Enhanced Investments - Financial Portal

SS&C Announces Enhancements, Growth of Tier 1 CRM Platform

Published: 2023-08-14 13:00:00 ET

Leading Capital Markets and Investment Banking CRM now has more than 30,000 users

WINDSOR, Conn., Aug. 14, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced enhancements to its Tier 1 CRM platform. New features include improved data insights and in-app information delivery. The capital markets and investment banking CRM added more than 1,000 users in the past quarter among leading international, U.S., European, and Canadian banks, independent research providers and broker-dealers. The team also grew headcount by 20%.

"We are proud of the strides we have made in advancing our product and driving revenue growth. Our team's dedication, hard work and the commitment from SS&C have been instrumental in achieving these milestones," said Doug Christensen, V.P. and Head of Capital Markets Solutions at SS&C Tier 1. "We are dedicated to delivering top-of-the-line solutions and digital tools to drive revenue-generating activities across capital markets and look forward to further innovation and growth in the coming months.""

Following the acquisition by SS&C Technologies in August 2022, SS&C Tier 1 focused on enhancing its global software solution to provide anytime, anywhere access to secure real-time client intelligence. Tier 1's capital-markets-specific workflows enable users to increase productivity by remaining connected to clients, institutional data, deals and interactions, even while working remotely.

Highlights of the latest SS&C Tier 1 enhancements include:

Data Insights: concise presentation of data enables users to visualize what's trending across the client's business across conversations, topics and dialogue.

In-app notifications: the app automatically alerts the user about changes in coverage, newly added contacts and critical tasks.

Trip and Venue Logistics: The CRM automatically associates event-related information with critical events, reducing the time required to input logistics and providing a full view of the event to participants.

Advanced List Management: The suite of efficiency features saves scroll time, enables customer grouping and optimizes targeting for better management of client contacts.

SS&C Tier 1's Mobile Solution for CRM was named "Best Sell-Side Mobile Initiative" by Waters Technology earlier this year. Learn more about SS&C Tier 1 offerings here.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

SOURCE: SS&C

Additional information aboutSS&C (Nasdaq: SSNC) is available at www.ssctech.com.

Follow SS&C on Twitter, LinkedIn and Facebook.

View original content to download multimedia:https://www.prnewswire.com/news-releases/ssc-announces-enhancements-growth-of-tier-1-crm-platform-301899159.html

SOURCE SS&C

Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.