Global scale IFDS operates with a global client focus, serving more than 19 million accounts and over CAD$6 trillion in assets under administration, presenting strong cross-sell opportunities for complementary services in asset data management, compliance, and digital transformation.

Joint venture strength As a 50/50 joint venture between State Street Corporation and SS&C Technologies, IFDS combines deep industry expertise with innovative technology, signaling credibility with potential clients and opening doors for partnerships or referrals in institutions seeking trusted, scalable recordkeeping solutions.

Regulatory efficiency IFDS emphasizes regulatory changes, data management, and risk reduction, aligning with prospects seeking to streamline compliance processes and reduce operational risk through advanced investor recordkeeping and processing platforms.

Tech stack readiness Leveraging technologies such as Salesforce, UNIX, Microsoft tools, Joomla, and integration capabilities, IFDS demonstrates readiness for modernization and digital enablement, offering potential up-sell on cloud, integration, and workflow optimization projects.

Growth and leadership With recent leadership updates and a long-standing client base across asset managers, banks, and insurers, there are opportunities to engage C-suite stakeholders to discuss expansion into new markets, larger asset pools, and enhanced data services.