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What is SS&C EVOLV?

SS&C EVOLV delivers a powerful, cloud-based accounting system tailored specifically for financial institutions, effectively integrating and streamlining all risk and finance operations related to loan portfolios, from the initial data gathering to detailed back-end analytics and reporting. This innovative platform not only boosts the efficiency of loan accounting but also guarantees data precision, strengthens compliance, and enables managers to focus on making well-informed decisions. Moreover, it is distinguished as the sole risk and finance solution that can adeptly adjust to the changing landscape of accounting standards. By automating and unifying risk and finance activities, it reduces dependence on obsolete manual processes and spreadsheets that are often managed outside of the loan servicing system. Additionally, it tackles reserving challenges by empowering users to comply with emerging loan loss methodologies like CECL and IFRS9. It further improves compliance readiness and reporting capabilities through enhanced automation and data accuracy, allowing institutions to confidently meet regulatory demands. Ultimately, SS&C EVOLV equips organizations to thrive amidst the complexities of a rapidly evolving financial landscape, ensuring they remain competitive and agile in their operations.

What is LinxCRM?

Standard CRM solutions frequently fail to address finance-related particulars such as loans, insurance, commissions, or investment information, which complicates the ability to generate reports on these critical areas. Often, they lack designated fields for inputting this data, resulting in a significant functional shortcoming. In stark contrast, LinxCRM has been meticulously crafted by financial industry professionals to specifically serve the needs of the financial sector, ensuring a deep understanding of finance's complexities. Unlike traditional web-based platforms that could compromise your privacy, LinxCRM guarantees complete control over your client data while providing secure remote access through a "private cloud." Astoundingly, even our team is unable to access your information! For organizations operating in diverse financial domains, LinxCRM eliminates the need to manage multiple systems, as it integrates all components into a single, cohesive client record. This integration enables you to easily review each client's full portfolio of loans, policies, properties, and more, while simultaneously keeping your compliance documentation well-organized and readily available. Consequently, LinxCRM not only boosts operational efficiency but also fortifies your data security and privacy. By choosing LinxCRM, you can focus more on your clients and less on administrative burdens, ultimately paving the way for improved client relationships and business growth.

Media

Media

Integrations Supported

Infracommerce
Uptix

Integrations Supported

Infracommerce
Uptix

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com

Company Facts

Organization Name

Linx Software

Company Location

Australia

Company Website

www.linxcrm.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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