THE SOLUTION

Clients expect more from their trust and wealth providers than ever before.

Your clients want a hands-on approach to their financial future. They demand tools that give them real-time access to account information, performance, and financial advice. This requires an incredible amount of work for wealth managers to gather all this information and present it in a pleasing and easy-to-understand way.

 

The SS&C Trust Suite seamlessly integrates your firm’s front-office tools powered by your back-office data. Designed to be configured to the unique needs of your business, firms can leverage cutting-edge solutions to help provide the information their clients want to see that future.

SS&C Trust Suite Solutions At-A-Glance

SS&C Trust Suite Infographic

Why choose this solution

Innovative digital experience
Automatic daily flow of accounts, transactions, and positions data
Open API
Modern, customizable reporting
Daily auditing of aggregated accounts
Reg-9 and Admin Review functionality
Fully integrated Rebalancer
System generated 1099s, 5498s, and tax worksheets
SS&C Trust Suite

Integrated Solutions

Black Diamond Wealth Platform

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

Learn More
Salentica

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

Learn More

Request a demo

Seamlessly manage your day-to-day operations and meet investor demands.