SS&C Family Office Services

SS&C’s Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.

SS&C delivers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices in a secure environment. We deliver solutions to single and multi-family offices for their complex needs from nested entities to sophisticated investment strategies and integrated reporting for multi-tiered ownership structures. Our experts have decades of experience in supporting Family Offices. This combination of a dedicated support team that is an extension of the family office and SS&C’s integrated platform simplifies the complexity of a family office.

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What type of family office are you?

What is your total AUM?

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What sets SS&C Family Office Services apart?

"Our subject matter experts have decades of experience in supporting Family Offices. This combination of a dedicated support team that is an extension of the family office and SS&C’s integrated platform simplifies the complexity of a family office."
Darren Berkowicz

Product

Get an overview of what this software does.

Main tasks

  • Accounting
  • Consolidated reporting
  • Governance
  • Portfolio management
  • Data aggregation

Top features

  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Whitelabel

Yes

Type Of Software

  • SaaS
  • Serviced software

Ecosystem

  • Microsoft
  • SAP
  • Java
  • Adobe

Mobile App

No

Type of data

  • Transaction level

Accuracy

  • Proprietary tools to verify and validate the data entered
  • Reconciliation to source data based on the periodicity of the clients service level agreement

Multi-currency

  • Set multiple base currencies
  • Separate holding level gain/loss from currency gain/loss
  • Based on holding/position data
  • Based on transaction data

Cost structure

  • Complexity based
SS&C Family Office Services

Category

Consolidated Reporting

Country

United States of America

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DB

Darren Berkowicz

CPA - Managing Director

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 500+

Revenue

  • $4.6 million

Founded

  • 1986

Incorporated

  • United States of America

Locations

  • Windsor
  • Hong Kong
  • Dubai
  • Singapore

Top 5 Markets

  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong

Total AUM

  • $2.6 trillion

Avg. AUM per client

  • $1.2 billion

Focus

  • Single-family offices

Serves also

  • Individual wealth owners
  • Multi-family offices

Number

  • 18,000

Available upon request

Request References

Support & services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

Based on Service Level Agreements

Onboarding

Between 60-180 days

Customisation

Yes, we provide report customization.

Bespoke development

Yes, generally client funded if it is bespoke

Added services

Data entry
Book keeping
Software development
Utilizing SS&C systems for the above and tax services, performance services, risk services, financial statement reporting, payments solution.

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Simple solutions for complex times.