WINDSOR, Conn., April 9, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that T. Rowe Price, a global investment management firm, has extended its transfer agency agreement with SS&C Global Investor and Distribution Solutions (GIDS) for its U.K. fund range. SS&C will provide transfer agency services for T. Rowe's open-ended investment company (OEIC) funds, which currently manage approximately £1.5 billion in assets. Founded in 1937, T. Rowe Price (NASDAQ – GS: TROW) help ...

Core Insights - SS&C Technologies Holdings, Inc. is expanding its global presence by opening a new office in Riyadh, Saudi Arabia, to enhance relationships with local financial authorities [1][3] - The company serves 850 financial institutions and corporate clients in the Middle East, with 150 clients located in Saudi Arabia [2] - The new office aims to leverage the opportunities presented by Saudi Arabia's Vision 2030 economic transformation program, which is expected to involve over $3 trillion in investments [3] Company Overview - SS&C Technologies is a global provider of services and software for the financial services and healthcare industries, founded in 1986 and headquartered in Windsor, Connecticut [4] - The company supports more than 22,000 financial services and healthcare organizations, ranging from large corporations to small and mid-market firms [4]

WINDSOR, Conn., April 3, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services and healthcare software and software-enabled services, will announce its financial results for the first quarter ended March 31, 2025 after the close of the market on Thursday, April 24, 2025. The earnings conference call, scheduled for Thursday, April 24, 2025 at 5:00 p.m. Eastern Time, will discuss first quarter 2025 results. Details of the release are as follows: News Rel ...

WINDSOR, Conn., March 25, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Principal Asset Management has extended its transfer agency relationship with SS&C. Principal Asset Management is the investment management division of Principal Financial Group (Nasdaq: PFG). SS&C Global Investor & Distribution Solutions will provide a full range of fund services to Principal's 114 mutual funds comprised of 467 mutual and retail alternatives share classes, with approximately ...

ARS' Lifetime Income Builder Products to Join SS&C Retirement Income Clearing & Calculation (RICC) PlatformWINDSOR, Conn., March 18, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that ARS, an innovative guaranteed lifetime income solutions and technology provider for the defined contribution market, has partnered with SS&C Retirement Solutions to distribute and service its suite of Lifetime Income Builder retirement products.ARS' Lifetime Income Builder offers group fi ...

Core Viewpoint - The company SS&C Technologies Holdings, Inc. is reaffirmed as a strong investment opportunity, being the largest global provider of software and technology-enabled services for the financial services and healthcare industries [1]. Company Summary - SS&C Technologies has shown stronger performance since the last analysis, indicating positive growth and potential for investors [1]. - The company operates primarily in the technology, infrastructure, and internet services sectors, focusing on firms with solid fundamentals and growth potential [1]. Analyst Background - The analyst has a robust background in financial modeling, valuation, and data analysis, holding certifications in Financial Modeling & Valuation Analyst and Business Intelligence & Data Analyst [1]. - The analyst expresses a keen interest in the stock market as a means to grow wealth and aims to provide valuable insights to readers and investors interested in long-term investing [1].

WINDSOR, Conn., March 5, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Dimensional Fund Advisors (DFA), a global leader in systematic investing, has extended its transfer agency agreement with SS&C Global Investor and Distribution Solutions (GIDS) for its U.K. fund range. SS&C will provide transfer agency (TA) services for Dimensional's open-ended investment company (OEIC) funds, which manage GBP 8.7 billion in assets.*"We are pleased to continue our relationship ...

