SS&C Technologies Holdings, Inc. (SSNC): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da tecnologia financeira, a SS&C Technologies Holdings, Inc. (SSNC) surge como uma potência, transformando como as instituições financeiras navegam em desafios tecnológicos complexos. Ao misturar perfeitamente soluções inovadoras de software, parcerias estratégicas e tecnologias em nuvem de ponta, a SS&C se posicionou como um facilitador crítico para os setores de gerenciamento de investimentos, bancos e investimentos alternativos. Seu modelo abrangente de negócios de negócios revela uma abordagem sofisticada para agregar valor por meio de plataformas integradas que não apenas simplificam os processos operacionais, mas também fornecem alternativas tecnológicas personalizáveis ​​e econômicas que estão redefinindo o ecossistema de serviços financeiros.

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com as principais instituições financeiras e empresas de investimento

A SS&C Technologies mantém parcerias estratégicas com várias instituições financeiras:

Parceiro	Foco em parceria	Ano estabelecido
JPMorgan Chase	Soluções de gerenciamento de investimentos	2019
BlackRock	Plataformas de gerenciamento de portfólio	2017
Goldman Sachs	Sistemas de relatórios financeiros	2020

Parcerias de tecnologia com provedores de serviços em nuvem

A SS&C colabora com os principais provedores de infraestrutura em nuvem:

• Amazon Web Services (AWS) - Hospedagem em nuvem e infraestrutura escalável
• Microsoft Azure - Enterprise Cloud Computing Services
• Plataforma do Google Cloud - Analytics de dados avançados e integrações de aprendizado de máquina

Colaboração com empresas de desenvolvimento de software e segurança cibernética

As principais parcerias de segurança cibernética e desenvolvimento de software incluem:

Parceiro	Área de colaboração	Valor do contrato
Redes Palo Alto	Infraestrutura de segurança cibernética	US $ 12,5 milhões anualmente
Crowdstrike	Sistemas de detecção de ameaças	US $ 8,3 milhões anualmente
OKTA	Gerenciamento de identidade	US $ 6,7 milhões anualmente

Parcerias de integração com dados financeiros e plataformas de análise

A SS&C se integra a plataformas de dados financeiros proeminentes:

• Terminal Bloomberg - Dados do mercado financeiro em tempo real
• FACTSET - Analítica e pesquisa financeira
• S&P Global Market Intelligence - Serviços de Informação Financeira

Valor da rede total de parcerias: aproximadamente US $ 75,2 milhões em acordos colaborativos anuais a partir de 2024

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: Atividades -chave

Desenvolvimento de software financeiro e inovação

Investimento de P&D em 2023: US $ 309,8 milhões

Categoria de software	Gastos anuais de desenvolvimento
Software de gerenciamento de investimentos	US $ 127,4 milhões
Soluções de tecnologia bancária	US $ 92,6 milhões
Plataformas de gerenciamento de patrimônio	US $ 89,8 milhões

Soluções de tecnologia baseadas em nuvem para serviços financeiros

Receita de serviço em nuvem em 2023: US $ 1,24 bilhão

• Implantação total da infraestrutura em nuvem: 87% do portfólio de produtos
• Soluções em nuvem híbrida: 62% dos clientes corporativos
• Assinantes da plataforma SaaS: 3.742 instituições financeiras

Serviços de gerenciamento de dados e análise

Métricas de processamento de dados	Volume anual
Transações financeiras processadas	2,4 trilhões
Pontos de dados analisados ​​diariamente	487 milhões
Análise de risco em tempo real	Cobertura de 93%

Implementação e suporte de software corporativo

Receita anual de implementação: US $ 456,7 milhões

• Tempo médio de implementação: 4,2 meses
• Equipes de implementação global: 672 especialistas
• Taxa de sucesso de integração do cliente: 94%

Fusões e aquisições

Ano	Aquisição	Valor
2023	Inteligência de canoa	US $ 147 milhões
2022	Intralinks Holdings	US $ 2,1 bilhões
2021	Grupo de prisma azul	US $ 1,3 bilhão

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: Recursos -chave

Plataformas de tecnologia financeira proprietária

A SS&C Technologies mantém um conjunto abrangente de plataformas de tecnologia financeira com as seguintes especificações:

