SS&C Technologies Holdings (SSNC) Company Report

SS&C projects $6.2-$6.3 billion in revenue and $2 billion to $2.5 billion in consolidated EBITDA for 2025.
The company anticipates generating approximately $1.5 billion in free cash flow for the full year 2025, with operating cash flow for the first nine months of 2025 at $1.01 billion, marking a 22% increase from 2024.
SS&C has shifted its capital allocation strategy, now dedicating approximately 75% to buybacks and dividends and 25% to deleveraging, with share buybacks providing an estimated 8.5%-9% return.
Through the acquisition of Blue Prism, SS&C has deployed over 3,000 digital workers, resulting in an estimated $200 million in run rate savings and contributing to continued margin expansion.
The company maintains a high client retention rate of 97% and has seen a structural shift in organic growth to a 4-8% range, consistently achieving 5-6% in recent quarters.

2 days ago

Transcript

SS&C Discusses Growth, AI, and Capital Allocation at UBS Conference

SSNC

Revenue Acceleration/Inflection

Share Buyback

M&A

SS&C projects $6.2-$6.3 billion in revenue for 2025, a substantial increase from $86,000 in its first year (1986) and $1 billion in 2015.
The company has deployed over 3,000 digital workers since acquiring Blue Prism, leading to an estimated $200 million in run rate savings and contributing to increased efficiency and margin expansion.
SS&C anticipates generating approximately $1.5 billion in free cash flow for the full year 2025, with operating cash flow for the first nine months of 2025 reaching $1.01 billion, a 22% increase from 2024.
The company maintains a 97% retention rate and allocates capital towards share buybacks, dividends, debt repayment, and strategic acquisitions such as Calastone.

2 days ago

Transcript

SS&C Technologies Discusses Q3 Performance, Growth Drivers, and Strategic Initiatives

SSNC

Revenue Acceleration/Inflection

New Projects/Investments

M&A

SS&C Technologies reported a strong Q3 performance with over 9% revenue growth in its Global Business and Global Investor and Distribution Solutions (GIDS) segments, which together comprise over 50% of total revenue, and achieved margin expansion through cost management and an AI/automation push. GlobeOp grew 9.6% in Q3, driven by double-digit growth in private markets and over 20% in retail alternatives.
The Wealth and Investment Technologies (WIT) business is projected as a mid-single-digit grower, having successfully migrated over 400 clients from Morningstar to its Black Diamond platform in the past year. Additionally, early indicators for the Intralinks business, which is correlated to M&A markets, have been trending positive over the last 6-8 weeks.
SS&C is heavily investing in AI and automation, using an internal "Customer Zero" approach to develop solutions, such as one that saves 15,000 radiologist hours annually for a client. The Calastone acquisition, a network with 4,500 participants, is expected to drive further growth through cross-selling to SS&C's 23,000-24,000 customers and expanding international presence.
The company maintains strong cash flow and reasonable leverage, actively pursuing strategic acquisitions that meet criteria like revenue growth and margin potential, while also executing a share buyback authorization and consistently paying down debt.

Nov 18, 2025, 2:45 PM

Transcript

SSNC Discusses Q3 Performance, AI Strategy, Acquisitions, and Capital Allocation at FinTech Conference

SSNC

Revenue Acceleration/Inflection

New Projects/Investments

M&A

SSNC reported a strong Q3 driven by 9.6% growth in GlobalOps and robust performance in private markets and retail alternatives, with Global Business and Global Investor and Distribution Solutions (GIG) accounting for over 50% of revenue. The company achieved margin expansion through cost efficiency and an AI/automation push.
SSNC is actively deploying AI and automation, using a "Customer Zero" approach to test internally, with examples including saving 15,000 radiologist hours annually for a healthcare client and improving customer support workflows. They are also generating revenue by selling these AI-powered services.
Strategic acquisitions like Calastone, a network with approximately 4,500 participants and tokenization technology, enhance capabilities and offer cross-sell opportunities to SSNC's 23,000-24,000 customers. International growth is strong, particularly in Australia, Europe, the U.K., and the Middle East.
The company maintains strong cash flow and is actively pursuing acquisitions that align with growth and margin targets, while also executing a share buyback authorization due to perceived stock undervaluation and paying down debt quarterly. The Wealth and Investment Technologies business is projected for mid-single digit growth.

