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Omnis Investments Limited Extends Relationship with SS&C

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SS&C Technologies Holdings (Nasdaq: SSNC) has announced the extension of its transfer agency relationship with Omnis Investments , one of the UK's largest asset managers with over GBP10 billion in assets under management. Omnis provides mutual funds across various asset classes and regions, primarily serving clients of The Openwork Partnership, a network of 4,200 financial advisers, and 2plan wealth management.

The partnership aims to enhance client experience and digital service offerings. Simon Harris, COO at Omnis, emphasized their commitment to maintaining high service standards, while Spencer Baum, Managing Director at SS&C GIDS, highlighted their focus on delivering exceptional omnichannel servicing and support.

SS&C Technologies Holdings (Nasdaq: SSNC) ha annunciato l'estensione della sua relazione di agenzia di trasferimento con Omnis Investments, uno dei più grandi gestori di patrimoni del Regno Unito con oltre 10 miliardi di sterline in asset gestiti. Omnis offre fondi comuni in diverse classi di asset e regioni, servendo principalmente i clienti di The Openwork Partnership, una rete di 4.200 consulenti finanziari, e 2plan wealth management.

La partnership mira a migliorare l'esperienza del cliente e le offerte di servizi digitali. Simon Harris, COO di Omnis, ha sottolineato il loro impegno nel mantenere alti standard di servizio, mentre Spencer Baum, Managing Director di SS&C GIDS, ha evidenziato il loro focus nel fornire un servizio e un supporto eccezionali su più canali.

SS&C Technologies Holdings (Nasdaq: SSNC) ha anunciado la extensión de su relación de agencia de transferencia con Omnis Investments, uno de los mayores gestores de activos del Reino Unido con más de 10 mil millones de libras en activos bajo gestión. Omnis proporciona fondos mutuos en diversas clases de activos y regiones, sirviendo principalmente a los clientes de The Openwork Partnership, una red de 4.200 asesores financieros, y 2plan wealth management.

La asociación tiene como objetivo mejorar la experiencia del cliente y las ofertas de servicios digitales. Simon Harris, COO de Omnis, enfatizó su compromiso de mantener altos estándares de servicio, mientras que Spencer Baum, Director General de SS&C GIDS, destacó su enfoque en ofrecer un servicio y soporte omnicanal excepcionales.

SS&C Technologies Holdings (Nasdaq: SSNC)Omnis Investments와의 전송 대행 관계를 연장한다고 발표했습니다. Omnis는 100억 파운드 이상의 자산을 관리하는 영국 최대 자산 운용사 중 하나입니다. Omnis는 다양한 자산 클래스와 지역에서 뮤추얼 펀드를 제공하며, 주로 4,200명의 재정 고문으로 구성된 The Openwork Partnership의 고객과 2plan 자산 관리 서비스를 제공합니다.

파트너십의 목표는 고객 경험과 디지털 서비스 제공을 향상시키는 것입니다. Omnis의 COO인 Simon Harris는 높은 서비스 기준을 유지하겠다는 의지를 강조하였고, SS&C GIDS의 관리 이사인 Spencer Baum은 뛰어난 옴니채널 서비스 및 지원을 제공하겠다는 목표를 부각시켰습니다.

SS&C Technologies Holdings (Nasdaq: SSNC) a annoncé l'extension de sa relation d'agence de transfert avec Omnis Investments, l'un des plus grands gestionnaires d'actifs du Royaume-Uni avec plus de 10 milliards de livres sterling d'actifs sous gestion. Omnis propose des fonds communs sur diverses classes d'actifs et régions, servant principalement les clients de The Openwork Partnership, un réseau de 4 200 conseillers financiers, et 2plan wealth management.

Le partenariat vise à améliorer l'expérience client et les offres de services numériques. Simon Harris, COO d'Omnis, a souligné leur engagement à maintenir des normes de service élevées, tandis que Spencer Baum, directeur général de SS&C GIDS, a mis en avant leur objectif de fournir un service et un soutien omnicanal exceptionnels.

SS&C Technologies Holdings (Nasdaq: SSNC) hat die Verlängerung seiner Übertragungsagenturbeziehung mit Omnis Investments bekannt gegeben, einem der größten Vermögensverwalter des Vereinigten Königreichs mit über 10 Milliarden GBP an verwalteten Vermögenswerten. Omnis bietet Investmentfonds in verschiedenen Anlageklassen und Regionen an und bedient hauptsächlich die Kunden der Openwork Partnership, einem Netzwerk von 4.200 Finanzberatern, sowie 2plan Wealth Management.

Die Partnerschaft zielt darauf ab, die Kundenerfahrung und digitale Serviceangebote zu verbessern. Simon Harris, COO von Omnis, betonte ihr Engagement für hohe Servicestandards, während Spencer Baum, Managing Director von SS&C GIDS, den Fokus auf herausragenden Omnichannel-Service und -Support hervorhob.

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WINDSOR, Conn., Dec. 23, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Omnis Investments Limited has extended its transfer agency relationship with SS&C. The contract services Omnis's range of mutual funds, which invest across several asset classes and regions.

With more than GBP10 billion of assets under management, Omnis is one of U.K.'s largest asset managers and works closely with clients of The Openwork Partnership, a network of 4,200 financial advisers across the country. Omnis also collaborates with 2plan wealth management, a leading wealth management firm in the U.K.

"SS&C is a long-term valued partner to Omnis, and we are looking forward to continuing our work together on ways to enhance the experience of our clients and achieve our goals," said Simon Harris, Chief Operating Officer at Omnis. "Together with SS&C, we are committed to providing a high standard of service to all of our clients and evolving our digital service offering."

"We are pleased to extend our valued long-term relationship with Omnis," said Spencer Baum, Managing Director Head of Client Management, SS&C GIDS. "SS&C is committed to delivering exceptional omnichannel servicing and support to all customer types."

Learn more about SS&C's Global Investor and Distribution Solutions here.

About Omnis Investments Limited

Omnis Investments manages over GBP10 billion in assets, working as part of The Openwork Partnership, a network of 4,200 financial advisers across the country helping people look forward with confidence and optimism. Omnis has a range of funds and strategies across the full risk/return spectrum, managed by leading investment managers. The Omnis funds are only available through advisers of The Openwork Partnership and 2plan wealth management.

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.

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

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SOURCE SS&C

FAQ

What is the value of assets under management at Omnis Investments that SSNC will service?

Omnis Investments has over GBP10 billion of assets under management that SS&C will service through their transfer agency relationship.

How many financial advisers are in The Openwork Partnership network serviced by SSNC?

The Openwork Partnership, which works with Omnis Investments, consists of 4,200 financial advisers across the UK.

What services will SSNC provide to Omnis Investments under the extended contract?

SS&C will provide transfer agency services for Omnis's range of mutual funds, which invest across several asset classes and regions.

What improvements are planned in the SSNC-Omnis partnership extension?

The partnership aims to enhance client experience and evolve digital service offerings while maintaining high service standards for all clients.

Which key wealth management firms does Omnis collaborate with under SSNC's services?

Omnis collaborates with The Openwork Partnership and 2plan wealth management, both leading wealth management firms in the UK.

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