SS&C Technologies

FPS is is a non-depository trust company that provides services like custody and safekeeping, tax reporting, and recordkeeping.

Battea Class Action Services is a specialized provider of claims management services tailored for institutional investors, including banks, hedge funds, asset management firms, and sovereign funds. The company focuses on facilitating the recovery of settlements in antitrust and securities litigation by offering a comprehensive suite of services. These include litigation research, case tracking, trade data mining, and the filing and processing of claims. Battea employs proprietary technology to enhance its service delivery, ensuring clients receive support throughout all stages of asserting and processing settlement claims. By streamlining these processes, Battea aims to improve the efficiency and effectiveness of claims recovery for its clients.

CFO Fund Services provides accounting, consulting, tax management, reporting, investment, and financial services.

Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial services sector, particularly in capital markets. The company’s solutions enhance client relationship management, compliance with KYC and anti-money laundering regulations, and fraud prevention. By integrating a robust security engine with the Salesforce platform, Tier1 addresses the specific needs of professionals in Research, Sales & Trading, Corporate and Investment Banking, and Investment Management. With over 19,000 users globally, Tier1's flexible and scalable offerings promote collaboration, transparency, and efficient communication across the institutional financial ecosystem, ultimately helping clients optimize customer engagement, improve service quality, and uncover new revenue opportunities.

Hubwise offers solutions to financial services.

Blue Prism Group plc is a leading provider of robotic process automation (RPA) software, enabling enterprise-scale organizations across various sectors, including financial services, healthcare, and manufacturing, to streamline their operations. Founded in 2001 and based in Warrington, United Kingdom, the company offers a comprehensive digital workforce platform that facilitates the rapid automation of manual, rule-based administrative tasks. This digital workforce is created and managed by operational teams or accredited partners, utilizing Blue Prism's technology to enhance efficiency and accuracy while reducing costs. The company's innovative solutions are supported by strategic collaborations, including partnerships with Red Hat and Blueprint, to advance intelligent automation capabilities. Blue Prism has gained recognition for its role in transforming business operations, helping organizations like The Co-operative Banking Group and the NHS adapt quickly to changing demands through agile back-office processes.

Millennium Consulting Services is a regulatory consulting firm based in Raleigh, North Carolina, specializing in providing administrative services to insurance companies, regulators, and other insurance-related entities. The company offers a comprehensive range of solutions designed to assist clients in meeting the stringent requirements of statutory accounting and reporting regulations. Its portfolio includes regulatory consulting, statutory outsourcing, investment outsourcing, quality control reviews, advisory services, and risk analysis. By serving clients across the United States, the Virgin Islands, and Puerto Rico, Millennium Consulting plays a vital role in helping the insurance industry navigate complex regulatory landscapes and maintain compliance.

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, Inc. is a technology company that specializes in artificial intelligence-based enterprise software designed to extract and digitize inaccessible data for businesses. Founded in 2011 and based in Oakland, California, Vidado offers a comprehensive platform that automates the extraction of structured information from various sources, including paper documents, scans, faxes, emails, call centers, and web forms. The company's solutions enhance data recognition, handwriting recognition, and document workflows while ensuring compliance with enterprise security standards. Vidado also features Shreddr Technology, which validates information through machine-learning algorithms and crowd-guided verification. By leveraging cloud-native technology and the industry's largest human-verified dataset, Vidado provides automation-ready data that improves efficiency and accuracy across sectors such as insurance, finance, healthcare, government, and education. The company was formerly known as Captricity, Inc. and rebranded in January 2019. As of March 2020, Vidado operates as a subsidiary of SS&C Technologies Holdings, Inc.

Algorithmics is a leading provider of enterprise risk solutions based in Toronto, Canada, focused on assisting financial institutions in understanding and managing risk. The company offers innovative software and advisory services that deliver a comprehensive view of risk management across organizations. Their analytics products include tools for specific regulatory frameworks such as X-Value Adjustment, Fundamental Review of the Trading Book, and Current Expected Credit Losses, among others. These solutions are utilized by a diverse range of clients, including banks, broker-dealers, asset managers, hedge funds, private equity firms, and service providers, enabling them to make informed business decisions and enhance shareholder value.

Intralinks Holdings, Inc. is a technology company that specializes in software-as-a-service (SaaS) solutions for secure enterprise content collaboration, both domestically and internationally. Founded in 1996 and based in New York, Intralinks provides a cloud-based platform that facilitates the management, control, and exchange of sensitive information within and between organizations. Its product offerings include Intralinks Dealspace for virtual deal rooms, Intralinks Studyspace for sharing confidential information, and Intralinks VIA for enterprise content sharing. The company serves a diverse range of industries, including financial services, life sciences, technology, and manufacturing, and caters to enterprises, financial institutions, and governmental agencies. Intralinks distributes its solutions directly through a dedicated sales team and indirectly via a network of channel partners and customer referrals. The company has undergone several changes in ownership and name, most recently becoming a subsidiary of SS&C Technologies Holdings, Inc.

