SS&C Innovest Email Format

Financial ServicesNew York, United States51-200 Employees

SS&C Innovest operates in the financial services sector, delivering scalable cloud-based technology and managed services to trust companies, wealth managers, retirement platforms, and philanthropic organizations. Its offerings support fiduciary and wealth administration activities such as trust accounting, retirement accounts, collective funds, payments, statements, and tax forms, while its managed services provide comprehensive back- and middle-office support. The company also claims a leading position in fiduciary asset accounting and outsourcing for a range of asset types, including oil, gas, minerals, real estate, closely-held businesses, and farms, and it emphasizes integrations within the broader SS&C ecosystem.

Headquartered in New York City, the firm serves a diverse client base across the financial services landscape. Its technology is designed to improve efficiency and accuracy amid growing complexity and volumes in the industry, and it emphasizes seamless connections with other SS&C products to enable a unified experience for its clients. A recent development highlighted in industry press is the introduction of the Genesis platform as part of its product lineup to enhance front-, middle-, and back-office operations.

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