Congratulations on your win at Global Custodian’s Industry Leaders awards. For you, what were the contributing factors behind the successful year that led to this award?
At SS&C, our success is driven by a disciplined focus on three pillars: customer experience, people, and technology, all operating at global scale. We actively use customer feedback to shape our strategy, operating model, and product roadmap. Customer feedback informs not only how we improve the client experience today, but where we invest to meet tomorrow’s needs. At the same time, our employees thrive on working with cutting-edge technology, delivering exceptional service while continuing to grow professionally.
In private equity fund administration specifically, technology has become a decisive factor in buying decisions. Clients are looking beyond current capabilities. They want confidence their provider is investing for the future and executing against that vision. Our sustained investment in automation and AI across our operating platform, led by Blue Prism intelligent automation, has allowed us to modernize workflows, integrate systems more effectively, and reduce manual effort. The result is a more seamless, end to end client experience. When customers see tangible improvements in scale and service, it naturally leads to longer, deeper partnerships.
Could you outline some of the main achievements and milestones from the year?
2025 was a strong year for SS&C, marked by new client engagements where technology and operational resilience were central to the decision. Increasingly, clients are evaluating providers based on how well their platforms can evolve alongside changing market demands, not just one point in time functionality.
Throughout the year, we continued to roll out Blue Prism–led intelligent automation across our core operational processes. We delivered meaningful efficiency gains while also enabling consistency, transparency and client experience. Importantly, we extended this same automation and AI approach to more bespoke, judgment-based processes such as agent notice processing and customer onboarding, strengthening our operating model.
We also operate with a “Customer Zero” mindset. By deploying these capabilities internally first, we’re better positioned to help our clients do the same. That leadership was further reinforced this year when Blue Prism was recognized as a Leader in the Gartner Magic Quadrant for RPA for the seventh consecutive year. The recognition underscores SS&C’s position at the forefront of intelligent automation and AI-enabled operations.
How do you plan to build on this success going into the rest of the year and beyond?
Our strategy is centered on delivering measurable business outcomes for clients. We will continue to closely listen to customer needs, both current and future, and reflect those insights into our investments and product roadmaps.
The recent acquisition of Calastone significantly enhances our global fund connectivity, distribution and data network capabilities. We continue to have success in large client transformations and delivery of global service models for some of the largest asset management firms in the world. These include lift-outs, staff augmentations and large-scale platform transformations. The asset management space, particularly private markets, continues to evolve rapidly. SS&C is well positioned to serve as the premier provider as firms navigate the next phase of growth and transformation.