SS&C Innovest

Financial ServicesNew York, United States51-200 Employees

SS&C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations. Its scalable and robust cloud-based technology stack supports AUA in trust accounting and wealth management, retirement accounts, collective funds, payments and statements, and tax forms.  The Managed Services offering also provides comprehensive back- and middle-office services to organizations around the country. SS&C Innovest is also the largest provider of fiduciary Unique Asset accounting, management and outsourcing services in the country, covering assets including Oil, Gas, Minerals, Real Estate, Closely-Held Businesses, and Farms. 

Seamless integrations into SS&C products such as the Black Diamond Wealth®, Salentica® CRM’s and more ensure that your firm is able to leverage the power of the complete SS&C ecosystem.

For more information, contact us at (800) 727-0605 or info@advent.com.

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