Nome da plataforma	Função primária	Implantação de mercado
Advento Genebra	Plataforma de gerenciamento de investimentos	Usado por mais de 1.500 empresas de investimento em todo o mundo
Algoritmias	Solução de gerenciamento de riscos	Implantado em mais de 40 países
PRISM AZUL	Automação de processo robótico	Implementado em 70 clientes corporativos

Grande portfólio de soluções de software

A SS&C Technologies oferece diversas soluções de software em vários setores financeiros:

• Software de gerenciamento de patrimônio: mais de 4.200 clientes ativos
• Plataformas de contabilidade de investimentos: atendendo mais de 22.000 profissionais de investimento
• Soluções de investimento alternativas: usado por mais de 1.800 fundos de hedge e empresas de private equity

Extensa propriedade intelectual e patentes

Breakdown do portfólio de propriedades intelectuais:

Categoria de patentes	Número de patentes	Foco em tecnologia
Tecnologia financeira	87 patentes ativas	Integração de blockchain e IA
Computação em nuvem	42 patentes registradas	Gestão de dados financeiros seguros

Equipe global de especialistas financeiros e de tecnologia

Composição da força de trabalho a partir de 2023:

• Total de funcionários: 26.000+
• Locais globais: 38 países
• Profissionais de tecnologia: 65% da força de trabalho
• Experiência média dos funcionários: 8,5 anos

Infraestrutura em nuvem robusta e data centers

Detalhes da infraestrutura:

Especificação de data center	Capacidade	Nível de segurança
Total de data centers	12 instalações globais	SoC 2 tipo II Compatível
Capacidade de armazenamento em nuvem	3.2 Petabytes	99,99% Garantia de tempo de atividade
Investimento anual de infraestrutura em nuvem	US $ 78 milhões	Atualizações tecnológicas contínuas

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: proposições de valor

Soluções abrangentes de tecnologia financeira para diversos setores da indústria

A SS&C Technologies fornece soluções de tecnologia em vários setores financeiros com o seguinte alcance do mercado:

Setor	Cobertura de mercado	Contribuição anual da receita
Gerenciamento de investimentos	Mais de 18.000 clientes globalmente	US $ 2,1 bilhões
Investimentos alternativos	Mais de 7.000 fundos de hedge e empresas de private equity	US $ 1,3 bilhão
Bancário & Crédito	1.500+ instituições financeiras	US $ 850 milhões

Plataformas avançadas de gerenciamento de dados e processamento de investimentos

A SS&C oferece plataformas de tecnologia sofisticadas com os seguintes recursos:

• Processando mais de US $ 14 trilhões em ativos sob administração
• Apoiando mais de 75 estratégias de investimento
• Processamento de dados em tempo real com 99,99% de tempo de atividade

Software integrado melhorando a eficiência operacional

Métricas de eficiência tecnológica:

Métrica de eficiência	Desempenho
Redução de custos	Até 40% de economia de custos operacionais
Velocidade de processamento	5x mais rápido que os sistemas tradicionais
Redução de erros	Redução de 95% nos erros de processamento manual

Soluções personalizáveis ​​para fluxos de trabalho financeiros complexos

Os recursos de personalização incluem:

• Integração da API com mais de 200 plataformas de terceiros
• Configurações de fluxo de trabalho específicas do setor
• Suporte a classe multi-ativa

Alternativas de tecnologia econômica

Comparação de custos para instituições financeiras:

Tipo de solução	Custo anual	Porcentagem de economia
Sistemas tradicionais	US $ 500.000 - US $ 2 milhões	N / D
Plataformas SS&C	$ 250.000 - US $ 1 milhão	Até 50%

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de Negócios: Relacionamentos ao Cliente

Equipes de gerenciamento de contas dedicadas

A SS&C Technologies mantém 247 clientes de nível corporativo entre os setores de serviços financeiros e saúde. A empresa aloca US $ 42,3 milhões anualmente à infraestrutura de gerenciamento de relacionamento com o cliente.

