Kevin McVeigh

Peter Heckmann

Alexei Gogolev

Andrew Schmidt

Daniel Perlin

Dan Perlin

Jeffrey Schmitt

Jeff Schmitt

Michael Infante

Patrick O'Shaughnessy

Surinder Thind

Eleanor Smith

James Faucette

Aleksei Gogolev

- 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.  **[1402436_5995f1c226d1451685980b91dd1ed95e_0]** 
- The company is focused on reimagining operations through **AI, intelligent automation, and data-driven platforms** to simplify customer operations.  **[1402436_5995f1c226d1451685980b91dd1ed95e_0]** 
- 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.  **[1402436_5995f1c226d1451685980b91dd1ed95e_0]** **[1402436_5995f1c226d1451685980b91dd1ed95e_1]**

SS&C Technologies Unveils Innovative Solutions at Deliver 2025

- 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.  **[1402436_c9eaacc1be784741907b38f897dbb4c4_0]** 
- 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.  **[1402436_c9eaacc1be784741907b38f897dbb4c4_0]** **[1402436_c9eaacc1be784741907b38f897dbb4c4_1]** 
- **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.  **[1402436_c9eaacc1be784741907b38f897dbb4c4_0]**

SS&C Technologies Holdings Launches AI Agent Catalog

- SS&C Technologies Holdings has officially launched an **AI Agent Catalog** designed to simplify operations for financial services and healthcare companies.  **[1402436_1b0ab35fd05746a4b36f2a7414d34bb7_0]** 
- These AI agents aim to streamline complex processes such as loan processing and contract validation, helping organizations overcome talent shortages and operational bottlenecks.  **[1402436_1b0ab35fd05746a4b36f2a7414d34bb7_0]** 
- **American Life & Security Corp.** is an early adopter, utilizing SS&C's Loan Agreement Document Agent to enhance its private loan business processing.  **[1402436_1b0ab35fd05746a4b36f2a7414d34bb7_0]**  SS&C reported **significant improvements in loan processing efficiency** through internal use of this technology.  **[1402436_1b0ab35fd05746a4b36f2a7414d34bb7_0]** 
- 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).  **[1402436_1b0ab35fd05746a4b36f2a7414d34bb7_0]**

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

- **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.  **[1402436_9983ac8368e54f9c8ce385dee8389117_0]** 
- These AI agents are provided as a managed service to help organizations overcome talent shortages and operational bottlenecks.  **[1402436_9983ac8368e54f9c8ce385dee8389117_0]** 
- **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.  **[1402436_9983ac8368e54f9c8ce385dee8389117_0]** 
- 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**.  **[1402436_9983ac8368e54f9c8ce385dee8389117_0]** **[1402436_9983ac8368e54f9c8ce385dee8389117_1]**

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

- **SS&C Technologies Holdings (SSNC)** has launched a **catalog of AI agents** designed to **simplify complex operations** in the financial services and healthcare industries, such as credit processing and contract validation.  **[1402436_6526b9f74a444cde82f66761802b7de2_0]** 
- These AI agents are offered as a **managed service** and are developed, tested, and installed within SS&C's operations using the **SS&C AI Gateway**, an enterprise-grade AI governance platform.  **[1402436_6526b9f74a444cde82f66761802b7de2_0]** 
- **American Life & Security Corp.** is an early adopter, evaluating the **Credit Agreement Document Agent** to optimize its private credit operations, which has led to a **significant reduction in credit processing times** internally.  **[1402436_6526b9f74a444cde82f66761802b7de2_0]** 
- SS&C also provides **customized AI agent solutions** for specific client needs, covering various workflows including contract analysis, trade reconciliation, and invoice processing.  **[1402436_6526b9f74a444cde82f66761802b7de2_1]**

SS&C Technologies Holdings Launches AI Agents for Financial Services and Healthcare

- **SS&C Technologies Holdings** announced the launch of its **catalog of AI-agents** for financial services and healthcare institutions.  **[1402436_49da688942124b169ce00dfb2ae730c4_0]** 
- These **result-oriented AI-agents** are designed to simplify complex processes, including credit processing and contract validation.  **[1402436_49da688942124b169ce00dfb2ae730c4_0]** 
- The AI-agents are delivered as a **managed service** to help organizations address talent shortages and operational bottlenecks securely and at scale.  **[1402436_49da688942124b169ce00dfb2ae730c4_0]** 
- **American Life**, an insurer in the annuity and retirement sector, is an early customer evaluating an SS&C AI-agent to streamline private credit activities.  **[1402436_49da688942124b169ce00dfb2ae730c4_0]**

