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 specializes in securities class action claims filing for institutional investors, including asset management firms, hedge funds, and proprietary trading companies. The company offers a range of services designed to assist clients throughout the entire process of asserting and processing settlement claims related to antitrust and securities litigation. These services include settlement recovery, litigation research, case tracking, trade data mining, claim filing, and the processing and distribution of action awards. By leveraging proprietary technology and expertise, Battea provides essential support to banks, hedge funds, sovereign funds, and other investors, ensuring they effectively navigate the complexities of class action claims.

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 industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.

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 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.

Innovest is a provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents, including checks, advices, and tax forms each year.

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 focused on extracting and digitizing inaccessible data. Its platform leverages cloud-native technology and machine learning to convert information from various sources, including paper documents, scans, faxes, emails, call centers, and web forms, into structured digital data. Vidado aims to enhance data recognition by automating document workflows and providing handwriting recognition capabilities. The company also offers Shreddr Technology, which processes data using machine-learning algorithms combined with human verification. This approach allows organizations to improve efficiency and accuracy while ensuring compliance with relevant security frameworks. Vidado serves a diverse range of sectors, including insurance, finance, healthcare, government, non-profit, and education. Founded in 2011 and headquartered in Oakland, California, Vidado was previously known as Captricity, Inc. before rebranding in January 2019. As of March 2020, it operates as a subsidiary of SS&C Technologies Holdings, Inc.

Algorithmics is a leading provider of enterprise risk solutions, specializing in helping financial institutions manage and understand risk. Based in Toronto, Canada, the company develops advanced risk analytics software that includes tools for X-Value Adjustment, Fundamental Review of the Trading Book, Standardized Approach for Counterparty Credit Risk, Current Expected Credit Losses, and Targeted Review of Internal Models. Their products are utilized by a diverse range of clients, including banks, broker-dealers, asset managers, hedge funds, private equity funds, and service providers. By offering innovative software, content, and advisory services, Algorithmics enables firms to achieve a comprehensive view of risk management, facilitating improved business decisions and enhancing 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 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. specializes in fund administration services for the hedge fund industry, managing over $8 billion in assets across nearly 100 domestic and offshore investment funds. Founded in 2008 and based in Toronto, the company offers a comprehensive suite of services, including fund accounting, daily to quarterly net asset value calculations, compliance assistance, and shareholder services such as processing subscriptions and redemptions. CommonWealth also supports clients with financial statement preparation and tax returns. Its custodial services encompass the processing of corporate actions and providing statements to clients. As a subsidiary of SS&C Technologies Holdings, Inc., CommonWealth Fund Services is dedicated to delivering reliable and efficient administrative support to its clients in the alternative investment sector.

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. specializes in client relationship management (CRM) and document management solutions tailored for registered investment advisors, broker dealers, family offices, private and institutional wealth managers, trust companies, and private banks. Established in 1997 and based in Toronto, Canada, the company offers software solutions based on Microsoft Dynamics CRM and Salesforce CRM, along with deployment, training, support services, data conversion, custom development, and business process optimization. Salentica focuses on providing comprehensive client management solutions that enhance operational efficiencies, minimize risks, and improve business development for wealth management clients. By leveraging deep domain knowledge and industry best practices, Salentica aims to foster long-term relationships with its clients, ensuring the protection of confidential information and facilitating broad user adoption of its solutions. Since becoming a subsidiary of SS&C Technologies, Salentica continues to prioritize client success as the cornerstone of its mission.

Wells Fargo is a prominent American multinational banking and financial services holding company that operates globally. It provides a wide range of services including home mortgage servicing, deposits, and debit card services. The company also offers specialized financial solutions through its subsidiaries, such as Wells Fargo Global Fund Services, which delivers comprehensive fund administration and middle-office operations for hedge funds and private equity funds. Additionally, Wells Fargo Strategic Capital focuses on structured financing for small and mid-cap companies, offering project financing, mezzanine financing, and equity financing. The firm also has a Startup Accelerator program that supports startups developing solutions for financial institutions. Its Corporate & Investment Banking division provides corporate banking, capital markets, and investment banking services, catering to diverse client needs across various sectors.

Nervanix, LLC is an educational technology company based in Naples, Florida, that specializes in developing software designed to enhance attention and engagement in learning environments through neuroscience. Founded in 2014, the company offers a range of products, including Nervanix Clarity, which tracks and responds to learners' attention levels during various activities, and the Nervanix headset, which integrates headphones, a microphone, and EEG technology. Additionally, Nervanix RAZR provides consumers with direct insights into their brain activity during cognitive tasks, while Nervanix Inform equips educators with real-time data on students' attention levels. The company also provides professional development courses and an application programming interface (API) that enables content creators to optimize their products according to learner engagement. Overall, Nervanix's innovative solutions aim to improve learning efficiency and student achievement by leveraging neurocognitive insights.

Primatics Financial is a prominent provider of financial services solutions designed to enhance processing capabilities for financial institutions of all sizes. The company specializes in offering accounting compliance, analytics, valuation, and risk management software, along with outsourcing solutions that focus on loan and security portfolio management. In addition to its software offerings, Primatics provides business and information technology consulting services, addressing various aspects of mortgage banking operations, fixed income processing, financial and regulatory compliance, as well as systems development and implementation. Through its comprehensive suite of services, Primatics Financial aims to support its clients in achieving better financial performance and compliance.

Varden Technologies, Inc. specializes in software development and technology integration services tailored for the investment management industry. Founded in 1999 and based in Boston, Massachusetts, the company provides a range of IT consulting services, including application development, integration solutions, and custom reporting. Varden's flagship products include eReportal, a web-based platform designed for data aggregation, reporting, and client communication, and Matrix, a monitoring tool that helps investment firms manage operational risks. With a focus on understanding both the technical aspects and business needs of financial projects, Varden Technologies serves over 100 clients in the mutual fund, wealth management, and fund administration sectors, managing assets ranging from $50 million to $300 billion. As of September 2015, Varden operates as a subsidiary of SS&C Technologies Holdings, Inc.

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. Founded in the early 2000s, the company has collaborated with major players in the global business process outsourcing industry. Its flagship product, the benefits real-time information exchange (BRIX) system, serves as a multi-tenant, multi-channel customer self-service platform designed to reduce service costs and enhance employee satisfaction for both employers and benefits service providers.

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. 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 advanced order management and routing systems. Additionally, Micro Design Services provides a suite of services such as system design, application programming, customized hardware development, and systems integration. Its solutions cater to exchanges, broker-dealers, and vendors, and are also utilized for mobile transaction processing. As of October 2008, Micro Design Services operates as a subsidiary of SS&C Technologies Inc.

Zoologic is a company that specializes in providing web-based financial education and training solutions. It offers a range of online learning resources tailored for financial professionals in sectors such as securities, asset management, and wealth management. The company serves over 80 leading firms across North America, Europe, and globally, delivering courseware and learning services designed to enhance the skills and knowledge of professionals in the financial industry. Additionally, Zoologic focuses on internal communication and digital marketing, further supporting organizations in their educational and training initiatives.

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.