Segmento de clientes	Gerentes de conta dedicados	Valor médio da conta
Gerenciamento de investimentos	78 gerentes dedicados	US $ 1,2 milhão por conta
Bancário & Crédito	62 gerentes dedicados	US $ 890.000 por conta
Assistência médica	45 gerentes dedicados	US $ 675.000 por conta

Suporte técnico em andamento e atendimento ao cliente

SS&C opera Centros de suporte globais 24/7 com 612 Profissionais de suporte técnico. Os canais de suporte ao cliente incluem:

• Suporte telefônico em 12 idiomas
• Gerenciamento de ingressos por e -mail
• Serviços de bate -papo ao vivo
• Assistência remota na área de trabalho

Atualizações regulares de software e aprimoramentos de recursos

A SS&C investe US $ 324 milhões anualmente em P&D, lançando 3-4 Atualizações principais de software por linha de produto cada ano.

Linha de produtos	Frequência anual de atualização	Tempo médio de desenvolvimento
Plataforma do Advento	4 atualizações	6-8 meses
PRISM AZUL RPA	3 atualizações	4-6 meses
Soluções de saúde	3 atualizações	5-7 meses

Assistência de treinamento e implementação

A SS&C fornece suporte abrangente de implementação com US $ 56,7 milhões alocados aos programas de integração e treinamento de clientes.

• Consultores de implementação personalizados
• Módulos de treinamento on -line
• Workshops técnicos trimestrais
• Programas de treinamento corporativo personalizado

Retenção de clientes através de inovação tecnológica contínua

A SS&C mantém a Taxa de retenção de clientes de 92% com US $ 438 milhões investidos em inovação tecnológica através das linhas de produtos.

Área de foco na inovação	Investimento	Impacto esperado
Integração da IA	US $ 124 milhões	15% de eficiência operacional
Migração em nuvem	US $ 167 milhões	20% de melhoria de escalabilidade
Segurança cibernética	US $ 147 milhões	Proteção de dados aprimorada

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de Negócios: Canais

Força de vendas direta

A SS&C Technologies mantém uma equipe global de vendas diretas de 1.245 profissionais de vendas a partir do quarto trimestre 2023. A força de vendas tem como alvo clientes de nível corporativo em serviços financeiros, serviços de saúde e private equity.

Região de vendas	Número de representantes de vendas	Receita anual média por representante
América do Norte	685	US $ 2,3 milhões
Europa	340	US $ 1,8 milhão
Ásia-Pacífico	220	US $ 1,5 milhão

Marketplace de software online

A SS&C oferece soluções de software através de várias plataformas digitais com 127 produtos de software distintos disponíveis on -line a partir de 2024.

• Plataforma de mercado digital da SS&C
• Mercados de nuvem de terceiros
• Canais de download de software direto

Conferências de Tecnologia e Eventos da Indústria

A SS&C participa de 42 principais conferências de tecnologia financeira anualmente, com um alcance estimado de 15.000 clientes em potencial.

Tipo de evento	Participação anual	Interações estimadas do cliente
Conferências de Tecnologia Financeira	42	15,000
Seminários da indústria	28	8,500

Marketing digital e plataformas baseadas na Web

A SS&C investe US $ 12,4 milhões anualmente em marketing digital em vários canais, gerando 68.000 leads qualificados em 2023.

• Campanhas de marketing do LinkedIn
• Anúncios do Google direcionados
• Série de webinar
• Plataformas de marketing de conteúdo

Redes de referência de parceiros

A SS&C mantém 276 relacionamentos ativos em parceiros de tecnologia e consultoria, gerando US $ 124 milhões em receita referida em 2023.

Categoria de parceiro	Número de parceiros	Receita referida
Parceiros de tecnologia	184	US $ 87 milhões
Parceiros de consultoria	92	US $ 37 milhões

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: segmentos de clientes

Empresas de gerenciamento de investimentos

A SS&C atende a aproximadamente 18.500 empresas de gerenciamento de investimentos em todo o mundo.

Quebra de segmento	Número de clientes	Quota de mercado
Consultores de investimento registrados	7,200	35%
Gerentes de ativos institucionais	5,600	30%
Empresas de gerenciamento de patrimônio	5,700	35%

Instituições bancárias e financeiras

A SS&C suporta mais de 1.500 instituições bancárias e financeiras.

• Os 50 principais bancos globais como clientes
• Receita anual do segmento bancário: US $ 745 milhões
• Valor médio do contrato: US $ 2,3 milhões por instituição

Fundos de private equity e hedge

A SS&C atende a 2.300 clientes de fundos de private equity e hedge.

