SS&C Technologies

Millennium Consulting Services provides regulatory consulting and administrative services to insurance companies, insurance regulators, and other insurance-related entities. Millennium Consulting's portfolio of services provides a variety of solutions to meet the demanding obligations of statutory accounting and reporting regulations. Headquartered in Raleigh, North Carolina, Millennium Consulting serves insurance clients throughout the United States, the Virgin Islands, and Puerto Rico.

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.

We launched Eze Software Group with a vision of capitalizing on opportunities for synergy and integration across our three best-of-breed product lines. By bringing together the global expertise of three established leaders in the financial technology industry, we created a new company with a unique strategy and objective. Our unified product strategy focuses on individual product roadmaps alongside cross-product integration to extend the value of each solution across our product suite. Eze Software’s fully-integrated front-to-back investment management solution streamlines workflow for straight-through-processing across the investment lifecycle. We began operations as an independent company in April 2013 when RealTick and Eze Castle Software were acquired by TPG. Immediately following, the newly formed Eze Software Group acquired Tradar. While Eze Software Group is new, the solutions that we offer have a long and rich heritage.

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 develops client portal and contract management software for advisory firms. The company was founded in 2012 and is based in Redmond, Washington. As of October 31, 2017, Modestspark, LLC 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.

SS&C Advent (FKA Advent Software), a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management. For more information on SS&C Advent products visit www.advent.com.

We are a leading provider of technology solutions to the world's top financial institutions, utilities, telcos and communications. We serve over 400 clients in some 45 countries, with five regional operational hubs and 12 offices. We service clients on every continent and provide them with 24/7 coverage. Clients from single-site installations to some of the largest global institutions trust DST Global Solutions to help them run their businesses more effectively.

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. provides front and back office software solutions to the private equity and alternative investment communities. The company offers workflow analysis, data conversion, software installation, training, hardware advisement, report creation and customization, and client specific software modifications, as well as technical/customer support and training services. Its software is used by general partners, limited partners, fund of funds, investors, hedge funds, and service providers. The company was incorporated in 2002 and is based in Westborough, Massachusetts with additional offices in New York, New York; and London, the United Kingdom.

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

Micro Design Services, LLC designs and develops electronic trading and support systems for the financial industry in the United States. The company's products include MarketLook Information System for equities, options, and futures; order management and routing systems; price reporting system; system management console products; recharge and maintenance system; and IBM custom handheld tablet. It also provides system design, hand-held GUI design, application programming, customized hardware development, application and communication systems integration, and component selection services. The company was founded in 1990 and is headquartered in Parsippany, New Jersey. As of October 1, 2008, Micro Design Services, LLC 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.