SS&C Technologies

Millennium Consulting Services is a provider of regulatory consulting and administrative services primarily focused on the insurance industry. Based in Raleigh, North Carolina, the company caters to insurance companies, regulators, and related entities across the United States, the Virgin Islands, and Puerto Rico. Its comprehensive portfolio includes statutory outsourcing, investment outsourcing, quality control reviews, advisory services, and risk analysis, all designed to help clients navigate the complexities of statutory accounting and reporting regulations. Through its educational training and consulting offerings, Millennium Consulting aims to support clients in meeting their regulatory obligations effectively.

Millennium Seminar Service provides private seminars for insurance companies, insurance regulators, CPA firms, and other entities in the insurance industry. Our seminars are taught by statutory accounting professionals with years of experience in insurance regulation including tenures at insurance companies, insurance trade associations, insurance departments, and the NAIC. In addition, we have extensive practical experience in preparing and filing statutory reports including the annual and quarterly statements and Risk-Based Capital.

SS&C Innovest provides financial technology solutions tailored for trust, wealth management, and retirement professionals. Based in New York, the company delivers a software-as-a-service platform that enables clients to efficiently manage trust and investment portfolios, acquire new customers, and effectively report results. Innovest oversees over $425 billion in assets under administration and processes more than 4 million payments annually. Additionally, the firm offers fulfillment services for over 10 million documents each year, including checks, advisories, and tax forms, catering to the needs of trust and wealth management companies, global custodians, and investment advisors.

CLPSI provides business process management, technology and consultancy services to the international life and pensions sector. The business offers financial and back-office administration services, claims management, actuarial and financial reporting, investment administration, product and IT development, and business transformation services.

Vidado offers a cloud-based solution that specializes in digitizing and enriching data from various sources, including paper documents. Its AI-driven platform enables enterprise businesses to extract and digitize data efficiently, making previously inaccessible information usable. By utilizing the industry's largest human-verified dataset, Vidado ensures that the data provided is both accurate and ready for automation. This combination of advanced technology and verified data allows businesses to meet the demands for speed and quality in data processing.

Intralinks is a technology company that specializes in providing software-as-a-service (SaaS) solutions for secure enterprise content collaboration across various industries. Its cloud-based platform facilitates the management, control, and exchange of sensitive information both within organizations and externally. Key offerings include Intralinks Dealspace, a virtual deal room for managing strategic financial transactions, and Intralinks VIA, which supports enterprise content sharing and collaboration. The company also provides specialized tools such as Intralinks Debtspace for managing syndicated loans and Intralinks Dealnexus for online deal sourcing. Serving sectors like financial services, life sciences, technology, and manufacturing, Intralinks enables its clients to enhance productivity and ensure the security of their critical information. Founded in 1996 and headquartered in New York, Intralinks has evolved under the ownership of SS&C Technologies Holdings, Inc. and continues to cater to enterprises, financial institutions, and governmental agencies worldwide.

Eze Software Group LLC specializes in developing investment technology solutions tailored to the needs of front, middle, and back office operations within the financial services sector. The company offers a suite of products, including Eze OMS for investment process management, RealTick EMS for execution management, and Tradar PMS for investment operations. These solutions address various business requirements, such as trade execution, portfolio analytics, compliance reporting, and risk management. Eze Software aims to enhance operational efficiency and optimize investment processes for its diverse clientele, which includes broker-dealers, hedge funds, institutional asset managers, mutual funds, and pension funds. Founded in 1995 and headquartered in Boston, Massachusetts, Eze Software operates globally with additional offices across multiple continents. In 2013, it was rebranded from Eze Castle Software following the acquisition of its key products and the formation of a unified strategy for integrated financial technology solutions.

DST Systems, Inc. offers specialized technology and strategic advisory services, focusing on information processing and software solutions designed to enhance productivity and customer service for its clients. The company operates primarily in three segments: financial services, healthcare services, and customer communications. Its largest segment, financial services, encompasses a range of functions including transaction processing, account management, trade reconciliation, corporate actions, regulatory compliance, and tax reporting. DST Systems predominantly generates its revenue within the United States, catering to various industries with a commitment to improving operational efficiency and client satisfaction.