Tipo de fundo	Número de clientes	Ativos sob administração
Fundos de private equity	1,100	US $ 3,2 trilhões
Fundos de hedge	1,200	US $ 2,8 trilhões

Companhias de seguros

A SS&C suporta 850 companhias de seguros em todo o mundo.

• Clientes de seguro de vida: 450
• Seguradoras de propriedade e vítimas: 250
• Empresas de resseguro: 150
• Receita anual do segmento de seguro: US $ 520 milhões

Organizações de investimento alternativas

A SS&C serve 1.100 organizações de investimento alternativo.

Tipo de investimento alternativo	Número de clientes	Total de ativos gerenciados
Fundos imobiliários	450	US $ 1,5 trilhão
Fundos de infraestrutura	250	US $ 750 bilhões
Outros investimentos alternativos	400	US $ 1,2 trilhão

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: Estrutura de custos

Despesas de pesquisa e desenvolvimento

De acordo com o relatório anual de 2022, a SS&C Technologies investiu US $ 258,8 milhões em despesas de pesquisa e desenvolvimento, representando 10,2% da receita total.

Ano	Despesas de P&D ($ M)	Porcentagem de receita
2022	258.8	10.2%
2021	235.4	9.8%

Manutenção da infraestrutura em nuvem

A SS&C Technologies alocou aproximadamente US $ 87,5 milhões para manutenção de infraestrutura em nuvem e infraestrutura de tecnologia relacionada no ano fiscal de 2022.

Investimentos de vendas e marketing

As despesas de vendas e marketing para tecnologias de SS&C em 2022 totalizaram US $ 316,2 milhões, representando 12,4% da receita total da empresa.

• Equipe de vendas Headcount: 1.200 mais profissionais
• Investimentos de tecnologia de marketing: US $ 42,3 milhões
• Campanha de marketing global orçamento: US $ 23,7 milhões

Compensação e treinamento de funcionários

Os custos totais de remuneração dos funcionários para as tecnologias de SS&C em 2022 foram de US $ 1,24 bilhão, incluindo salários, benefícios e compensação baseada em ações.

Categoria de compensação	Valor ($ m)
Salários da base	845.6
Bônus de desempenho	213.4
Remuneração baseada em ações	181.0

Aquisição de tecnologia e custos de integração

Em 2022, a SS&C Technologies gastou US $ 673,2 milhões em aquisições de tecnologia e despesas de integração relacionadas.

• Número de aquisições de tecnologia: 3 principais transações
• Custo médio de integração por aquisição: US $ 224,4 milhões
• Tecnologia Due Diligence Despesas: US $ 12,6 milhões

SS&C Technologies Holdings, Inc. (SSNC) - Modelo de negócios: fluxos de receita

Taxas de licenciamento de software

Para o ano fiscal de 2023, a SS&C Technologies registrou receita total de US $ 5,65 bilhões. As taxas de licenciamento de software contribuíram com uma parcela significativa desta receita.

Categoria de receita	Valor (2023)	Porcentagem da receita total
Taxas de licenciamento de software	US $ 1,42 bilhão	25.1%

Serviços em nuvem baseados em assinatura

A receita de serviços em nuvem para tecnologias de SS&C em 2023 representou um segmento crescente de seu modelo de negócios.

Receita de serviços em nuvem	Valor (2023)	Crescimento ano a ano
Serviços em nuvem de assinatura	US $ 1,13 bilhão	8.2%

Serviços de implementação profissional

A SS&C Technologies gera receita por meio de serviços profissionais e implementação.

• Receita de Serviços de Implementação em 2023: US $ 456 milhões
• Valor médio do projeto de implementação: $ 127.000
• Margem dos Serviços de Implementação: 22,3%

Contratos de suporte técnico em andamento

Os contratos de suporte técnico fornecem um fluxo de receita recorrente estável para a empresa.

Tipo de contrato de suporte	Receita anual	Número de contratos
Suporte técnico anual	US $ 687 milhões	4.200 contratos ativos

Projetos de desenvolvimento de software personalizados

Os projetos de desenvolvimento personalizado contribuem para os diversos fluxos de receita da SS&C Technologies.

