SS&C Technologies Holdings, Inc.

SS&C Further Expands Relationship with Capital Group

SS&C expanded its relationship with Capital Group, whose transfer agency and fund servicing partnership with SS&C spans more than 40 years. Under the expanded remit, SS&C Blue Sky Administration will support Capital Group's state-level regulatory compliance and distribution activities across the U.S. Capital Group is the fifth major asset manager to select SS&C for Blue Sky regulatory services in 2026, underscoring momentum in the firm's compliance offerings, though no financial terms were disclosed.

•12d ago

SS&C Technologies Releases Q3 2026 Financial Results

SS&C reported Q3 2026 GAAP revenue of $1,690.0 million, up 7.8% year-over-year, with adjusted organic revenue growth of 5.2%. Adjusted diluted EPS rose 14.8% to $1.78, and the company posted record adjusted consolidated EBITDA of $674.8 million at a 39.9% margin. GAAP diluted EPS was flat at $0.83 as net income declined 5.3%. The company returned $225.3 million to shareholders in the quarter, paid down $130 million of debt to reach a 2.63x net leverage ratio, and raised its annual dividend 11.1% to $1.20. Management guided FY2026 to adjusted revenue of $6,736-$6,776 million and adjusted diluted EPS of $7.11-$7.17, saying it is on track to achieve full-year goals.

•17d ago

SS&C GlobeOp Forward Redemption Indicator: October Notifications 1.62%

SS&C's GlobeOp Forward Redemption Indicator for October 2026 came in at 1.62%, down from 2.02% in September and below the five-year average of 2.06%. Lower forward redemptions signal continued investor confidence in hedge fund allocations among funds administered on the SS&C GlobeOp platform. CEO Bill Stone cited election, inflation and AI-buildout uncertainty as reasons allocators continue favoring hedge funds, supporting demand for SS&C's fund administration services.

•18d ago

Thornburg Selects SS&C to Support Its ETF Share Class Structure

SS&C announced that Thornburg Investment Management, a $62 billion investment firm, selected SS&C to support its ETF share class structure, covering operational oversight, calculation, reconciliation, shareholder coordination and conversion processing. Thornburg was among the first firms to win SEC exemptive relief for actively managed ETF share classes of its American Opportunities Fund (TAOZ) and Focus Growth Fund (TFGZ), which launched in April; Thornburg ETFs now hold more than $860 million in assets. The win is incremental to an existing SS&C relationship that already includes AI-supported distribution solutions, investor services, ETF distribution and mutual fund transfer agency. No financial terms were disclosed.

•26d ago

SS&C Technologies Unveils Portfolio of AI-Enabled Enhancements; Debuts Six-Part Agentic Blueprint Docuseries at SS&C Deliver

SS&C unveiled a suite of AI-enabled product enhancements at its annual Deliver 2026 conference in Orlando, attended by more than 1,100 financial services and healthcare leaders. The new offerings span Black Diamond AI for wealth, ConnectIQ for retirement, SS&C Insight AI for alternative fund administration, Sales Prep, and an AI portfolio management assistant in Genesis, all built on the SS&C AI Gateway governance platform with WorkHQ orchestration. The company also debuted a six-part docuseries, The Blueprint: Customer Zero, documenting its own internal agentic AI transformation, positioning the company as its own reference case for its 23,000 clients.

•1mo ago

SS&C GlobeOp Forward Redemption Indicator

SS&C's GlobeOp Forward Redemption Indicator measured 2.02% for September 2026, up from 1.64% in August but below the 2.21% reported a year earlier. CEO Bill Stone said redemptions continue to trend favorably despite economic uncertainty and elevated volatility, with investors valuing hedge fund diversification and risk-adjusted returns. The Indicator reflects forward redemption notices on SS&C GlobeOp-administered funds as a share of month-start assets under administration, covering roughly 10% of estimated hedge fund sector assets. The accompanying Hedge Fund Performance Index showed a gross year-to-date return of 8.63% and 14.90% over the last twelve months.

