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Baldwin Brothers Selects SS&C's Global Wealth Platform
Dec 18, 2014

WINDSOR, Conn., Dec. 18, 2014 (GLOBE NEWSWIRE) -- SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C's wealth management platform. The independent, US-based financial advisory firm with approximately $1 billion in assets under management will use the platform to support its growing business.

SS&C's Global Wealth Platform™ (GWP), including its advanced performance measurement and composite reporting, will integrate the complete client management and portfolio management value chain. The selected platform scope also covers business requirements such as high quality client statements and web-based portal, portfolio modelling, rebalancing, performance attribution, and risk management.

"We selected SS&C after an in-depth review of wealth management solution suppliers. The combination of SS&C's top class client base, modern cloud-based platform, the scope of its platform components and professional services approach has convinced us of its ability to become our business partner for the future," said Taylor Baldwin, Director of Operations at Baldwin Brothers. "Now that our entire wealth management operations will be managed from a single integrated platform, we can retire our disparate systems, enabling superior customer relationship servicing and positioning us for future growth."

"We are delighted to have been selected by Baldwin Brothers, one of the leading independent financial advisory players," said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. "We are equally pleased with the momentum that GWP is building around the globe as we add another customer to our blue-chip customer list."

About Baldwin Brothers Inc.

Baldwin Brothers is an independent financial advisory firm with approximately $1 billion in assets under management, working to create, build and preserve wealth for our clients. Since 1974 we've been redefining the client experience through highly personalized attention, by crafting portfolios and strategies that reflect the individual point of reference of the people with whom we work. The results are investments that have true and meaningful impacts on our clients' financial future, the next generation, and the world around us. www.baldwinbrothersinc.com

About SS&C Technologies

SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. Some 6,900 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. These clients in the aggregate manage over $26 trillion in assets.

Additional information about SS&C (Nasdaq:SSNC) is available at www.ssctech.com.

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CONTACT: For more information

         

         Patrick Pedonti

         Chief Financial Officer

         Tel: +1-860-298-4738

         E-mail: InvestorRelations@sscinc.com

         

         Justine Stone

         Investor Relations

         Tel: +1- 212-367-4705

         E-mail: InvestorRelations@sscinc.com

         

         Media Contacts

         

         Naomi Clark

         Metia (UK)

         Tel. +44 (0)20 3100 3683

         Email: ss&c@metia.com

         

         Kelly Holman

         BackBay Communications (US)

         Tel: +1 212 520 1385, ext. 4

         Email: ss&c@metia.com

Categories: Press Releases
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Patrick Pedonti 
Chief Financial Officer, SS&C Technologies 
Tel: 1-860-298-4738 
E-mail: InvestorRelations@sscinc.com

Justine Stone Investor, Relations, SS&C Technologies
Tel: 1- 212-367-4705
E-mail: InvestorRelations@sscinc.com

Media Contacts 
Sean Welch 
PAN Communications
Tel: (407) 734-7330
E-mail: ssc@pancomm.com