SS&C Technologies

What a powerful close to Day 2 at #SSNCDeliver2025. Rahul Kanwar, President and COO, reflected on SS&C’s continued growth, global scale and leadership in applying #AI to deliver measurable value for our clients. Anthony Caiafa, CTO, followed with a standout presentation titled AI in Action, showcasing how SS&C is moving beyond pilots and putting AI into production across the enterprise. From intelligent document processing and trade validation to fraud prevention and quality control, SS&C’s AI solutions are driving real operational impact. Anthony also underscored how our governance-first approach to AI ensures every use case is secure, explainable and results-driven. The commercialization of proven AI agents from SS&C’s own operations is now helping clients in financial services and healthcare scale responsibly and with confidence. SS&C is turning AI from exploration to execution, safely, responsibly, and at scale.

AI agents are no longer a future concept; they’re here and reshaping how work gets done. From Generative AI to fully autonomous agentic systems, organizations are racing to unlock their potential. For SS&C, #AI has helped transform how we manage multiple complex processes, from significantly speeding up processing for credit agreements to optimizing reconciliations. Now, we’re bringing those optimizations to our customers. Rob Stone demonstrated SS&C’s #AI agents in action at #SSNCDeliver2025. Want to learn more? Check out our press release:  https://lnkd.in/eWYpEtJh

Global financial markets are entering a new phase of transformation as firms seek growth through innovation while managing increasing regulatory and operational complexity. Bill Stone sat down with Vik Hebatpuria of UBS, Julien Hammerson of Calastone and Leonard Kreynin of Davis Polk & Wardwell LLP to discuss how technology, connectivity, and strategic collaboration are reshaping the global investment ecosystem. The conversation touched on: ·      Global market drivers and regional opportunities ·      The impact of geopolitical risk on shaping the markets ·      The expansion of retail alternatives and the continued growth of ETFs ·      Digital assets and tokenization ·      Regulation and its impact on M&A, and more Thank you to the panel for the insightful discussion! Stay tuned for more updates from #SSNCDeliver2025.

SS&C Deliver 2025 kicked off with a great discussion between Bill Stone and Victor Haghani, founder of Elm Wealth and the originator of Dynamic Index Investing®. The conversation touched on key topics such as: ·      the role of index funds as stabilizers in today’s investment landscape ·      the challenge of preserving generational wealth ·      optimizing risk-adjusted returns ·      the principles of institutional investing vs. personal finance ·      the impact of tax-loss harvesting strategies on investment trends ·      keeping the focus on rules-based investing in any geopolitical climate Victor shared a hopeful vision for the role of AI in personal investing: “I hope #AI will allow really good financial advice get to lower-income people at a reasonable cost. The average financial literacy has declined in the last 10-15 years as very little financial education is happening across our societies. AI, in combination with humans, has the potential to make education and advice accessible and affordable.” #SSNCDeliver2025

SS&C Deliver 2025 is officially underway! Bill Stone outlines what to expect at our premier gathering of nearly 1,200 financial and healthcare services professionals in Phoenix, Arizona. Stay tuned for our highlights from key panels, innovation spotlights and more. #SSNCDeliver2025

SS&C has announced its financial results for the third quarter ended September 30, 2025. The company reported record adjusted revenues of $1,569 million and adjusted consolidated EBITDA of $619 million. Chairman and CEO Bill Stone commented: "These numbers attest to the company’s long-term financial and operating strength. Our investment behind AI-powered automation shows early green shoots, evolving our offering to specialized, purpose-built agents backed by our vertical expertise.” Learn more in our press release: https://lnkd.in/eBQRkru8

Technology is rapidly reshaping non-bank lending, with AI, automation and blockchain driving greater efficiency, scalability and transparency across the loan lifecycle. As the industry grows, firms that embrace innovation are better positioned to meet evolving demands and maintain a competitive edge. SS&C’s Global Loan Solutions empower lenders to streamline operations, enhance compliance and scale with confidence. learn more in our blog here: https://lnkd.in/eNtRnJts #PrivateMarkets #Fintech

Bundling fund administration and custody may seem efficient, but it can compromise oversight, transparency and flexibility. Separating these functions reduces conflicts of interest, strengthens governance, and enables asset managers to better adapt to evolving strategies and regulations. Learn more in our blog here: https://lnkd.in/dSFEMbzt? #AssetManagement #Fintech

Alternative investments are expanding beyond institutions, reshaping private wealth and retirement portfolios with new opportunities, and added complexity. Success in this space requires scalable operations, transparent pricing and investor education. Download our latest whitepaper to explore key trends, regulatory guidance and how asset managers can confidently scale retail alternatives. https://lnkd.in/exrZ2iQu #Alternatives #AssetManagement #Fintech

Family offices in the Middle East are evolving rapidly as wealth grows and generational transitions accelerate. With increasingly global and complex portfolios, they must balance governance, technology, and efficiency with legacy and values. Our latest white paper explores five key priorities shaping this shift, from managing risk to navigating succession. Download it here: https://lnkd.in/eGNskcpY #HedgeFunds #WealthManagement #Fintech #FamilyOffice #MultiFamilyOffice #SingleFamilyOffice #UAE #MiddleEast