WINDSOR,
Conn., July 22, 2024 /PRNewswire/ -- SS&C
Technologies Holdings, Inc. (Nasdaq: SSNC) today announced releases
across its full line of SS&C Advent and Eze solutions,
including Geneva®, Genesis, Eze OEMS, Eze Eclipse, and other
related platforms.
SS&C is building on successful
collaborations between the Advent, Eze, and other teams.
"A major initiative this year is continuing to build on our
successful collaborations between SS&C Advent, SS&C Eze,
and other teams within SS&C Technologies, particularly SS&C
GlobeOp. These projects are already delivering exciting new
solutions and capabilities coming to market," said Karen Geiger, Co-General Manager of SS&C
Advent. "Our positive, entrepreneurial culture keeps our innovators
motivated and curious, resulting in cutting-edge technology and
services to enable our clients to focus on their core
competencies."
Investment Management Market
To achieve greater efficiency and accuracy in the face of
mounting complexity and volume, SS&C Advent is introducing the
Genesis platform to provide a modern, connected investment
experience across the front, middle, and back offices. The platform
brings onto a single cloud interface the best elements of solutions
such as Advent Portfolio Exchange (APX), Eze OEMS and Genesis
Portfolio Management. The platform gives clients access to
real-time data across the accounting, portfolio management, and
trade order management applications.
The Genesis Platform offers seamless integration for
investment managers, enabling teams to manage complex portfolios
with multiple asset classes and fund structures in any currency.
Recent application enhancements include:
- Portfolio Management: Besides providing real-time access to
positions and cash for portfolio managers, users can access
enhanced tax loss harvesting functionality and household
management.
- Order Management: Leveraging Eze OMS, recent updates focus on
the user experience with UI consistency across all platforms.
- Accounting: Improvements focus on UI, system performance, and
integrations, increasing processing times.
- Reconciliation: Intelligent automation is being incorporated
into daily workflows to extend public APIs to show reconciliation
status at the portfolio level and exception management for
multi-strategy portfolios or "sleeves" whereby users can see
"swept" transactions and move as needed.
Alternative Investment Managers
With the continuous growth in private markets, SS&C Advent
delivered high-value functionality across asset classes and fund
structures.
Geneva® introduced the ability to construct and
implement bespoke fee structures for complex, open-ended funds with
Investor Fee Builder.
- The platform also automated workflows to generate better cash
management for CLOs and added a wide range of investment accounting
and life cycle management features geared at the credit, structured
product and fixed income markets.
- The new Investor Workspace feature for investor accounting data
provides easy access to fees, capital commitments, P&L
allocations, and more details.
- Loan Data, a loan market solution introduced earlier this year,
onboarded several new clients.
Data Lens, a holistic solution for data procurement,
curation, visualization and management, launched to enable
customers to reduce technology costs and simplify workflows. The
solution streamlines the procurement process for data products and
enables easy integration into a client firm's infrastructure.
Eze Eclipse rolled out:
- Simplified trading workflows, such as the ability to use
leverage ratios during order creation. Users can now merge orders
directly from their blotter to save valuable time.
- Increased flexibility in grouping, sorting, and filtering the
blotter enhances the user experience.
- Additional asset class enhancements, such as improved swap
management and support for MBS and ABS.
- An expanded menu of plug-and-play solutions to bolster the
platform's capabilities in risk management, reporting, data
analytics, trade surveillance, liquidity, and TCA through Eze
Marketplace.
Eze OEMS bolstered fixed-income trading with
electronic trading for corporates, government/agency, municipals,
and securitized bonds with aggregated liquidity across three
trading venues. A complete overhaul to the UI introduced new
enhanced liquidity views. Managed application clients will now get
upgrades automatically every six weeks.
About SS&C Technologies
SS&C is a global provider of services and software for the
financial services and healthcare industries. Founded in 1986,
SS&C is headquartered in Windsor,
Connecticut, and has offices around the world. Some 20,000
financial services and healthcare organizations, from the world's
largest companies to small and mid-market firms, rely on SS&C
for expertise, scale, and technology.
Additional information about
SS&C (Nasdaq:SSNC) is available at www.ssctech.com.
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SOURCE SS&C