• Receita de desenvolvimento personalizado em 2023: US $ 312 milhões
• Valor médio do projeto: US $ 245.000
• Número de projetos personalizados concluídos: 1.270

SS&C Technologies Holdings, Inc. (SSNC) - Canvas Business Model: Value Propositions

End-to-end technology and outsourcing for complex operations

You're looking at a provider that handles the heavy lifting for complex financial and healthcare processes. SS&C Technologies Holdings, Inc. supports more than 22,000 financial services and healthcare organizations globally as of the first quarter of 2025. Their software-enabled services revenue alone hit $1,269.9 million in Q1 2025. To give you a concrete example of scale, a recent client win involved providing a full range of fund services to Voss Capital across two funds holding $375 million in assets under management. Overall, SS&C supports over USD 6.1 trillion in private wealth assets under management across more than 3,000 firms worldwide.

Scalable, secure, and compliant SaaS/software-enabled services

The value here is consistency and stickiness. SS&C Technologies Holdings, Inc. has maintained average revenue retention rates greater than 95% on its software-enabled services and maintenance/licenses contracts for its core enterprise products over the last five years. You see this recurring strength in the growth figures; Financial Services Recurring Revenue Growth was 5.9% in Q1 2025 and accelerated to 6.7% in Q3 2025. Furthermore, their European expansion, marked by the MiFID-authorized Dublin entity, services over EUR 95 billion in assets across all fund structures and EUR 25 billion in Life & Pension products. That's serious scale built on compliance infrastructure.

Operational efficiency and cost reduction via intelligent automation

The focus on intelligent automation translates directly to margin improvement. For the third quarter of 2025, the adjusted consolidated EBITDA margin reached 39.5%. This operational strength is supported by robust cash generation; net cash generated from operating activities for the first nine months of 2025 totaled $1,101.3 million, marking a 22.1% increase compared to the same period in 2024. Management noted that investments in AI-powered automation are showing 'early green shoots' as of late 2025.

Access to the world's most connected global funds network (SS&C Calastone)

The acquisition of Calastone significantly enhances this proposition. SS&C Technologies Holdings, Inc. completed this purchase for approximately $1.03 billion. This network is massive, connecting over 4,500 financial institutions across 57 to 58 markets. The volume flowing through this network is substantial, processing more than £250 billion ($333.72 billion) in investment value monthly. The expectation is that Calastone will contribute revenue growth exceeding 10%+ and EBITDA margins over 40%+.

Here's a quick look at the network scale you gain access to:

Metric	SS&C Calastone Data (Late 2025)
Acquisition Price	Approximately $1.03 billion
Financial Institutions Connected	More than 4,500
Markets/Countries Connected	57 to 58
Monthly Investment Value Processed	Over £250 billion

Integrated solutions for financial services and healthcare verticals

The combined offering drives top-line growth across both core sectors. GAAP revenue for the third quarter of 2025 was $1,568.0 million, representing a 7.0% increase year-over-year. Looking at the revenue components for Q1 2025, software-enabled services accounted for $1,269.9 million, while license, maintenance and related revenue was $244.0 million. Geographically, the business remains heavily weighted toward North America, which accounted for 73% of 2024 revenue, with the remaining 27% coming from outside North America.

Finance: draft 13-week cash view by Friday.

SS&C Technologies Holdings, Inc. (SSNC) - Canvas Business Model: Customer Relationships

You're looking at how SS&C Technologies Holdings, Inc. keeps its massive client base locked in, which is key since their services are mission-critical for finance and healthcare operations. Honestly, the numbers show they're doing a great job at keeping folks happy.

For the larger clients, SS&C Technologies Holdings, Inc. assigns a dedicated client support team. Their main job is simple: answer questions and solve problems as they pop up. This high-touch service is vital for the complex systems they run.

The stickiness of these relationships is best shown in the retention figures. Historically, they've maintained average revenue retention rates for their software-enabled services and maintenance of greater than 95% over the last five years. Looking at the most recent quarters in 2025, this held strong:

Metric	Period Ending	Rate
Revenue Retention Rate	Q3 2025	96.8%
Client Retention Rate	Q1 2025	97.1%

This level of retention means contracts are defintely long-term and for services that clients simply can't afford to lose. The financial proof is in the recurring revenue growth, too. For instance, Financial Services Recurring Revenue growth hit 5.9% in Q1 2025 and accelerated to 6.7% in Q3 2025. Their software-enabled services revenue alone was $4,840.3 million for the full year 2024, showing the scale of these sticky relationships.