•1mo ago

SS&C Black Diamond Expands Annuities & Insurance Marketplace with New Insurance Capabilities and Carriers

SS&C Black Diamond expanded its Annuities & Insurance Marketplace, giving fiduciary advisors new term life quoting and insurance policy review capabilities alongside fee-based annuities. Jackson National Life and Protective Life joined AIM, lifting the integrated carrier roster to seven; existing participants include Allianz Life, Midland National, MassMutual Ascend, Pacific Life, and Security Benefit. The expansion, built with partner DPL Financial Partners, lets advisors quote term coverage from A and A+ rated carriers, identify coverage gaps, and manage insurance as an advisory asset within the Black Diamond workflow. Strategically, the build-out supports SS&C's push to convert held-away insurance and legacy commission-based annuities into billable, fiduciary-managed assets on its wealth platform.

•1mo ago

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

SS&C's GlobeOp Hedge Fund Performance Index flash estimate for August 2026 came in at 0.83% gross, with year-to-date gross performance of 8.63% and 14.90% over the last twelve months. The GlobeOp Capital Movement Index advanced 0.65% in September, marking eight straight months of positive inflows and lifting the cumulative index to 133.10 points, a 12-month high. The Forward Redemption Indicator's all-time low of 1.26% in April 2026 points to continued low redemption pressure across the administration platform. Steady inflows on SS&C's platform are a modest positive read-through for its AuA-driven fund administration revenue, though this is a routine monthly data release rather than a company financial disclosure.

•1mo ago

SS&C Enhances Wealth Management Offerings with Black Diamond AI

SS&C Technologies (Nasdaq: SSNC) released Black Diamond AI, a series of AI-enabled enhancements for its Black Diamond Wealth Solutions platform used by wealth advisors and operations teams. The offering includes in-platform agentic AI (Black Diamond Assist), proactive data insights such as Relationship Summary and Trades Analysis Summary, natural language data queries, and an MCP server, all governed through SS&C's enterprise AI Gateway. Early customers Fiduciary Alliance and HB Wealth endorsed the release, citing fast advisor adoption and compliance-friendly design in a regulated business. No pricing, revenue, or adoption metrics were disclosed; the launch positions SS&C's wealth management stack in the competitive race to embed AI across advisor platforms.

•1mo ago

Bolton Global Capital Selects SS&C Black Diamond Wealth Solutions to Support Growth of International Adviser Network

Bolton Global Capital, a FINRA member broker-dealer with over $19 billion in assets under management, selected SS&C Black Diamond Wealth Solutions to support its growth. The partnership aims to modernize Bolton's technology stack with an integrated platform that includes Morningstar research and analytics, enabling advisors to serve complex international clients more effectively. SS&C gains a new client in the independent broker-dealer space, reinforcing its position as a provider of scalable wealth management technology.

•2mo ago

Fundamental Investment Management Chooses SS&C for Launch of Australian Small-Cap Fund

Fundamental Investment Management (FIM), a Sydney-based boutique, has selected SS&C to provide fund administration and unit registry services for its inaugural Fundamental Smaller Companies Fund, which launched in July. FIM, founded by investment director Anton Tagliaferro and senior portfolio manager Simon Conn, applies a research-driven value strategy to Australian smaller companies, with MSC Trustees serving as trustee and custodian. SS&C's Damien Barry noted Australia is a key market for the firm, with roughly 1,600 staffers on the ground serving nearly 100 Australian funds. The win adds a new client to SS&C's Global Investor & Distribution Solutions franchise but comes with no disclosed financial terms, making it a routine operational update rather than a material financial event.

•2mo ago

Goku Technologies Chooses SS&C for Fund Services

Singapore-based quantitative investment manager Goku Technologies has selected SS&C as its fund services provider, entrusting the administration of its $4 billion AUM strategy to the firm. SS&C GlobeOp will deliver fund accounting, investor services, and NAV reporting to support Goku's high-volume systematic equity trading across Asian markets. The agreement underscores SS&C's capacity to handle complex, high-turnover strategies as Goku seeks to build an institutional-quality operating infrastructure.

•2mo ago

SS&C Increases Common Stock Dividend 11.1% to $1.20 Annually

SS&C Technologies announced an 11.1% increase in its annual dividend to $1.20 per share, reflecting strong first-half cash flow performance. The next quarterly dividend of $0.30 will be paid on September 15, 2026 to shareholders of record as of September 1. Operating cash flow for the first half of 2026 totaled $716.4 million, up 11.1% year-over-year, supporting the company's capital allocation strategy.

