications Revenues, $M Subscribe Subscribe Subscribe
Cloud Applications Revenues, $M Subscribe Subscribe Subscribe

* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

SS&C Technologies Revenue Breakdown By Type, $M:

Type License Services Hardware Support & Maintenance SaaS
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe

SS&C Technologies Revenues By Region, $M

Region % of Total Revenues 2017 Total Revenues, $M 2017 Enterprise Applications Revenues, $M 2017 Cloud Applications Revenues, $M
Americas Subscribe Subscribe Subscribe Subscribe
EMEA Subscribe Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe Subscribe
Total Subscribe Subscribe Subscribe Subscribe

SS&C Technologies Direct vs Indirect sales

Region Direct Sales Indirect Sales Total
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

SS&C Technologies Customers

No. of Customers: Subscribe

No. of Enterprise Applications Customers: Subscribe

No. of Cloud Customers: Subscribe

No. of Cloud Subscribers: Subscribe

Don't Miss our Customer Database

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  • Reference wins across regions
  • Customer Size segments
  • Customer wins momentum

SS&C Technologies Opportunities

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  • Market Opportunities at the vertical and subvertical levels
  • Mergers and Acquisitions (M&A), Funding
  • Geo Expansions

SS&C Technologies Risks

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  • Ability to handle internal and external risk and challenges

SS&C Technologies Ecosystem

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  • Health of ecosystem
  • Network Effects of BPO, ISV, SI
  • VAR Partners
  • Direct vs Indirect sales

SS&C Technologies Cloud Infrastructure Insights

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  • Cloud Infrastructure (IaaS)
  • Cloud Platform (PaaS)
  • Cloud Application delivery (SaaS)
  • Data Center (Hosting)

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link:


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