Self-service is also a big part of the equation, letting clients manage things on their own time. SS&C Technologies Holdings, Inc. invests in proprietary platforms, including what they call a next-generation client hub that gives managers timely, modern access to their data. This digital layer helps scale service without needing a human touch for every simple request.

Engagement is reinforced through major annual events. You can see the commitment to face-to-face interaction by looking at their 2025 conference schedule. These events are where they showcase innovation and build community. Here are the details for the main 2025 gatherings:

• SS&C Deliver EMEA 2025: Held May 13-14, 2025, convening over 200 senior leaders.
• SS&C Deliver 2025 (US): Took place October 26-28, 2025, in Phoenix, Arizona.
• Phoenix attendance reached nearly 1,200 leaders from financial services and healthcare.
• The US event featured customized agenda options with over 90 sessions and hands-on learning labs.

The company's largest client in 2024 accounted for less than 5% of total revenues, which shows they aren't overly reliant on any single relationship. Finance: draft a Q4 2025 client satisfaction survey response rate target by next Tuesday.

SS&C Technologies Holdings, Inc. (SSNC) - Canvas Business Model: Channels

You're looking at how SS&C Technologies Holdings, Inc. gets its software and services into the hands of financial institutions and healthcare organizations. It's a multi-pronged approach, blending direct human interaction with massive, automated global networks. Honestly, the scale of their physical footprint is impressive, but the digital reach, especially after recent moves, is what really defines their channel strategy now.

The foundation remains the direct sales force and relationship managers. This is where the deep, consultative selling happens for their complex software-enabled services. While I don't have a precise headcount for the sales team as of late 2025, we can gauge the scale of the client base they serve directly: SS&C Technologies Holdings, Inc. supports over 22,000 organizations worldwide. This direct touch is crucial for landing and expanding those large, sticky outsourcing mandates.

Physically, SS&C Technologies Holdings, Inc. maintains a significant global presence. They operate a global network of over 100 office locations across 35 countries. This physical presence helps support the managed services delivery model, ensuring local compliance and relationship management, even when the core processing is centralized or outsourced.

For client interaction with their software, the channels rely heavily on proprietary software platforms and APIs for direct client access. Think of platforms like SS&C Black Diamond Wealth Solutions, which serves over 800,000 users and supports $3.6 trillion in assets. These platforms are the primary interface for many clients managing their day-to-day operations, effectively making the software itself a key channel.

The most significant recent channel enhancement is the integration of the integrated global fund distribution network (SS&C Calastone). SS&C Technologies Holdings, Inc. completed the acquisition of Calastone for approximately \$1.03 billion. This network is a massive digital distribution artery, connecting more than 4,500 financial institutions across 57 or 58 markets. This channel now processes over £250 billion of investment value monthly, which is a huge volume flowing directly through SS&C's infrastructure post-close.

Finally, the managed services delivery model (outsourcing) is a channel in itself, where SS&C acts as the operational backbone. This is where they take on the client's process burden. For instance, SS&C GlobeOp was selected by Voss Capital as the fund administrator for two funds with US$375 million in assets. This model leverages the entire global footprint and technology stack to deliver a service, not just a license.

Here's a quick look at the scale of the physical and acquired digital channels as of late 2025:

Channel Component	Metric	Data Point (Late 2025)
Global Footprint	Number of Office Locations	100+
Global Footprint	Number of Countries with Offices	35
Client Reach	Total Organizations Served	Over 22,000
SS&C Calastone Network	Financial Institutions Connected	Over 4,500
SS&C Calastone Network	Markets Covered	57 or 58
SS&C Calastone Network	Monthly Investment Value Processed	Over £250 billion
SS&C Wealth Management (Black Diamond)	Assets Under Administration	$3.6 trillion
Managed Services Example (GlobeOp)	Assets Under Administration (Voss Mandate)	US$375 million

The proprietary platforms are the engine room for this distribution. Consider the sheer volume handled through their systems; for Q3 2025, SS&C reported record adjusted revenues of \$1,569 million. This revenue is driven by the stickiness of these channels, reflected in a high revenue retention rate of 97%. To support this scale and recent M&A, the company ended Q3 2025 with \$6,628.1 million in gross debt.