Modestspark, LLC is a software development company based in Redmond, Washington, established in 2012. The company specializes in creating client portal and contract management software tailored for advisory firms, particularly Registered Investment Advisors. Modestspark’s platform enhances client communication by providing experience enrichment tools, integrated reporting, and document management features. This digital service platform enables financial advisers and wealth management firms to deliver improved reporting and visualization tools to their clients. As of October 31, 2017, Modestspark operates as a subsidiary of SS&C Technologies Holdings, Inc.

CommonWealth Fund Services Ltd. is a fund administrator servicing more than $8 billion in assets from close to 100 domestic and offshore investment funds. CommonWealth calculates fund net asset values on a daily, weekly, monthly, or quarterly basis, acts as transfer agent, and supports its clients with financial statement and tax return preparation.

As a leading independent asset services firm, Conifer has over 200 clients worldwide representing more than $100 billion of combined assets under administration (AUA). Conifer’s success derives from our broad experience offering front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, funds of funds, family offices, private equity and venture capital.

Salentica Inc. provides client relationship management (CRM) and document management solutions for registered investment advisors, broker dealers, family offices, private and institutional wealth managers, trust companies, and private banks. It offers Microsoft Dynamics CRM and Salesforce CRM based software solutions; and deployment, training and support, data conversion, custom development, architecture, and business process optimization services. The company was founded in 1997 and is based in Toronto, Canada. As of October 20, 2016, Salentica Inc. operates as a subsidiary of SS&C Technologies Holdings, Inc.

Wells Fargo & Company is a diversified financial services firm that offers a wide range of banking, investment, mortgage, and consumer finance products and services to individuals, businesses, and institutions both domestically and internationally. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides essential services such as checking and savings accounts, credit and debit cards, and various lending products. Wholesale Banking focuses on commercial and corporate finance, offering services like traditional loans, cash management, and investment banking. Wealth and Investment Management delivers personalized financial planning, private banking, and investment services. With a history dating back to 1852 and a headquarters in San Francisco, Wells Fargo has established a significant presence with thousands of branches and ATMs across North America and beyond. The firm is recognized as one of the largest banks in the U.S. by assets and plays a crucial role in the financial landscape, serving millions of customers and employing a large workforce.

Nervanix, LLC is an educational technology company based in Naples, Florida, founded in 2014. It develops and distributes software that interacts with EEG devices to enhance student engagement and achievement by measuring attention levels. The company's primary products include Nervanix Clarity, which tracks learners' attention as they study; a specialized headset that integrates headphones, a microphone, and EEG technology; and Nervanix RAZR, a consumer electronics device that quantifies brain activity during cognitive tasks. Additionally, Nervanix Inform provides real-time feedback to educators regarding the attention levels of individual students or groups. The company also offers professional development courses and an API for content creators, allowing them to assess and refine their educational products while enabling online platforms to adapt to learners' attention in real time.

Provider of accounting compliance, analytics, valuation, and risk management software and outsourcing solutions to small, medium, and large size financial institutions. The company provides solutions focusing on loan and security portfolio management. It also offers business and information technology consulting services focusing on mortgage banking operations, front to back office fixed income processing, financial and regulatory compliance, and systems development and implementation.

Varden was founded in 1999 on the principal that financial software projects can be completed faster and more effectively by people who understand both the technical and business side of a project. The Varden team consists of individuals with proven technology skills and a strong knowledge base in financial services. For investment client reporting, eReportal is a data aggregation, reporting, and publication platform. It is open-ended from a data, presentation, workflow and deliverable-type standpoint. eReportal is built by investment technologists who understand the business and data of client reporting. From portal publication, pitchbook, client review, to statement automation, learn why eReportal drives a diverse set of client servicing and marketing strategies.

Advent Software, a business unit of SS&C Technologies, provides software products and services to investment management organizations worldwide. Founded in 1983 and headquartered in San Francisco, the company specializes in automating and integrating data and workflows within these organizations and with external partners. Advent offers a range of solutions, including software products, software-as-a-service hosting, data interfaces, and maintenance services that support essential functions in investment management. Additionally, the company provides professional services such as consulting, project management, implementation, training, and data conversion. With a client base of over 4,300 investment firms across more than 50 countries, Advent Software serves a diverse range of clients, including asset managers, wealth managers, hedge funds, and pension funds, helping them enhance efficiency and reduce risk in their operations.

