Global Wealth Platform

An integrated wealth solution to streamline your entire investment process.

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SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment process. With GWP, you no longer have issues arising from trying to integrate disparate components for different processes from different vendors. Its flexible, modular architecture makes it highly customizable to unique workflow requirements. Built from the ground up as a cloud-based solution, GWP lowers your overhead, minimizes maintenance requirements and simplifies upgrades.
SS&C Technologies Inc
1986
United States
1 Industry
1 Language

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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Global Wealth Platform Core Features

Wealth Management

  • Asset Reporting
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Order Management

Investment Management

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Reporting
  • Risk Management

Global Wealth Platform Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based

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