The key access points for clients utilizing SS&C Technologies Holdings, Inc. services include:

• Direct engagement via relationship managers for complex outsourcing.
• Access to proprietary platforms like SS&C Eze Investment Suite for trading and risk management.
• The newly integrated Calastone network for fund transaction automation.
• The SS&C GlobeOp platform for fund administration mandates.
• The SS&C Black Diamond Wealth Solutions brand for wealth management users.

Finance: draft 13-week cash view by Friday.

SS&C Technologies Holdings, Inc. (SSNC) - Canvas Business Model: Customer Segments

You're looking at the core of SS&C Technologies Holdings, Inc.'s business, which is deeply embedded in the financial ecosystem. Honestly, their client base is massive and sticky; as of the first quarter of 2025, they were serving over 22,000 organizations globally. That stickiness is real, with management reporting a client retention rate of 97.1% in Q1 2025. The bulk of their business is clearly in the financial sector, but they maintain a presence in healthcare, too.

The primary focus is on the asset servicing and management lifecycle. For the alternative assets space, SS&C Technologies Holdings, Inc. reports its success through assets under administration, which stood at a record $2.502 trillion as of Q1 2025. This segment, often serviced through the GlobeOp platform, showed strong momentum, achieving 10.3% growth in Q1 2025 compared to the 2024 revenue base.

For institutional and retail asset managers, the company provides the technology backbone. This group, alongside the alternative funds, drives the recurring revenue growth, which hit 6.7% for financial services in Q3 2025. To be fair, the overall financial services recurring revenue growth was 5.9% in Q1 2025. This shows you where the core engine is running.

When you look at the wealth management side, which includes Registered Investment Advisors (RIAs) and wealth managers, the scale is significant. Their SS&C Black Diamond Wealth Solutions brand, for instance, was supporting over 800,000 users and managing $3.6 trillion in assets as of Q2 2025. This is a concrete example of how they serve the advisor community.

Insurance companies, banks, and brokerage firms form another critical set of clients, relying on SS&C Technologies Holdings, Inc. for various operational and compliance needs. While the search results don't break out revenue specifically for this group, they are explicitly named as part of the financial services client base. The company's overall adjusted organic revenue growth was 5.2% in Q3 2025, reflecting the health across these financial segments.

Finally, the healthcare segment-covering government-sponsored and individual health plans/healthcare providers-is a smaller, yet distinct, customer group. This area is currently seeing less tailwind than finance, as the Healthcare segment revenue showed a slight decline of 0.4% in Q1 2025. Still, management views this industry as one that will continue to invest in IT and outsourcing solutions.

Here's a quick look at some key operational metrics tied to these customer groups:

Metric	Value (as of late 2025)	Reporting Period
Total Client Organizations	22,000	Q1 2025
Client Retention Rate	97.1%	Q1 2025
Alternative Assets Under Administration	$2.502 trillion	Q1 2025
Wealth Management Users (Black Diamond)	800,000 users	Q2 2025
Wealth Management Assets (Black Diamond)	$3.6 trillion	Q2 2025
North America Revenue Concentration	73%	2024

You can see the concentration of assets is huge, but the client count is spread across many different types of financial entities. The business is definitely weighted toward the buy-side and asset servicing, which is where the GlobeOp segment shines.

The customer base relies on SS&C Technologies Holdings, Inc. for mission-critical functions, which is why retention is so high. You can break down the core service reliance like this:

• Alternative Funds: Rely on fund administration and custody solutions.
• Asset Managers: Use portfolio management and trading technology.
• RIAs/Wealth Managers: Utilize the Black Diamond platform for client servicing.
• Insurance/Banks: Need enterprise software for operations and compliance.
• Healthcare: Focus on data access and user interface improvements.

Finance: draft a comparison of Q1 2025 vs. Q3 2025 financial services recurring revenue growth rates by Friday.

SS&C Technologies Holdings, Inc. (SSNC) - Canvas Business Model: Cost Structure

When you look at the cost structure for SS&C Technologies Holdings, Inc., you see a business heavily invested in its people and the technology platform that underpins its software-enabled services. This is a high-fixed-cost model, typical for enterprise software and outsourced services providers.

The single largest cost component is definitely personnel. While the prompt suggests around ~27,000 employees, the most recent concrete figure from the end of 2024 was more than 23,000 development, service, and support professionals. Salaries and benefits for this global workforce represent a substantial portion of operating expenses. For context on the scale of investment in personnel-related functions, Q1 2025 saw $152.3 million in Selling and marketing expenses and $129.1 million in Research and development expenses for that single quarter.

