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The SS&C Global Wealth Platform offers secured web-based multi-currency wealth management aimed to support all aspects of investment management. SS&C Skyline. SS&C Skyline is an accounting system designed for property management functions. The property management software can be used as a marketing platform that helps users find new tenants ...
DST Systems, Inc. is an American company that was acquired by SS&C Technologies in 2018. The company provided advisory, technology and operations outsourcing services to the financial services and healthcare industries. It was founded in February 1969 as Data·Sys·Tance, a subsidiary of Kansas City Southern Industries (KCSI) and is ...
Current operations Investment servicing: State Street Global Services. State Street Bank and Trust Company, also known as Global Services, is the securities services division of State Street that provides asset owners and managers with securities services (e.g. custody, corporate actions), fund accounting (pricing and valuation), and administration (financial reporting, tax, compliance, and ...
Here's a breakdown of wealth management firms in terms of global assets under management: UBS — $2.6 trillion. Edward Jones — $1.6 trillion. Bank of America — $1.6 trillion.
Stone is the CEO and founder of SS&C Technologies, which he started out of his home in Connecticut in 1986. Pre-SS&C Career. Before founding SS&C Technologies, Stone began his career in 1977 at KPMG, a financial services consultancy and accounting firm in St. Louis, Missouri. Stone would eventually become a director at KPMG and move to Hartford ...
Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley . On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...
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