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Financial Services Review: Specials Magazine

SS&C Technologies [NASDAQ:SSNC]

The Engine Behind Modern Investing

For over four decades, SS&C Technologies [NASDAQ:SSNC] has served as the operational backbone of investment management. Today, that foundation is being enhanced by AI-enabled services to bring greater intelligence, automation and control across the investment lifecycle. Combining its end-to-end financial services expertise with proprietary software and operational infrastructure, embedded by AI capabilities, SS&C enables financial institutions such as asset managers and hedge funds to operate at scale with precision and reliability. This capability has become increasingly critical as investment management grows more complex. Firms today operate across multiple asset classes, global markets and evolving regulatory regimes. Operational complexity is growing, alongside the rising volume, velocity and importance of data. These firms must process large volumes of transactions, reconcile positions across systems and act on near-real-time information, while ensuring accuracy, control and compliance at every stage. Building and maintaining this level of infrastructure across data, operations and compliance is complex and resource intensive. SS&C’s proprietary platforms are built to overcome this complexity. They consolidate information from custodians, exchanges, brokers, clearing houses and third-party providers, delivering real-time, accurate and actionable data. Portfolio managers and traders receive timely, relevant information, facilitating informed decision-making and precise execution. SS&C’s robust infrastructure allows investment firms across diverse segments to manage trading, data, reporting and compliance within a secure, continuously operating global environment. The firm’s presence spans North and South America, Europe, the Middle East and Asia, enabling clients to pursue alpha-generating investment opportunities wherever they arise. “We are the silent infrastructure that helps keep global finance running smoothly,” says Bill Stone, Founder, Chairman and CEO.

Digital Magazine

Top Financial Empowerment Coaching Services 2026

TetonPines Financial

Rethinking Financial Planning Through Accessibility

Holly Parker Jensen, Owner

The foundation of TetonPines Financial can be traced back to a moment that should have been simple. Years ago, a national financial services firm partnered with Costco to offer free financial consultations. Holly Parker Jensen and her husband decided to take advantage of the opportunity and scheduled an appointment, expecting a straightforward first step toward organizing their financial future. Instead, they ran into a barrier. When Holly requested a sign language interpreter for the meeting, the process quickly became a drawn-out struggle. What should have been routine turned into weeks of back-and-forth, delays, and resistance. It wasn’t until several weeks later that the company finally conceded and provided an interpreter.

CXO INSIGHTS

Reimagining Financial Services In The Digital Age

Misti Mostiller, Director of Consumer Banking & Enterprise Innovation, Extraco Banks

A Holistic Approach to Digitalizing Internal Audit In Financial Services

Dr. Enzo Tolentino, Head of Corporate Digital Audit, Banco de Crédito BCP

Effective Financial Risk Management

Gilbert Asamoah, Credit Risk Manager, NiSource

The Strategic Lens: Navigating the Agency "Push and Pull"

Lindsay Haun, MBA, Vice President of Financial Planning & Analysis, BarkleyOKRP

Unsung IT Heroes

James Grover, Director of Software Engineering and System Development, BankUnited

Preparing for Q-Day: Why CIOs Must Act Now on the Quantum Threat

Fabian Schramke, Sr. Director Information Security, Newrez LLC

Bridging Silos for Client Success

Chris Regione, Associate Vice President, Chief Underwriter, and Andrew Rinn, Assistant Vice President, Advanced Sales Strategy, Sammons Financial Group Companies

IN MY OPINION

Turning Strategic Clarity into Everyday Culture

Tina Downing, Senior Director and Lead of AIS Business Solutions, Russell Investments

LAST WORD

Navigating the Evolving Landscape of EFT

Eric M. Pollackov, Head of U.S. ETF Capital Markets, Invesco Ltd.

IN FOCUS

Data-Driven Technologies Elevating Financial Wealth Management Experiences

Modern wealth management uses smarter tools and personalized digital solutions to improve decisions, enhance transparency, and strengthen client experiences through data-driven insights.

Learn more

Adapting to Change: Loan Servicing Innovations for Businesses

Business loan managers are increasingly moving towards clarity, stability, and informed decision-making.

Learn more

EDITORIAL

AI Automation Powering Global Investing

Investment management is entering a period where operational intelligence, accessibility and disciplined execution are becoming central to long term performance. In this edition of Financial Services Review, the focus highlights organizations redefining how investment infrastructure and financial empowerment are delivered across increasingly complex financial environments.

The cover story features SS&C Technologies [NASDAQ: SSNC], recognized as the Investment Management Software of the Year 2026 for building the operational backbone that supports modern investing at global scale. By combining AI enabled automation, proprietary software platforms and deep operational expertise, the company enables investment firms to manage trading, compliance, reconciliation and reporting with greater precision and control. Its ability to integrate data, automate workflows and maintain resilient infrastructure across global markets reflects the growing importance of intelligent operational ecosystems within investment management.

Featured company TetonPines Financial, recognized as the Top Financial Empowerment Coaching Services 2026, demonstrates how accessibility and clear communication are reshaping financial coaching. Built around inclusive engagement and structured cash flow planning, the firm delivers a people first approach that helps clients move from financial stress toward long term independence. Its focus on behavioral insight, accessible communication and actionable planning reflects a broader shift toward more personalized and human centered financial guidance.

Expert perspectives further reinforce this direction. Tina Downing, Senior Director and Lead of AIS Business Solutions at Russell Investments, highlights how strategic clarity, intentional growth, operational efficiency, partnerships and team alignment form the foundation for sustainable business scaling and long term organizational success. Eric M. Pollackov, Head of U.S. ETF Capital Markets at Invesco Ltd., examines how actively managed ETFs, evolving market structures and investor-driven innovation continue to reshape capital markets and investment accessibility.

Eric M. Pollackov, Head of U.S. ETF Capital Markets at Invesco Ltd., examines how actively managed ETFs, evolving market structures and investor driven innovation continue to reshape capital markets and investment accessibility.

Integrated financial infrastructure, disciplined operational execution and client centered strategies will continue to shape the future of investment management and financial services. As firms navigate growing complexity, the ability to combine technology, accessibility and strategic clarity will remain essential to delivering resilient performance and meaningful long term outcomes. We invite our readers to explore the full coverage and engage with the leaders shaping this transformation.