WINDSOR,
Conn., Jan. 11, 2024 /PRNewswire/ -- SS&C
Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a new
relationship with Schroders Personal Wealth (SPW), the financial
planning joint venture between Schroders plc and Lloyds Banking
Group. SS&C Global Investor and Distribution Solutions (GIDS)
will be SPW's transfer agent. SS&C will provide fund registry,
investor services and digital solutions for the full range of SPW's
funds, with GBP12.7 billion in
AUM.
Schroders Personal Wealth offers holistic financial planning
solutions throughout the U.K., including retirement planning,
investment management, estate planning and more. The firm delivers
digital and face-to-face advice.
SS&C GIDS stood out as a platform with flexible ways of
providing multi-channel services for SPW's clients.
"As a leading wealth management firm in the U.K., our goal is to
continuously deliver an excellent client experience and to provide
the highest quality of investor services," said Dominic Sheridan, CEO of SPW ACD. "SS&C
GIDS' digital suite of products enables us to support oversight of
the service delivery and simplify the onboarding and transaction
experiences for our clients. We look forward to working with
SS&C to take our offering to the next level."
"We are delighted to have been chosen to provide Schroders
Personal Wealth with efficient transfer agency, digital investor
capabilities and end-to-end operational support," said
Damien Barry, Head of SS&C GIDS
EMEA. "We are committed to delivering industry-leading technology
and service to support SPW as the business continues to grow and
are excited to embark on our new partnership together."
SS&C's end-to-end solutions offer unparalleled support for
transfer agency operations, global compliance, and seamless
connectivity for asset managers. Its best-in-class capabilities,
advanced technology integration and an international team of
experts streamline operations, reduce risk, and optimise data.
Learn more here.
About Schroders Personal Wealth
Schroders Personal Wealth is a joint venture between Lloyds
Banking Group and Schroders –two of the UK's largest names in
banking and asset management. We were created to help more people
across the UK benefit from financial advice. We have the advantage
of solid foundations and a strong heritage. But we take a fresh,
transparent and personal approach to financial planning. We aim to
provide clients with clarity and transparency in everything we do.
This includes using technology to explain how long-term financial
planning can add value to peoples' lives; to give people access to
information about their financial wellbeing, and to communicate
with their adviser when it's convenient for the client. Our
heritage may be 400 years old, but our approach is built for the
future. For more information visit spw.com
About SS&C Technologies
SS&C is a global provider of services and software for the
financial services and healthcare industries. Founded in 1986,
SS&C is headquartered in Windsor,
Connecticut, and has offices around the world. Some 20,000
financial services and healthcare organizations, from the world's
largest companies to small and mid-market firms, rely on SS&C
for expertise, scale and technology.
Additional information about SS&C (Nasdaq: SSNC) is
available at www.ssctech.com.
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SOURCE SS&C