SS&C Technologies picks up SIM mandate

wealth management

19 July 2012
| By Staff |
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Global investment and financial software provider SS&C Technologies has secured a mandate from Specialist Investment Management (SIML) for provision of its SS&C Global Wealth Platform.

The mandate was announced this week with SS&C Technologies' Australian managing director Phil Banas saying SIML had chosen to partner with his firm via its Global Wealth Platform.

He said SIML had presented with sophisticated requirements based on its investments 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," Banas said.

"Our global reach gives us a unique insight into wealth management firms' evolving requirements, and our longstanding presence in Australia ensures full compliance with local tax and regulatory requirements."

He described Global Wealth Platform as being a real-time, cloud-based investment system designed to streamline the management of multiple client portfolios across markets, currencies and financial instruments. 

Banas said it featured client and advisor portals for online interactive access to investment data.

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