•2mo ago

Lexington Capital Management Chooses SS&C for Fund Administration

SS&C Technologies announced that Lexington Capital Management LP selected SS&C GlobeOp as its fund administrator for assets exceeding $1 billion. The engagement expands an existing relationship where Lexington already utilized SS&C’s Eze OMS, adding full-service administration and investor reporting capabilities. SS&C will implement its AI-enabled Trade Reconciliation Agent and AI Gateway to streamline operations and support the hedge fund manager's rapid growth.

•2mo ago

First Plus Expands Relationship with SS&C to Support Cross-Border Operations in APAC

First Plus Asset Management expanded its relationship with SS&C to support cross-border operations across Asia, covering transfer agency, order management, execution, and investment accounting. The engagement will support First Plus’s growing cross-border operating model and approximately $200 million in assets under management as of June 30, 2026. SS&C noted that the deal underscores the increasing demand for its global ecosystem to handle complex fund vehicles and cross-jurisdictional compliance in the region.

•3mo ago

SS&C Technologies Releases Record Q2 2026 Financial Results

SS&C reported record Q2 2026 GAAP revenue of $1.70 billion, up 10.3% year-over-year, while GAAP EPS surged 34.7% to $0.97. Adjusted EPS reached $1.76, an 18.1% increase, with adjusted organic revenue growth of 7.6% and a record adjusted EBITDA margin of 39.5%. The company returned $499.2 million to shareholders in the quarter, including a record $435.2 million in share repurchases and $64.0 million in dividends. For the full year 2026, management raised guidance for adjusted revenue to $6.67-$6.83 billion and adjusted EPS to $6.93-$7.25.

•3mo ago

Marsh Scales Agentic Automation with SS&C’s WorkHQ

Marsh is adopting SS&C Blue Prism’s WorkHQ platform to scale agentic automation capabilities across its business. The firm currently utilizes 130 digital agents and plans to roll out the new orchestration platform in phases to enhance efficiency and innovation. This move expands Marsh’s existing relationship with SS&C, shifting focus from RPA to integrated human and AI agent workflows.

•3mo ago

SS&C Selected by Allspring to Unify Distribution Data Across U.S. Intermediary Business

SS&C Technologies announced that Allspring Global Investments expanded its long-standing relationship to select SS&C SalesConnect as its primary sales data management solution for U.S. intermediary distributed products. Allspring, which manages $642 billion in assets under advisement, will use the platform to unify data across its retail and retirement channels, including mutual funds, SMAs, ETFs, and CITs. The implementation aims to eliminate data silos and provide real-time insights, building on Allspring's existing use of SS&C's transfer agency and shareholder servicing.

•3mo ago

SS&C GlobeOp Forward Redemption Indicator

SS&C released its July Forward Redemption Indicator at 1.35%, down from 1.72% in June, marking one of the lowest readings since the index's inception. CEO Bill Stone noted that despite recent volatility in AI and semiconductor trades, as well as Middle East tensions, investors are maintaining their hedge fund positions. The Hedge Fund Performance Index showed a flash estimate of 3.26% for July, bringing year-to-date performance to 10.59% and last-12-month performance to 21.29%.

•3mo ago

SS&C Expands Tokenized Investment Capabilities with Digital Cash Settlement

SS&C announced plans to enable digital cash settlement for tokenized investment transactions, utilizing regulated stablecoins and tokenized commercial bank deposits. The initiative builds on the firm's existing tokenized fund issuance capabilities and the 2025 acquisition of Calastone, aiming to support atomic settlement and reduce operational risks. These planned enhancements will allow eligible funds across the SS&C and Calastone ecosystem to settle transactions using digital forms of cash.

•4mo ago

SS&C Black Diamond Wealth Solutions’ TAMP Exceeds USD 2 Billion in Assets

SS&C Technologies announced that its Black Diamond Wealth Solutions Turnkey Asset Management Platform (TAMP) has surpassed $2 billion in assets in its first year, representing 2000% growth. The milestone is driven by registered investment advisors seeking institutional-level portfolio management and tax efficiency without adding operational complexity. Planned enhancements for the platform include a revamped Model Marketplace, new oversight dashboards, and AI-driven insights for trade proposals.

