공시 • Nov 20
SS&C Technologies Holdings, Inc. Announces Quarterly Common Stock Dividend, Payable on December 15, 2025 SS&C Technologies Holdings, Inc. announced its Board of Directors has approved a quarterly dividend payout of $0.27 per share, consistent with its quarterly dividend policy. The dividend is payable December 15, 2025, to stockholders of record as of the close of business on December 1, 2025. 공시 • Oct 29
SS&C Technologies Holdings, Inc. Introduces AI Agents to Simplify Financial Services and Healthcare Operations SS&C Technologies Holdings, Inc. announced the launch of its AI agent catalogue for financial services and healthcare firms. The outcome-focused AI agents are designed to simplify complex operations such as credit processing and contract validation. Delivered as a managed service, the agents help organizations overcome talent shortages and operational bottlenecks securely and at-scale. One of the first customers to evaluate an SS&C AI Agent is American Life, a rapidly growing carrier in the annuity and retirement space based in Lincoln, Nebraska. The firm is leveraging and evaluating SS&C's Credit Agreement Document Agent to streamline processing within its private credit operations. The AI agent continuously reviews and updates lengthy loan documents, cutting time and errors associated with manual review. SS&C saw a significant reduction in credit processing times within internal operations by using the technology. The SS&C AI Gateway provides secure, auditable, and compliant access to large language models (LLMs). The gateway employs real-time guardrails for advanced security and data loss protection, real-time risk monitoring, and explainability of actions. SS&C offers a range of deployment options, including hosting the AI Agents and AI Gateway on privately owned GPU infrastructure in ISO-compliant data centers, ensuring full custody of client data. SS&C also offers Agent Services for custom-built AIagent solutions to support individual customers' specific requirements. Beyond credit processing, SS&C's AI Agent Catalogue includes agents designed for contract analysis, trade reconciliation and validation, invoice processing, and other common yet complex operational workflows. Each agent can be deployed as-is or customized through SS&C Agent Services, which enables clients to design and train agents tailored to their specific business needs. 공시 • Oct 14
SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG). SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) signed a definitive agreement to acquire Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) for approximately £770 million on July 21, 2025. A cash consideration of £766 million will be paid by SS&C Technologies Holdings, Inc. As part of consideration, £766 million is paid towards common equity of Calastone Limited. SS&C expects the acquisition to be accretive within 12 months and plans to fund the purchase with a combination of debt and cash on hand. Calastone’s more than 250 staffers in London, Luxembourg, Hong Kong, Taipei, Singapore, New York and Sydney are expected to join SS&C Global Investor & Distribution Solutions, reporting to General Manager Nick Wright.
The acquisition is expected to close in Q4 2025 and is subject to regulatory approvals.
Leonard Kreynin, Joseph Scrace, Jack Gordge, Dominic Foulkes, Corey M. Goodman, Neil Sharpe, Frank Azzopardi, Matthew Yeowart and Mark Chalmers of Davis Polk & Wardwell LLP acted as legal advisor for SS&C Technologies Holdings, Inc. Barclays PLC acted as exclusive financial advisor for Calastone Limited. Alex Woodward, Andrew Lynch, Bruce Kilpatrick, Jonathan Ford, Peter Bevan, Alexei Franks and Oliver Sceales of Linklaters LLP and Gabriel Grossman of Linklaters LLP (USA) acted as legal advisor for Calastone Limited. Kevin McCarthy of Mishcon De Reya LLP acted as legal advisor for Calastone Limited.
SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) on October 14, 2025. As part of the transaction, SS&C upsized its Term Loan B facility by $1.1 billion. 공시 • Oct 07
SS&C Technologies Holdings, Inc. to Report Q3, 2025 Results on Oct 23, 2025 SS&C Technologies Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Oct 23, 2025 공시 • Sep 02
SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) acquired Curo Fund Services (Pty) Ltd from Old Mutual Investment Group South Africa (Pty) Limited. SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) acquired Curo Fund Services (Pty) Ltd from Old Mutual Investment Group South Africa (Pty) Limited on September 2, 2025.
SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of Curo Fund Services (Pty) Ltd from Old Mutual Investment Group South Africa (Pty) Limited on September 2, 2025. 공시 • Aug 19
SS&C Technologies Holdings, Inc. Approves Quarterly Dividend, Payable on September 15, 2025 SS&C Technologies Holdings, Inc. announced its Board of Directors has approved a dividend of $1.08 per share annually, an 8% increase from the prior annual rate. The next quarterly dividend of $0.27 per share will be paid on September 15, 2025, to stockholders of record as of the close of business on September 2, 2025. 공시 • Aug 05
SS&C Technologies Holdings, Inc. Unifies Wealth Offerings Under SS&C Black Diamond Wealth Solutions SS&C Technologies Holdings, Inc. announced the launch of SS&C Black Diamond®? Wealth Solutions. The suite combines SS&C's award-winning Black Diamond Wealth Platform with SS&C's full suite of wealth management solutions to enable wealth managers to easily manage their technology and operations needs in one place. SS&C Black Diamond Wealth Solutions serves over 800,000 active users across more than 3,000 firms managing more than $3.6 trillion in assets. Capabilities include: Portfolio Management & Reporting - Centralized command center, Alternative Investments - Tracking, reporting and management, Client Portal - Secure communications and third-party integration capabilities via web and mobile, CRMs - Prospecting, relationship management and activity tracking, Trust & Retirement Services - Trust accounting, reporting and benefits payments, Compliance & Surveillance - Supports regulatory compliance and monitoring, Investment Management - Proposal generation, model marketplace and OCIO services, Trading & Rebalancing - Trade execution with tax-efficient portfolio alignment and straight-through processing, Business Intelligence & Billing - Practice analytics and revenue management. The introduction of SS&C Black Diamond Wealth solutions reinforces Black Diamond's ability to serve as the central hub for wealth managers, allowing firms to build an end-to-end technology stack to seamlessly connect proprietary systems and third-party applications. Current clients will experience no disruption to their existing systems, logins or support relationships. 공시 • Jul 21
SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) signed a definitive agreement to acquire Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) for approximately £770 million. SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) signed a definitive agreement to acquire Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) for approximately £770 million on July 21, 2025. A cash consideration of £766 million will be paid by SS&C Technologies Holdings, Inc. As part of consideration, £766 million is paid towards common equity of Calastone Limited. SS&C expects the acquisition to be accretive within 12 months and plans to fund the purchase with a combination of debt and cash on hand. Calastone’s more than 250 staffers in London, Luxembourg, Hong Kong, Taipei, Singapore, New York and Sydney are expected to join SS&C Global Investor & Distribution Solutions, reporting to General Manager Nick Wright.
The acquisition is expected to close in Q4 2025, subject to regulatory approvals.
Leonard Kreynin, Joseph Scrace, Jack Gordge, Dominic Foulkes, Corey M. Goodman, Neil Sharpe, Frank Azzopardi, Matthew Yeowart and Mark Chalmers of Davis Polk & Wardwell LLP acted as legal advisor for SS&C Technologies Holdings, Inc. Barclays PLC acted as financial advisor for Calastone Limited. Linklaters LLP acted as legal advisor for Calastone Limited. Mishcon De Reya LLP acted as legal advisor for Calastone Limited. 공시 • Jul 10
SS&C Technologies Holdings, Inc. Adds Investment Management Services to Black Diamond Wealth Platform SS&C Technologies Holdings, Inc. announced the addition of Black Diamond Investment Management Services--a suite of integrated capabilities designed to transform how wealth management firms streamline portfolio management, trading, and client engagement. More than 2,700 firms use the cloud-native SS&C Black Diamond®? Wealth Platform to meet complex needs of modern advisors. Key highlights of Black Diamond Investment Management Services include: Managed Account Services: turnkey solution enables advisors to outsource trading, rebalancing and portfolio oversight directly from the Black Diamond platform. Powered by SS&C ALPS Advisors, the workflow solution gives direct access to expert-driven strategies and simplifies operational complexity to enable firms to scale. Model Marketplace: curated access to a wide selection of portfolio models--including those from SS&C ALPS Advisor and third-party managers--supporting both proprietary and outsourced investment approaches. Proposal Generation: automated and intuitive tools for building investment proposals improve client communication and accelerate onboarding. Human-Centered Investing: tailored household-level rebalancing and tax-aware optimization align portfolios with clients' unique goals, constraints, and risk profiles. 공시 • Jul 08
SS&C Technologies Holdings, Inc. to Report Q2, 2025 Results on Jul 23, 2025 SS&C Technologies Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025 공시 • Jun 30
SS&C Technologies Holdings, Inc.(NasdaqGS:SSNC) dropped from Russell 1000 Dynamic Index SS&C Technologies Holdings, Inc.(NasdaqGS:SSNC) dropped from Russell 1000 Dynamic Index