Financial Performance and Risks - The company's operating results, including profit margins and profitability, are expected to fluctuate over time due to various factors such as the timing and nature of license and service transactions [109]. - An increase in subaccounting services performed by brokerage firms has adversely impacted revenues, with lower fees charged on a per unit basis compared to traditional shareowner accounting [113]. - The company has substantial investments in private equity funds, which are illiquid and may decline in value, potentially impacting financial condition [141]. - The company’s financial health may be adversely affected by increases in interest rates and economic volatility [164]. - Average daily cash balances maintained in bank accounts for 2024 were approximately $2.3 billion, with a 100 basis point change in interest rates equating to approximately $11.6 million in net income annually [302]. - Total debt as of December 31, 2024, was $7,045 million, including $4,295 million of variable interest rate debt, with a 100 basis point increase in interest rates resulting in an approximate $43 million change in interest expense per year [303]. - Fair value of investments subject to equity price risk as of December 31, 2024, was approximately $43.9 million, with a 10% change in fair value impacting net income by approximately $3.3 million [304]. Regulatory and Compliance Challenges - The regulatory landscape surrounding AI is evolving and uncertain, with emerging regulations that may vary across jurisdictions and are subject to change [133]. - The company is subject to examinations by various authorities, including tax authorities, which may affect its financial condition and results of operations [112]. - The evolving regulatory environment, including the Dodd-Frank Act and the E.U.'s AIFMD, poses compliance challenges that could lead to sanctions or operational limitations [152]. - The company is subject to extensive regulations that could impact demand for its products and services, particularly in the healthcare industry [154]. - The company is subject to various data privacy laws, including the U.S. Health Insurance Portability and Accountability Act (HIPAA) and the California Consumer Privacy Act (CCPA), which pose compliance challenges and potential costs [158]. - The company faces risks related to compliance with international data protection regulations, such as the EU's General Data Protection Regulation (GDPR), which imposes strict privacy and data security requirements [159]. - The company may incur significant costs and liabilities due to privacy concerns, which could inhibit the use of its platform and affect sales [161]. Operational and Market Risks - The company faces challenges in adapting to rapidly changing technology and evolving industry standards, which may affect its ability to enhance existing products and develop new ones [123]. - The development and use of machine learning and artificial intelligence (AI) present risks, including potential inaccuracies and biases in AI outputs, which could impact the company's business [125][126]. - Catastrophic events, such as pandemics or natural disasters, could adversely affect the company's operations and client relationships [114]. - A significant portion of the company's business is conducted outside the U.S., exposing it to risks from foreign currency exchange rate fluctuations [139]. - The company does not currently engage in material hedging activities, increasing its exposure to currency risks [140]. - Approximately 31% of revenues in 2024 were from clients located outside the U.S., with exposure to foreign currency exchange rates primarily from transactions in British pounds [306]. Legal and Litigation Risks - Legal and regulatory risks could significantly affect the company's operations and financial results, especially in the financial and healthcare sectors [147]. - The company faces potential claims and litigation from clients and third parties, which could divert management resources and harm its reputation [156]. - The company is exposed to litigation regarding intellectual property rights, which could result in significant liability and adversely affect its business [162]. - The company may face legal uncertainties regarding the protectability of AI-generated works, which could limit its ability to secure exclusive intellectual property rights [128]. Shareholder and Governance - The company’s Chairman and CEO, William C. Stone, beneficially owns approximately 14.0% of the outstanding shares, giving him significant influence over company affairs [179]. - The company’s ability to pay dividends is limited by its status as a holding company and the terms of its indebtedness agreements [180]. - The company’s stock price has fluctuated significantly, trading as high as $84.85 and as low as $6.64 since its initial public offering [175].

Core Insights - LPL Financial has expanded its partnership with SS&C Technologies to enhance its alternatives business through the integration of SS&C ALTSERVE™ [1][2] - The collaboration aims to streamline back and middle-office functions, standardize data feeds, and improve the custody of alternative investment products [2][8] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [3][5] - SS&C Technologies is a global provider of services and software for the financial services and healthcare industries, with over 22,000 organizations relying on its expertise and technology [6]

Core Insights - Arrowpoint Investment Partners has selected SS&C GlobeOp to administer its flagship $1 billion multi-strategy fund, which utilizes 18 portfolio managers across Hong Kong and Singapore [1][2] - Arrowpoint aims to integrate multiple strategies using technology to achieve consistent, high-quality, risk-adjusted returns, focusing on investments in Asia [2] - SS&C GlobeOp is positioned to support Arrowpoint by managing the complexities of multi-strategy vehicles, including various asset classes and reporting requirements [3] Company Overview - Arrowpoint Investment Partners is an Asia-focused investment firm founded by Jonathan Xiong, emphasizing a differentiated multi-strategy platform [4] - SS&C Technologies is a global provider of services and software for financial services and healthcare, with over 22,000 organizations relying on its expertise and technology [4]