Connecticut-Based Investment Manager Chooses SS&C PORTIA to Support its Global Equity Investments

July 16, 2014

Investment manager streamlines operations, enhances global accounting capabilities and delivers advanced client reporting

1We are pleased to announce a well-established Connecticut-based investment manager signed an agreement to implement SS&C PORTIA across its middle-to-back office operations.

The functional limitations of the legacy middle-to-back-office system, including lack of multi-currency transaction processing and inflexible reporting, led the investment manager to search for a new solution. SS&C PORTIA’s global securities coverage, advanced reporting capabilities, automated operational processes and interfaces with custodians and data providers, were key reasons for the selection.

“We are excited to be working with this client to help them build on a strong operations foundation to support their global investment strategies and business growth,” said Christy Bremner, Senior Vice President and General Manager, SS&C. “SS&C provides powerful solutions for firms that need flexibility to accommodate the increasing complexity of the investment management industry.”

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