What is SS&C Family Office Services?

SS&C Technologies' Family Office Services offers a powerful cloud-based solution designed to enhance and automate numerous family office operations. This innovative platform integrates multi-currency portfolio management, financial and partnership accounting, tax and transaction assistance, reconciliation, and reporting into a unified system that significantly reduces risk, lowers costs, and minimizes manual labor. It is tailored to handle complex asset classes, intricate ownership structures, sophisticated investment approaches, and regulatory standards, guaranteeing accurate, audit-ready financial statements, performance indicators, and thorough transaction transparency. With the support of a dedicated team of professionals, this service enables comprehensive automation, covering everything from daily data gathering to the month-end closing process, which in turn increases oversight, separates duties effectively, and boosts operational efficiency. The platform's flexibility and scalability make it suitable for both single-family and multi-family offices, and it seamlessly incorporates various leading SS&C technologies, offering a versatile solution for a wide range of family office needs. Moreover, its intuitive interface and accessibility empower families to manage their wealth with unprecedented effectiveness, ultimately fostering more informed decision-making and strategic financial planning. This ensures that families can navigate the complexities of wealth management with confidence and clarity.

Screenshots and Video

SS&C Family Office Services Screenshot 1

Company Facts

Company Name:
SS&C Technologies
Date Founded:
1986
Company Location:
United States
Company Website:
www.ssctech.com/industry/hedge-fund/family-office

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

SS&C Family Office Services Categories and Features