#USA #Windsor #Insignia Financial #SSC Technologies #superannuation

SS&C Technologies Partners with Insignia Financial

Windsor, Connecticut - December 9, 2024 - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has announced a strategic partnership with Insignia Financial, marking a significant step forward in the delivery of superannuation member administration services. With Insignia's extensive base of approximately 1.1 million superannuation fund members, this collaboration is set to enhance the service experience through advanced technological integration.

Upon finalizing the binding agreement, over 1,000 employees from Insignia will transition to SS&C, spanning locations across Australia. These team members will leverage SS&C's renowned technology platforms to facilitate streamlined processes and superior service delivery, thereby enriching the customer experience for Insignia's clientele.

Scott Hartley, CEO of Insignia Financial, expressed optimism regarding the partnership, stating, "As a leading global provider of retirement solutions, SS&C brings a trusted pedigree of expertise in fund administration. The collaboration is poised to enhance our service for the 1.1 million members while offering our employees the chance to engage with a large global enterprise, ultimately leading to enhanced cost efficiencies."

Bill Stone, Chairman and CEO of SS&C, also shared his enthusiasm for welcoming the staff of Insignia Financial: "Insignia Financial is one of the largest wealth management firms in Australia, and this alliance establishes them as our largest client in the region. Our aim is to lead the superannuation administration market, providing unmatched technology and service that optimizes the administration processes for Australia's investors."

This partnership underscores the continuous trend where funds are increasingly seeking alliances with reliable external providers, highlighting the growing need for expertise in superannuation administration. By integrating Insignia’s established presence in the market with SS&C’s innovative technology, the collaboration aims to increase operational efficiency and enhance service quality to meet the evolving needs of Australian investors.

About Insignia Financial Ltd.
With a history dating back to 1846, Insignia Financial has evolved into a prominent player in Australia’s wealth management landscape. The firm specializes in providing financial advice, superannuation management, wrap services, and asset management, catering to various stakeholders including members, financial advisors, and corporations. Details about Insignia’s offerings can be found on www.insigniafinancial.com.au.

About SS&C
Founded in 1986 and headquartered in Windsor, Connecticut, SS&C is a global provider of software and services tailored for healthcare and financial services sectors. The company serves a diverse range of clients, including substantial organizations and smaller mid-market firms, providing innovative solutions designed to enhance efficiency and scalability. More information about SS&C can be accessed via www.ssctech.com.

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