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SS&C Technologies (SSNC) investor relations material
SS&C Technologies Citi's 14th Annual FinTech Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's 14th Annual FinTech Conference summary18 Nov, 2025
Strategic focus and technology initiatives
Emphasis on listening to client needs to identify pain points and opportunities, focusing automation on areas like credit agreement scrubbing and customer service efficiency.
Significant investment in AI and automation, including agentic AI capabilities, with internal deployment and client-facing solutions driving efficiency and margin expansion.
Blue Prism acquisition in 2022 accelerated intelligent automation, delivering both internal cost savings and enhanced client offerings.
AI-driven automation is integrated into workflows, with a focus on governance and security, and is positioned as a differentiator in complex, regulated environments.
AI and automation solutions are developed internally and then scaled to clients, with a growing pipeline and positive momentum.
Business performance and growth drivers
Q3 saw strong revenue growth, with over 9% growth in global and GIDS businesses, which together account for more than half of total revenue.
Margin expansion achieved through cost discipline and automation, enabling revenue growth without proportional expense increases.
GlobeOp, the largest alternative fund administrator, drove 9.6% growth in Q3, with private markets and retail alternatives growing in double digits and over 20%, respectively.
Unique dual offering in fund accounting and transfer agency for retail alternatives positions the business for continued growth.
GIDS business benefits from strengthened competitive positioning, global reach, and a focus on end-client experience, leading to new outsourcing opportunities.
Product and platform strategy
Wealth and Investment Technologies (WIT) houses leading financial software, including Geneva for portfolio accounting and Black Diamond for RIAs, both showing strong growth.
Over 400 clients migrated from Morningstar to Black Diamond in the past year, supporting future growth.
WIT is expected to grow at mid-single digits, with performance influenced by renewal cycles and license deals.
Strategy increasingly focuses on offering bundled solutions across multiple business lines, leveraging a broad product suite.
Purpose-built solutions are tailored for industry verticals, recognizing distinct needs for insurance, alternatives, and other sectors.
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Next SS&C Technologies earnings date
Q4 20256 Feb, 2026
Next SS&C Technologies earnings date
Q4 20256 Feb, 2026
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Frequently asked questions
SS&C Technologies Holdings, Inc., provides software products and software-enabled services to the financial services and healthcare industries in the United States, Canada, Europe, Asia Pacific, Latin America, and internationally. Its Financial Services segment delivers automation solutions for traditional asset management firms; mutual, hedge, exchange traded funds, and closed-end funds, as well as banks; broker-dealers; direct participants in financial exchanges; trust companies; high net worth families; public accounting firms; corporate partners; financial advisers and wealth managers. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
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