Eze Software Group LLC specializes in developing investment technology solutions that address the front, middle, and back office needs of financial institutions globally. The company offers a range of products, including Eze OMS for managing investment processes, RealTick EMS for execution management, and Tradar PMS for overseeing investment operations. These solutions support various functions such as trade execution, portfolio analytics, compliance reporting, and risk management. Eze Software serves a diverse clientele, including broker-dealers, hedge funds, institutional asset managers, mutual funds, and pension funds. Established in 1995 and headquartered in Boston, Massachusetts, Eze Software Group operates internationally, with offices across North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. The company was formed in April 2013, following the acquisition of Eze Castle Software and RealTick, and subsequently acquired Tradar to enhance its product offerings.

DST Systems, Inc. specializes in information processing and computer software services designed to enhance productivity and efficiency for its clients. The company operates through three primary segments: financial services, healthcare services, and customer communications. Its financial services segment, which is the largest by revenue, offers a range of solutions including transaction processing, account management, trade reconciliation, corporate actions, and regulatory compliance. DST Systems is primarily focused on the U.S. market, where it provides strategic advisory and business operations outsourcing services to help clients improve their customer service capabilities.

Modestspark LLC, established in 2012 and headquartered in Redmond, Washington, specializes in developing software solutions tailored for Registered Investment Advisors (RIAs). The company's primary offering is a client portal and contract management system, designed to enhance communication between RIAs and their clients. This platform integrates reporting, statements, documents, and provides advanced visualization tools, enabling wealth management firms to deliver comprehensive client experiences. As of late 2017, Modestspark operates as a subsidiary of SS&C Technologies Holdings, Inc.

CommonWealth Fund Services Ltd. is a Toronto-based company specializing in fund administration services for the hedge fund industry. Established in 2008, it manages over $8 billion in assets across nearly 100 domestic and offshore investment funds. The company offers a comprehensive range of services, including fund valuation and accounting, compliance, custodial, and shareholder services. Its fund accounting services encompass cash balances and positions reconciliation, investment portfolio pricing, and calculations for interest-bearing securities. CommonWealth also provides shareholder services such as processing subscriptions and redemptions, reporting net asset values, and distributing month-end valuation statements. Additionally, the firm assists clients with compliance requirements, including regulatory filings and tax preparations. Acting as a transfer agent, it supports clients with financial statement preparation and offers custodial services related to subscriptions and corporate actions. CommonWealth Fund Services operates as a subsidiary of SS&C Technologies Holdings, Inc.

Conifer Financial Services LLC is an independent asset services firm that specializes in providing middle and back office solutions for the asset management industry. Founded in 1989 and headquartered in San Francisco, the company offers a comprehensive range of services, including fund administration for both onshore and offshore funds, trade execution, and prime brokerage. Its fund administration services encompass investor relations, performance reporting, regulatory compliance, and net asset value calculations. Conifer also delivers business and technology consulting, supported by its cloud-based iCon platform, which features a data repository and attribution reporting portal. The firm caters to a diverse client base, including hedge funds, private equity, family offices, and institutional investors, managing over $100 billion in combined assets under administration. Conifer has established strategic partnerships with firms like JonesTrading Institutional Services and ADP, enhancing its service offerings. As of 2016, Conifer operates as a subsidiary of SS&C Technologies Holdings, Inc.

Salentica Inc. is a provider of client relationship management (CRM) and document management solutions tailored for the financial services sector, including registered investment advisors, broker dealers, family offices, private and institutional wealth managers, trust companies, and private banks. Founded in 1997 and based in Toronto, Canada, the company specializes in software solutions built on Microsoft Dynamics CRM and Salesforce CRM. In addition to its software offerings, Salentica provides a range of services, including deployment, training, support, data conversion, custom development, and business process optimization. The firm emphasizes its commitment to enhancing operational efficiencies and reducing risks for its clients, while fostering long-term relationships through ongoing support and best practices derived from extensive industry experience. Salentica operates as a subsidiary of SS&C Technologies Holdings, Inc. as of October 2016.

Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.