Nov 18, 2025, 2:45 PM

Transcript

SS&C Technologies Discusses Strong Q3, AI Strategy, and Growth Initiatives

SSNC

Revenue Acceleration/Inflection

New Projects/Investments

M&A

SS&C Technologies reported a strong Q3 performance, driven by over 9% revenue growth in its Global Business and Global Investor and Distribution Solutions (GIGS) segments, which collectively account for over 50% of total revenue.
The company is leveraging AI and automation internally ("Customer Zero" approach) to achieve efficiencies and is actively selling these AI-powered services to clients, with a building pipeline and notable successes like saving 15,000 radiologist hours annually for one client.
Key growth areas include mid-single digit growth in Wealth and Investment Technologies, strong performance in Intralinks with positive M&A market indicators, and significant international expansion, particularly in Australia, Europe, and the Middle East.
Recent acquisitions like Calastone (a network with ~4,500 participants) are expected to drive cross-sell opportunities and enhance capabilities in areas like tokenization, while the company actively seeks accretive M&A opportunities.
SS&C maintains a flexible capital allocation strategy, including pursuing acquisitions, executing a share buyback authorization, and consistently paying down debt.

Nov 18, 2025, 2:45 PM

Transcript

SS&C Technologies Completes Acquisition of Curo Fund Services

SSNC

M&A

New Projects/Investments

SS&C Technologies Holdings, Inc. has completed the acquisition of Curo Fund Services, a leading South African provider of fund administration solutions.
Curo Fund Services administers more than R 3 trillion (USD 170.4 billion) in assets.
The acquisition is expected to grow SS&C’s business in South Africa, expand its fund administration offerings, and accelerate growth across South Africa and the African continent.
Approximately 300 employees from Curo Fund Services have joined SS&C in Cape Town.

Nov 12, 2025, 1:45 PM

Press Release

SS&C Technologies Unveils Innovative Solutions at Deliver 2025

SSNC

Product Launch

M&A

New Projects/Investments

SS&C Technologies unveiled a suite of next-generation solutions at its annual SS&C Deliver 2025 conference, which gathered 1,200 leaders from financial and healthcare services.
The company is focused on reimagining operations through AI, intelligent automation, and data-driven platforms to simplify customer operations.
Key innovations showcased included the integration of SS&C Calastone, a recently acquired global funds network, an AI agent catalogue, the DomaniRx Drug Management Module (which can reduce authorization delays by up to 70%), and enhancements to wealth management and data solutions.

Oct 30, 2025, 1:00 PM

Press Release

SS&C Technologies Holdings Launches AI Agent Catalog

SSNC

Product Launch

New Projects/Investments

SS&C Technologies Holdings (Nasdaq: SSNC) has launched an AI Agent Catalog for the financial services and healthcare sectors, designed to simplify complex operations such as credit processing and contract review.
These AI agents are provided as a managed service and are built upon the SS&C AI Gateway, an enterprise-grade AI governance platform that ensures secure, auditable, and compliant access to large language models.
American Life & Security Corp. is an early client evaluating the "Credit Agreement Document Agent" to streamline private credit operations, with SS&C having already achieved a significant reduction in credit processing times internally using this technology.

Oct 30, 2025, 12:55 AM

Press Release

SS&C Launches AI Agent Catalog for Financial Services and Healthcare

SSNC

Product Launch

New Projects/Investments

SS&C Technologies Holdings has officially launched an AI Agent Catalog designed to simplify operations for financial services and healthcare companies.
These AI agents aim to streamline complex processes such as loan processing and contract validation, helping organizations overcome talent shortages and operational bottlenecks.
American Life & Security Corp. is an early adopter, utilizing SS&C's Loan Agreement Document Agent to enhance its private loan business processing. SS&C reported significant improvements in loan processing efficiency through internal use of this technology.
The agents are built on the SS&C AI Gateway, an enterprise-grade AI governance platform that provides secure, auditable, and compliant access to Large Language Models (LLMs).

Oct 29, 2025, 9:51 PM

Press Release

SS&C Launches AI Agent Catalog for Financial and Healthcare Services

SSNC

Product Launch

New Projects/Investments

SS&C Technologies Holdings (Nasdaq: SSNC) has launched its AI Agent Catalog for financial services and healthcare companies, designed to streamline complex operations such as credit processing and contract validation.
These AI agents are provided as a managed service to help organizations overcome talent shortages and operational bottlenecks.
American Life & Security Corp. is an early adopter, leveraging SS&C's Credit Contract Document Agent to optimize private credit operations, with SS&C observing a significant reduction in credit processing times internally.
The AI agents are built on the SS&C AI Gateway, an enterprise-grade AI governance platform, ensuring proven performance and compliance, and SS&C also offers customized Agent Services.

Oct 29, 2025, 11:22 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for SS&C Technologies Holdings.

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