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RFP News

Specialist Investment Management Selects SS&C’s Global Wealth Platform

Published on 05 Jul 2012

SS&C Technologies (NASDAQ: SSNC) announced that Specialist Investment Management Pty Ltd (SIML) has selected SS&C’s Global Wealth Platform™ to support its Australian wealth management business.

SIML’s investment strategy is to manage multiple asset types and maximize investment returns at each stage of the economic cycle. The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments. SIML was moved to select the Global Wealth Platform for its ability to support increasing volumes and diversifying asset classes.

“With SIML, I wanted to avoid a narrow, single asset type focus, which only works at certain points in the investment cycle. In order to produce consistently high returns, it is necessary to switch between asset types including equities, asset-backed securities, foreign exchange and derivatives,” said Peter Kennedy, Founder and Chief Executive Officer, SIML. “SS&C’s Global Wealth Platform is a modern, web-based system with excellent instrument coverage. The cloud-based model is ideal for a start-up like SIML and Global Wealth Platform gives us rapid time to market while avoiding significant upfront capital expenditure.”

“We are delighted that SIML has chosen to partner with SS&C and our Global Wealth Platform,” said Phil Banas, Managing Director, Australia, SS&C Technologies. “SIML has sophisticated requirements and invests in a wide range of instrument types and markets. Global Wealth Platform has been designed from the ground up to manage multiple instruments and markets. Our global reach gives us a unique insight into wealth management firms’ evolving requirements and our long standing presence in Australia ensures full compliance with local tax and regulatory requirements.”

Global Wealth Platform is a real-time, cloud-based investment system, designed to streamline the management of multiple client portfolios across markets, currencies and financial instruments. Featuring client and advisor portals for online interactive access to investment data, Global Wealth Platform is the system of choice for wealth managers looking to automate their operations and delight their clients.