DST Global Solutions is a prominent provider of technology solutions tailored for financial institutions, utilities, telecommunications, and communications sectors. With a client base exceeding 400 across approximately 45 countries, the company operates through five regional hubs and maintains 12 offices worldwide, ensuring 24/7 coverage to support its diverse clientele. Its software solutions encompass financial management, asset servicing, fund accounting, post-trade operations, and data management, enabling clients to enhance their operational efficiency. DST Global Solutions is trusted by a range of organizations, from single-site operations to some of the largest global entities, to effectively manage their business processes.

GlobeOp Financial Services specializes in turnkey, state-of-the-art, automated middle- and back-office support services and fund administration for hedge funds, fund managers and high net worth family wealth managers. The company provides independent services essential to the successful operation of private investment entities with activities ranging across a wide spectrum of traded instruments. GlobeOp completed its IPO in July 2007.

BenefitsXML is a leading provider of enterprise software and SaaS solutions for employee benefit service providers, including health and welfare carriers, insurance brokerages, TPAs and HR outsourcing firms. Since it was founded in early 2000, BenefitsXML has worked with some of the largest HR, payroll and benefits administration companies in the global business process outsourcing (BPO) industry.

Tradeware Global is a provider of electronic trading solutions that connect market participants to more than 58 marketplaces in more than 40 countries around the world. The company specializes in flexible Financial Information eXchange (FIX)-based equity order management systems, FIX connectivity solutions and full front-to-back office integration and compliance reporting services. Its open platform provides connectivity for approximately 95 percent of the buy side and all major U.S. listed and OTC marketplaces. Tradeware Global's unique cross-border trading solution, GlobalXTM enables market participants to anonymously trade with counter-parties in any regulatory jurisdictions, with the same cost and efficiencies as domestic investors.

TheNextRound, Inc. specializes in providing front and back office software solutions tailored for the private equity and alternative investment sectors. Established in 2002 and headquartered in Westborough, Massachusetts, with additional offices in New York and London, the company offers a comprehensive range of services including workflow analysis, data conversion, software installation, and client-specific modifications. It also provides training, hardware advisement, and technical support to ensure clients can effectively utilize its software. The company's solutions cater to general partners, limited partners, fund of funds, investors, hedge funds, and various service providers within the industry.

MAXIMIS is a real-time, intranet-enabled investment accounting application with comprehensive support for domestic and international securities trading.

Micro Design Services, LLC specializes in designing and developing electronic trading and support systems tailored for the financial industry in the United States. Established in 1990 and based in Parsippany, New Jersey, the company offers a range of products including the MarketLook Information System, which supports equities, options, and futures, as well as order management and routing systems. Their offerings also encompass a price reporting system, system management console products, and custom hardware solutions such as IBM handheld tablets. In addition to product development, Micro Design Services provides services in system design, hand-held GUI design, application programming, and communication systems integration. The company caters to a diverse clientele, including exchanges, broker-dealers, and vendors, and its solutions facilitate mobile transaction processing in various sectors. As of October 2008, Micro Design Services operates as a subsidiary of SS&C Technologies Inc.

Zoologic offers online learning solutions for financial professionals.

NeoVision Hypersystems, Inc. was founded in Pittsburgh, Pennsylvania in 1995 by Cormac L. Kinney, an MBA Finance graduate from Carnegie Mellon, and Dr. Marc Graham, an eminent computer scientist at Carnegie Mellon and a former Senior Research Scientist at the renowned Software Engineering Institute. Recognizing the need for a better way to comprehend vast amounts of dynamic financial information, they surveyed the concepts of visualization found in engineering and medical disciplines. Their solution, Real Time Analytical Heatmaps, was conceived at the Financial Analysis and Securities Trading (FAST) lab, a trading floor learning and software development center at the Carnegie Mellon Graduate School of Industrial Administration. FAST lab consortium members, in addition to NeoVision, include Mellon Bank, J.P. Morgan, and Merrill Lynch, as well as technology vendors Hewlett-Packard, Sun Microsystems, IBM, and Reuters America. With encouragement and technical support from Reuters, NeoVision went into full-scale Heatmap development. The market welcomed NeoVision's visualization technology, which provides benefits similar to sophisticated and complex virtual reality systems at a fraction of the cost. By mid-1996 NeoVision dominated the trading desk environment and has placed Heatmaps in premier investment banks, mutual funds, and brokerage houses. In August 1996, NeoVision moved headquarters from Pittsburgh to Manhattan's financial district to better serve the customer base, which includes over a dozen major financial institutions.