SS&C Technologies Holdings Introduces AI-Agents for Financial and Healthcare Sectors

- SS&C Technologies Holdings, Inc. has launched its **AI agent catalog** designed to simplify complex operations in the **financial services and healthcare sectors**.  **[1402436_cb9b43efea8d4a80861abee5f9edb44f_0]** 
- These AI agents, delivered as a managed service, aim to help organizations address **talent shortages and operational bottlenecks** by automating tasks like credit processing and contract validation.  **[1402436_cb9b43efea8d4a80861abee5f9edb44f_0]** 
- **American Life & Security Corp.** is an early adopter, using SS&C's credit document agent to streamline its private credit operations, with SS&C reporting a **significant reduction in credit processing times** internally.  **[1402436_cb9b43efea8d4a80861abee5f9edb44f_0]** 
- The agents are built on the **SS&C AI Gateway**, an enterprise-grade AI governance platform ensuring secure, verifiable, and compliant access to large language models (LLMs) and offering various deployment options.  **[1402436_cb9b43efea8d4a80861abee5f9edb44f_0]** **[1402436_cb9b43efea8d4a80861abee5f9edb44f_1]**

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

- **SS&C Technologies Holdings, Inc.** has launched an **AI agent catalogue** designed to simplify complex operations in financial services and healthcare, such as credit processing and contract validation.  **[1402436_7c95fedfe0194acbb3745fcf1bed2078_0]** 
- These AI agents are delivered as a managed service, aiming to help organizations address **talent shortages and operational bottlenecks** securely and at scale.  **[1402436_7c95fedfe0194acbb3745fcf1bed2078_0]** 
- **American Life & Security Corp.** is an early adopter, utilizing SS&C's Credit Agreement Document Agent to streamline its private credit operations, with SS&C reporting a **significant reduction in internal credit processing times** using the technology.  **[1402436_7c95fedfe0194acbb3745fcf1bed2078_0]** 
- The agents are built on the **SS&C AI Gateway**, an enterprise-grade AI governance platform that ensures secure, auditable, and compliant access to large language models (LLMs).  **[1402436_7c95fedfe0194acbb3745fcf1bed2078_0]** **[1402436_7c95fedfe0194acbb3745fcf1bed2078_1]**

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

- SS&C Technologies Holdings Inc. reported **record third-quarter 2025 adjusted revenue of $1.569 billion**, a **7% year-over-year increase**, and an **adjusted diluted earnings per share of $1.57**, up **17.2%**.  **[1402436_80ee33a1b9674386a6c77110bbf887db]** 
- The company achieved **adjusted consolidated EBITDA of $619 million** with a **39.5% margin expansion**, driven by strategic acquisitions and significant organic growth from business lift-outs.  **[1402436_80ee33a1b9674386a6c77110bbf887db]** 
- SS&C returned **$305 million to shareholders** through dividends and share repurchases.  **[1402436_80ee33a1b9674386a6c77110bbf887db]** 
- Despite strong earnings surpassing analyst expectations, SS&C's stock saw a **1.43% decline in after-hours trading**.  **[1402436_80ee33a1b9674386a6c77110bbf887db]** 
- SS&C expects Patia's contribution to Q4 revenue to be approximately **$254 million**, a substantial increase from the prior year's Q4.  **[1402436_80ee33a1b9674386a6c77110bbf887db]**

SS&C Technologies Reports Record Q3 2025 Results and Provides Q4 Outlook

- **SS&C Technologies Holdings, Inc. (SSNC)** has completed the acquisition of **Calastone**, a leading global funds network and technology provider for wealth and asset management.  **[1402436_774454d92c084c2abdbb4f8fb63fff81_0]** 
- The acquisition was valued at approximately **£766 million** (or **$1.03 billion USD**) and was financed using a combination of **debt and cash**, including a **$1.05 billion** increase to SS&C's term B credit facility.  **[1402436_774454d92c084c2abdbb4f8fb63fff81_0]** 
- This transaction is anticipated to be **accretive** over the next 12 months and integrates **250 Calastone employees** into SS&C Global Investor & Distribution Solutions.  **[1402436_774454d92c084c2abdbb4f8fb63fff81_0]** 
- The acquisition is expected to enhance SS&C's international fund operations leadership and offer a unified operational platform to reduce costs and risks in the funds industry.  **[1402436_774454d92c084c2abdbb4f8fb63fff81_0]**