Nervanix, LLC is an educational technology company based in Naples, Florida, established in 2014. It specializes in developing software that leverages advances in neuroscience to enhance attention and focus among learners, thereby optimizing student engagement and achievement. The company's flagship product, Nervanix Clarity, measures attention levels as users navigate various learning materials, providing real-time feedback to help them identify areas needing further review. Nervanix also offers a range of complementary products, including a headset that integrates headphones, a microphone, and EEG technology, as well as Nervanix RAZR, which allows consumers to measure their brain activity during cognitive tasks. Additionally, Nervanix Inform supports educators by delivering insights into the attention levels of individual students or groups, while the Nervanix API enables content creators to refine their offerings based on learner engagement data. The company also provides professional development courses to further enhance educational practices.

Primatics Financial is a prominent provider of financial services solutions designed to enhance processing capabilities for its clients. The company specializes in accounting compliance, analytics, valuation, and risk management software, catering to financial institutions of varying sizes. Primatics focuses on loan and security portfolio management, offering comprehensive solutions that address the needs of small, medium, and large enterprises. In addition to its software offerings, the company provides business and information technology consulting services, emphasizing mortgage banking operations, end-to-end fixed income processing, financial and regulatory compliance, as well as systems development and implementation.

Varden Technologies, Inc. is a software development and technology integration firm specializing in services for the investment management industry. Established in 1999 and based in Boston, Massachusetts, the company focuses on delivering a range of IT consulting services which include web development, application integration, and custom reporting solutions. Varden is well-known for its eReportal platform, a comprehensive reporting and data delivery tool designed for investment firms to effectively share information with clients. The company also offers Matrix, a real-time monitoring platform that assists investment firms in managing operational risks, as well as additional tools like xPortal for client access and eReportalDeck for presentation creation. Varden’s team combines technical expertise with a deep understanding of financial services to ensure efficient project delivery.

Advent Software, Inc. is a global provider of software products and services designed for the investment management industry. Founded in 1983 and headquartered in San Francisco, the company specializes in automating and integrating data and workflows within investment management organizations, as well as facilitating interactions with external parties. Advent develops, markets, and sells a range of software solutions and software-as-a-service offerings that support critical functions such as data management and compliance. Additionally, the company provides professional services including consulting, project management, training, and data conversion. Its diverse client base encompasses asset managers, wealth managers, registered investment advisors, and various financial institutions across more than 50 countries. As of 2015, Advent operates as a subsidiary of SS&C Technologies Holdings, continuing to support investment firms in enhancing their operational efficiency and risk management.

DST Global Solutions is a prominent provider of technology solutions specifically designed for financial institutions, utilities, telecommunications, and communications sectors. Based in Surbiton, England, the company offers a range of software that includes asset servicing, fund accounting, post-trade operations, and data management services. With a client base exceeding 400 organizations across approximately 45 countries, DST Global Solutions operates through five regional hubs and 12 offices, delivering 24/7 support to clients worldwide. Their solutions enable both single-site installations and large global institutions to enhance their operational efficiency and effectively manage their financial activities.

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 prominent provider of enterprise software and SaaS solutions tailored for employee benefit service providers, including health and welfare carriers, insurance brokerages, third-party administrators, and HR outsourcing firms. Established in the early 2000s, the company has collaborated with several major players in the global business process outsourcing industry, focusing on employee benefits administration. Its flagship product, the Benefits Real Time Information Exchange (BRIX), serves as a multi-tenant, multi-channel customer self-service platform designed to reduce service costs and enhance employee satisfaction for both employers and benefit service providers. Through its innovative solutions, BenefitsXML aims to streamline the complexities of employee benefits administration.

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., established in 2002 and headquartered in Westborough, Massachusetts with additional offices in New York and London, specializes in providing front and back office software solutions tailored to the private equity and alternative investment sectors. The company offers a range of services including workflow analysis, data conversion, software installation, training, hardware advisement, report creation and customization, and client-specific software modifications. Additionally, TheNextRound provides technical and customer support services. Its software is utilized by various stakeholders in the investment community, such as general partners, limited partners, fund of funds, investors, hedge funds, and service providers.

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 for the financial industry in the United States. Founded in 1990 and headquartered in Parsippany, New Jersey, the company offers a range of products, including the MarketLook Information System for equities, options, and futures, as well as various order management and routing systems. Their solutions encompass mobile transaction processing and include advanced tools for customized order management, trading, and compliance systems. Additionally, Micro Design Services provides services in system design, application programming, customized hardware development, and systems integration. The company caters to clients such as exchanges, broker-dealers, and vendors, helping them optimize their trading and operational processes. As of October 2008, Micro Design Services operates as a subsidiary of SS&C Technologies Inc.

Zoologic is a company that specializes in providing online learning solutions and web-based training courseware for financial professionals. It offers educational resources tailored to the securities, asset management, and wealth management sectors. With a focus on enhancing internal communication and training, Zoologic serves over 80 leading firms across North America, Europe, and globally, delivering comprehensive learning services designed to meet the evolving needs of the financial industry.

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.