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.
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
Category
Consolidated Reporting
Country
United States of America
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 ReferencesSupport & 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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