•4mo ago

Global M&A Dealmakers See Activity Accelerating in H2 2026: Sentiment Report

SS&C Intralinks published its H2 2026 Global M&A Dealmakers Sentiment Report, which surveyed 400 professionals and found that 60% expect increased M&A and financing activity in the second half of the year. The report suggests a resurgence of mega-deals valued over $10 billion and notes that 81% of dealmakers already utilize integrated AI in their processes, trends that align with SS&C's software offerings. SS&C Intralinks has executed more than $37 trillion worth of financial transactions on its platform to date.

•4mo ago

M&G Extends Relationship with SS&C to Support Platform Operations

SS&C Technologies has expanded its longstanding partnership with M&G to take on operational management of the M&G Platform, a key distribution channel for the £70 billion PruFund. The agreement involves the transition of approximately 200 M&G employees to SS&C, subject to consultation, ensuring continuity of expertise while leveraging SS&C’s scalable private cloud infrastructure. This move strengthens SS&C’s position in the UK wealth management sector, building on a 20-plus year relationship that already includes business process outsourcing and policy administration services.

•4mo ago

Commerce Trust Goes Live on SS&C Advent’s Genesis

Commerce Trust, a division of Commerce Bank managing over $82 billion in assets, has gone live on SS&C Advent’s Genesis platform. The implementation consolidates portfolio management, trading, and compliance onto a single cloud-native data foundation, replacing fragmented legacy systems. This go-live adds to SS&C’s growing Genesis adoption, with more than 30 firms now live or in implementation since the platform’s architecture was introduced in 2024.

•5mo ago

SS&C Supports Dimensional Fund Advisors on Active ETF Share Class Launches

SS&C Technologies announced that Dimensional Fund Advisors has engaged its Global Investor & Distribution Solutions unit to support the launch of ETF share classes for its U.S. multi-class mutual funds. SS&C will provide operational and technology support for converting mutual fund shares to ETF shares, including calculation, reconciliation, and shareholder coordination for funds like the US Micro Cap ETF and US Small Cap Growth ETF. Dimensional, which manages $969 billion in assets, has filed to add ETF share classes to 13 of its U.S. mutual funds, with SS&C positioned to support subsequent launches as they occur.

•5mo ago

Royal London Asset Management Expands Relationship with SS&C to Service New Australian Funds

SS&C Technologies announced an expansion of its partnership with Royal London Asset Management to provide fund administration and unit registry services for a new range of Australian active funds. The new funds, which include three global equity strategies and one high-yield bond fund, launched with approximately AUD $1 billion in assets under management. This deal reinforces SS&C’s growing footprint in the APAC region, following recent client wins and the hiring of Chrys Wickremeratne as Regional Head of Fund Accounting.

•5mo ago

SS&C Announces $1.5 Billion Stock Repurchase Program, Common Stock Dividend of $0.27 Per Share

SS&C Technologies authorized a new $1.5 billion share repurchase program, valid for one year from the date of board approval. The board also declared a quarterly dividend of $0.27 per share, payable June 15, 2026, to shareholders of record on June 1, maintaining its consistent payout policy. CEO Bill Stone cited AI as a structural tailwind and stated that the current share price undervalues the company’s financial strength and future prospects.

•5mo ago

SS&C Unveils WorkHQ to Power Enterprise Agentic Automation

SS&C launched WorkHQ, a new agentic automation platform designed to help enterprises govern and scale the adoption of AI agents and digital workers. The platform provides a unified control plane for orchestrating AI, APIs, and human workflows, developed from SS&C's internal experience supporting over 23,000 customers globally. Internal deployment of the technology has already reduced processing times by up to 95% in key workflows, demonstrating the platform's potential efficiency gains.

•6mo ago

SS&C Technologies Releases Q1 2026 Financial Results

SS&C reported Q1 2026 GAAP revenue of $1,647.1 million, an increase of 8.8% year-over-year, with Adjusted EPS growing 14.2% to $1.69. Adjusted EBITDA rose 10% to $651.0 million, while net cash from operating activities increased 10.1% to $299.7 million, reflecting strong operational leverage. The company returned $233.3 million to shareholders during the quarter, which included $168.0 million for share repurchases and $65.3 million in dividends, and issued FY26 guidance.

•6mo ago