SS&C Technologies

80 Lamberton Rd, Windsor, CT 06095

3.3

BPI
Financial Rating

3.3

BPI Stakeholder Rating

3.2

BPI Social Responsibility Rating

For more than 35 years, SS&C has developed the technology and services to power our clients’ success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. In 1986 and at the age of 30, Founder and CEO Bill Stone quit his job to start SS&C from the basement of his house. The goal was simple – develop better technology and deliver superior service. Fast forward to today, and SS&C has evolved through growth and acquisitions to become a leader in technology for the world’s largest financial services and healthcare firms. SS&C is committed to the success of our clients, employees, and shareholders. As a leading financial services and healthcare technology company, SS&C continues to push innovation, be stewards in the communities we serve and operate with integrity. Mission: Our mission is to deliver industry leading technology-enabled solutions that drive the long term success for employees, clients and investors.

3.3

Overall Excellence Rating

Industry

Accounting Services

Category

Accounting & Tax

ESG/Ethical Impact

Publishing an Environmental, Social, and Governance report is relatively new at SS&C. Still, ESG has been, and will always be, an essential part of our culture and commitment to developing strong client relationships, building innovative technology, and delivering shareholder returns. SS&C offers a comprehensive total rewards package to all employees. Compensation comprises a combination of base salary, bonus and equity. Our benefits package includes health care coverage, retirement benefits, life and disability insurance, wellness and employee assistance programs, flexible leave policies, 401(k), tuition/professional reimbursement programs and more. Employee development is supported through continuing education and professional development programs. SS&C recognizes the importance of supporting the health and wellness of our employees both physically and mentally beyond our traditional health benefits. We strive to improve the overall well-being of our global employees through a variety of programs, including online health assessments, Healthy Pregnancy/Healthy Babies incentive programs, awareness programs focusing on health issues such as diabetes, hypertension, stress management, mental health workshops for managers, gym memberships and yoga. Another benefit we provide is the Bright Horizons program. This program includes tuition discounts at participating child care centers, resources to find sitters, nannies, pet sitters, housekeepers, and senior care solutions. SS&C Technologies has a 35-year history of success, defined by a commitment to clients, innovative technological advances, and the shareholder and employee wealth we’ve created. I am proud of the progress we’ve made since starting this business in my basement in 1986. We now have billions in revenue annually and serve the most demanding and sophisticated clients in the financial services and healthcare industries. In 2021, financial results, while remaining very important, are not sufficient. We operate in a world where societies’ strengths and weaknesses need to be addressed. Public companies and their CEOs are expected to address social and environmental issues while also delivering superior shareholder returns. I am certainly not the first CEO to recognize this new paradigm. Hopefully, I am not the last one either. A “sustainable” company is many things, but first and foremost, I believe it is setting ourselves up for success far beyond this year. Many factors will contribute to SS&C’s longevity. Sound governance. A healthy, motivated workforce. Diversity of backgrounds, race, gender and thought. Quality customer engagement. Environmental awareness. Fierce protection of information – clients, employees, and our intellectual property. These things work synergistically to foster long-lasting success, and we are committed to addressing these areas and disclosing relevant information to our stakeholders.

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Awards Received

2023

Revenues

$5,280,000,000.00

Website Traffic

Employee Rating

3

Customer Rating

3.6

Company Size

10000+

ESG Risk Rating

3

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