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Boston Trust & Investment Management Company Signs Strategic Agreement with SS&C to Provide Outsourcing Services
Jul 28, 2016

Leading provider of portfolio management services selects SS&C after rigorous evaluation process

WINDSOR, Conn., July 28, 2016 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced Boston Trust & Investment Management Company (Boston Trust) has selected Advent Outsourcing Services for the firm's enhanced hosting and data management needs. These services offer SS&C's award-winning suite of portfolio management products in a SaaS environment, while offering access to robust data management services.

SS&C Technologies

As part of the agreement, SS&C will provide portfolio accounting and reporting, trade order management, compliance and revenue management via products such as Advent Portfolio Exchange®, Moxy®, Advent Rules Manager®, and Advent Revenue Center®. The agreement is expected to enable Boston Trust to enhance its competitiveness and better serve its customers.

An employee-owned investment management firm with $7.3B in client assets under management, Boston Trust provides services to institutional and individual clients with the aim of providing investors competitive returns with less risk over time. Following a heavily competitive review process, Boston Trust selected SS&C for its robust services, offered on SS&C's proven technology platform.

"Partnering with SS&C suits our business needs well - integrating software, hosting, and data management services in an increasingly agile and competitive organization," said Kenneth S. Pickering, Director of Operations at Boston Trust. "The SS&C suite offers both flexibility in terms of solutions available, and, by combining the technology with expert technical and operational services, allows Boston Trust the foundation from which to focus on our core competencies. The team overseeing the day-to-day running of our services boasts an impressive knowledge of the products and the investment management sector in general - we're looking forward to growing the relationship well into the future."

Outsourcing core investment management operational services is appealing to firms interested in reducing costs, managing risk and improving client service.

"We're proud to be chosen by Boston Trust after their thorough review process which illustrates their belief in our ability to provide best in class service. We believe clients see the unique benefit available from a single vendor technology platform, the long and proven history SS&C has supporting and enhancing products, as well as leveraging the vast experience of SS&C as a proven vendor of outsourced financial technology and operations," noted Robert Roley, ‎SVP and GM of SS&C Advent.

About Boston Trust & Investment Management Company
Boston Trust is an employee-owned, state chartered trust company that provides investment management and fiduciary services to individuals and institutions. Boston Trust specializes in actively managed, high quality equity and multi-asset strategies and manages approximately $7 billion in client assets.

About SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 10,000 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 manage an aggregate of over $44 trillion in assets.

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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