The commitment to staying ahead in financial and healthcare technology drives significant ongoing investment. SS&C Technologies Holdings, Inc. spent $518 million on research and development in the full year 2024. Furthermore, the company guides its capital expenditures (CapEx), which includes technology and cloud build-out, as a percentage of revenue. For the full year 2025, the expectation is for CapEx to be in the range of 4.1% to 4.5% of revenues. Given the projected 2025 revenue range of $6.143 billion to $6.243 billion, this translates to a projected CapEx spend between approximately $251.86 million and $280.94 million.

The infrastructure supporting the software-enabled services is critical. SS&C Technologies Holdings, Inc. owns and operates a global data center footprint, aiming to manage infrastructure end-to-end to limit reliance on third parties. While specific data center and cloud operating expenses aren't itemized separately in the latest reports, these costs are embedded within the overall operating expenses. For instance, total operating expenses for the third quarter of 2025 were $382.1 million.

The aggressive growth strategy through Mergers and Acquisitions (M&A) introduces lumpy, non-recurring costs. A prime example is the definitive agreement announced in Q2 2025 to acquire Calastone for approximately $1.03 billion. The financial reporting explicitly notes that GAAP measure reconciliations are difficult due to items like acquisition transactions and integration.

Finally, because SS&C Technologies Holdings, Inc. frequently uses debt to fund its M&A strategy, interest expense is a persistent cost. As of September 30, 2025, the company reported $6,628.1 million in gross debt. For the third quarter of 2025, the guidance for interest expense, excluding amortization of deferred financing costs and original issue discount, was set between $101 million and $103 million for the quarter. The actual GAAP interest expense for Q3 2025 was reported as $105.5 million.

Here's a quick look at the key financial figures driving the cost structure as of late 2025:

Cost Component Driver	Latest Reported/Projected Metric	Value (USD)
Personnel Scale (Approximate)	Employees (2024 Proxy)	>23,000
Technology Investment (R&D)	Full Year 2024 R&D Spend	$518 million
Technology Investment (CapEx Guidance)	Projected 2025 CapEx Range (as % of Revenue)	4.1% to 4.5%
Acquisition Cost Example	Calastone Acquisition Price	~$1.03 billion
Debt Servicing	Gross Debt (as of Sept 30, 2025)	$6,628.1 million
Debt Servicing	Q3 2025 Interest Expense (GAAP)	$105.5 million

You can see the heavy reliance on human capital and the financial commitment to maintaining a leading technology stack. The M&A activity means integration costs will continue to be a factor you need to watch closely in the operating expenses.

Finance: draft 13-week cash view by Friday.

SS&C Technologies Holdings, Inc. (SSNC) - Canvas Business Model: Revenue Streams

Software-enabled services revenue is the dominant component, showing strong momentum with 6.7% Financial Services Recurring Revenue Growth reported in Q3 2025.

Licensed software and maintenance fees contribute to the overall revenue base, alongside cloud and subscription offerings.

Cloud and subscription-based revenue (SaaS model) is embedded within the recurring revenue streams, which grew at 6.7% in the third quarter of 2025.

SS&C Technologies Holdings, Inc. reported the following recent revenue figures:

Metric	Amount (Millions USD)	Period
GAAP Revenue	$1,568.0	Three Months Ended September 30, 2025
Adjusted Revenue	$1,569.0	Three Months Ended September 30, 2025
Revenue (TTM)	$6,148	Twelve Months Ending September 30, 2025

Full-year 2025 revenue guidance is between $6.210 billion and $6.250 billion.

Recurring revenue from long-term contracts in financial services demonstrated a 6.7% increase for the third quarter of 2025.

The company noted specific organic growth drivers contributing to revenue:

• GlobeOp organic growth was 9.6% in Q3 2025.
• GIDS organic growth was 9.0% in Q3 2025.
• Adjusted Organic Revenue Growth was 5.2% in Q3 2025.

For the first quarter of 2025, Adjusted Revenue was $1,514.8 million.

For the second quarter of 2025, adjusted revenue was $1.538 billion.

Finance: finalize the Q4 2025 revenue forecast based on the raised FY guidance by Monday.