Conbrio Fund Partners Selects SS&C for Global Investor & Distribution Solutions

Rhea-AI Summary

On September 14, 2020, SS&C Technologies (Nasdaq: SSNC) announced its partnership with Conbrio Fund Partners for transfer agency support for its GBP1.5 billion fund range. The migration of Conbrio's funds to SS&C's full-service platform was completed within six months. Richard Slattery-Vickers from Conbrio emphasized SS&C's integrated service model, vital for future growth. CEO Nick Wright highlighted the swift migration as evidence of SS&C's capabilities, especially in a remote working environment.

Positive

• Successful migration of Conbrio's funds to SS&C's platform in six months.
• Conbrio chose SS&C for its fully integrated service model, indicating strong service capabilities.
• SS&C provides comprehensive support, enhancing Conbrio's client services.

Negative

• None.

WINDSOR, Conn., Sept. 14, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Conbrio Fund Partners has selected SS&C Global Investor & Distribution Solutions to provide transfer agency support to its GBP1.5 billion fund range. SS&C migrated Conbrio's funds to its full-service platform in six months.

"As we grew, we sought a provider with a fully integrated service model that would support future growth with efficiency, scale and standardization," said Richard Slattery-Vickers, Partner, ACD Operations at Conbrio. "SS&C stands out from the competition with its digital and service capabilities."

Conbrio, formerly known as Castlefield Fund Partners, is the Authorized Corporate Director (ACD) for the CFP Sanford DeLand and the CFP Castlefield fund ranges. SS&C will be providing full-service model support to Conbrio's clients, including Distributor and Institutional Client Services.

"We are proud to provide the technology and service to simplify Conbrio's operations," said Nick Wright, CEO, SS&C Global Investor & Distribution Services. "The successful fast migration of the funds' data underscores SS&C's ability to quickly meet our clients' needs, even in a remote working environment."

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 18,000 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 about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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SOURCE SS&C

FAQ

What recent partnership did SS&C Technologies announce?

SS&C Technologies announced a partnership with Conbrio Fund Partners to provide transfer agency support for its GBP1.5 billion fund range.

How long did the migration of Conbrio's funds take?

The migration of Conbrio's funds to SS&C's platform was completed in six months.

What is the stock symbol for SS&C Technologies?

The stock symbol for SS&C Technologies is SSNC.

What services will SS&C provide to Conbrio Fund Partners?

SS&C will provide full-service model support, including Distributor and Institutional Client Services.

When was the partnership between SS&C and Conbrio announced?

The partnership was announced on September 14, 2020.