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SS&C Private Capital Group

SS&C Private Capital Group

Category
Consolidated Reporting
HQ
United States of America

SS&C’s Private Capital Group 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 Private Capital Group 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.

DB
Darren Berkowicz
CPA - Managing Director
Contact Darren

Key Company Info

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

Company

Facts about the company

Employees

500+

Revenue

$4.6m

Founded

1986

Incorporated

United States of America

Locations
  • Corporate Headquarters: Windsor
  • Hong Kong
  • Dubai
  • Singapore
Top 5 Markets
  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong
Total AUM

$2.6tr

Avg. AUM per client

$1.2B

Clients

Facts about the clients

Focus

Single-Family Offices

Serves also
  • Individual Wealth Owners
  • Multi-Family Offices
Number

18,000

References

Available upon request

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

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

Download Detailed Feature List
Technology

Look under the hood

Type Of Software
  • SAAS
  • Serviced Software
Ecosystem
  • Microsoft
  • SAP
  • Java
  • Adobe
Mobile App

No

Reporting-specific features

They handle reporting like this

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
Pricing & Co

Learn about the commercials

Cost structure

Complexity based

Support & Services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

Based on SLA

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.