SS&C targets institutional investors with new asset allocator platform

Powered by FundHub, platform delivers integrated software-plus-service solution.

By Richard Schwartz

SS&C Technologies Holdings has launched a new asset allocator platform powered by FundHub for institutional investors.  

Current clients are migrating onto the platform, along with new ones such as the University of Wyoming Foundation.  

“FundHub provides my office with a holistic view of our portfolio holdings and fund document repository, putting performance analysis, portfolio and fund management at our fingertips,” said Philip Treick, University of Wyoming Foundation chief investment officer.

“With the SS&C service team collecting, reconciling and processing all investment activity and managing treasury operations on a timely basis, my team can focus on the business of investing while still maintaining full control of our investment operations.”  

The new technology delivers fund data aggregation and analysis, holdings look-through, document management, and ABOR and IBOR reporting on a single integrated platform. It also provides reporting and analytical tools for performance measurement, liquidity planning, and exposure analysis. 

 “We are pleased to offer this enhanced combination of best-of-breed technology and investment operations services to our asset allocator clients,” said Christopher Kundro, managing director of global fund and allocator services at SS&C, adding that the new offering enables investment and operations professionals to obtain more accurate and timely information and focus on value-added activities. 

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