SS&C Portfolio Management
from SS&C Technologies
Delivers portfolio modeling and optimization tools, risk analytics, and performance attribution. Helps manage portfolio construction, analysis, and compliance with regulatory requirements.
Category:
Portfolio Modeling Software
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
Analysis on right >
Portfolio Modeling Software analysis
Integration & Extensibility
(5 Yes /5 Known /10 Possible features)
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1. Support for Batch Processes
Schedule and run analytics or imports/exports in batch.
Batch processing supported (for jobs, imports, exports, calculations).
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2. Integration Setup Time
Average time to establish a connection with major external systems.
No information available
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3. Code Library Sharing
Central repository for firm or community-developed modeling code.
No information available
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4. Marketplace for Add-ons
Ecosystem for third-party analytics, data sources, and modules.
No information available
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5. Pre-built Connectors
Standard data and workflow connectors for third-party applications.
Pre-built connectors for systems such as Bloomberg, FactSet, and other platforms.
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6. Webhook Support
Event-driven notifications that can trigger external processes.
No information available
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7. Excel Integration
Ingest/export data directly from/to Microsoft Excel.
Direct Excel integration available for import/export; a major sales point.
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8. Support for Python/R/Matlab
Native support for popular programming and analytics languages.
No information available
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9. Custom Plug-ins/Extensions
Ability to build/install custom analytics or interfaces.
Custom plug-in/extensions and hooks are supported for tailored analytics.
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10. Open API Access
Full-featured APIs for integrating with internal/external applications.
Open API provided to integrate with external/internal applications.
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Security & Reliability
(8 Yes /8 Known /10 Possible features)
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User Interface & Usability
(6 Yes /6 Known /10 Possible features)
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Compliance & Regulation
(9 Yes /9 Known /10 Possible features)
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Workflow & Collaboration
(5 Yes /5 Known /10 Possible features)
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Performance Measurement
(9 Yes /9 Known /10 Possible features)
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Data Integration & Coverage
(8 Yes /8 Known /10 Possible features)
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Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
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Risk Analytics and Measurement
(10 Yes /10 Known /10 Possible features)
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Portfolio Construction & Customization
(10 Yes /10 Known /10 Possible features)
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Publicly available data.
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