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SS&C Investor Communications from SS&C Technologies
Comprehensive investor communications platform integrated with fund accounting and administration. Features regulatory document management, investor portal access, automated reporting, and document distribution capabilities.
Product analysis by function
Investor Communications Systems for Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Communication Channels
(3 Yes /3 Known /10 Possible features)
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
Investor Communications platform advertises document/newsletter distribution to investors, consistent with email distribution capabilities. | |
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SMS Messaging Distribute key communications to clients via text messaging. |
No information available | |
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Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
No information available | |
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Push Notifications Send notifications through a mobile app or browser to engage clients. |
No information available | |
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Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
No information available | |
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In-platform Messaging Securely communicate with clients within the platform interface. |
Secure investor portal supports direct in-platform messaging and document access. | |
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Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
No information available | |
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API Channel Support Connect communications to other apps or portals via APIs. |
Platform integrates with other SS&C fund systems and supports APIs for interoperability. | |
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Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
. | No information available |
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Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
. | No information available |
Audience Segmentation
(0 Yes /0 Known /10 Possible features)
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Dynamic List Management Create audiences based on real-time filters or criteria. |
. | No information available |
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Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
. | No information available |
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Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
. | No information available |
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Exclusion Lists Exclude specific audiences from communications as needed. |
. | No information available |
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Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
. | No information available |
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Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
. | No information available |
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Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
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Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
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Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
. | No information available |
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Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
. | No information available |
Content Management
(3 Yes /3 Known /10 Possible features)
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Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
. | No information available |
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Pre-built Templates Library of reusable templates for common communications. |
. | No information available |
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Version Control Track revisions and maintain content history for compliance. |
. | No information available |
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Rich Media Embeds Insert video, images, charts, and audio in communications. |
. | No information available |
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Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
Regulatory document repository and sharing is a noted product feature. | |
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A/B Testing Experiment with multiple versions of content to optimize performance. |
. | No information available |
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Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
. | No information available |
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Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
. | No information available |
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Localized Content Options Support for multi-language or region-specific content variants. |
Supports documents for investors in multiple jurisdictions, implying language/geography options. | |
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Web Content Hosting Host newsletters or event pages on a branded microsite. |
Describes investor portal and microsite functionality for events and document hosting. |
Compliance & Security
(9 Yes /9 Known /10 Possible features)
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Message Archiving Automatically archive all communications for audit purposes. |
Meeting compliance requirements by archiving all regulatory and investor communications. | |
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Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
Platform notes compliance with global regulations, including tracking permissions and consent. | |
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Secure Email Delivery Encrypts email and data in transit for confidentiality. |
Advertises secure distribution and encryption for compliance-critical communications. | |
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Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
References GDPR/SEC/CCPA compliance; global fund administration experience. | |
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Role-Based Permissions Restrict access or actions by user roles within the system. |
Portal supports user management and custom roles for fund staff and investors. | |
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Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
Platform tracks document access, approvals, and delivery for compliance review. | |
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Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
Approval workflows are standard for regulated communications per industry requirements. | |
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Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
. | No information available |
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Data Residency Options Lets you choose where client data is stored geographically. |
Global platform hosted to meet international data residency needs. | |
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Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
All regulatory and investor email content includes unsubscribe/opt-out functionality (regulatory requirement). |
Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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Email Open Tracking Measures who opened communications and when. |
. | No information available |
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Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
. | No information available |
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Engagement Scoring Assigns scores based on recipients’ interactions. |
. | No information available |
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Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
. | No information available |
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Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
. | No information available |
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Behavioral Heatmaps Visually displays aggregate user activity on communications. |
. | No information available |
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Time to Read Analytics Measures average time spent per email or article. |
. | No information available |
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Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
. | No information available |
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Custom Report Builder Create, filter, and export custom reports by segment or time period. |
. | No information available |
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Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
. | No information available |
Automation & Scheduling
(0 Yes /0 Known /10 Possible features)
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Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
. | No information available |
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Event-triggered Messaging Send personalized messages based on investor activity or events. |
. | No information available |
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Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
. | No information available |
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Time Zone Detection Automatically sends communications at local time for each recipient. |
. | No information available |
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Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
. | No information available |
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Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
. | No information available |
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Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
. | No information available |
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API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
. | No information available |
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Frequency Caps Limit total messages per client within a specified interval. |
. | No information available |
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Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
. | No information available |
Integration & Interoperability
(4 Yes /4 Known /10 Possible features)
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CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
Describes integration with CRM (e.g., Salesforce, SS&C CRM) for investment/fund management clients. | |
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Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
Tightly integrated with SS&C fund accounting/administration and third-party systems, per site. | |
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API Access Well-documented, secure RESTful APIs for data exchange. |
API documentation for integrations mentioned in technical resources. | |
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SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
. | No information available |
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Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
. | No information available |
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Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
. | No information available |
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Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
. | No information available |
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Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
Document management systems such as Sharepoint are named as integration points. | |
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Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
No information available | |
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Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /10 Possible features)
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Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
Modern UI and mobile/web access for investors, implying responsive design. | |
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Multi-language UI Support Interface available in major global languages. |
. | No information available |
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Self-service Portal Investors can manage their notifications, contact details, and preferences. |
Investors can access and manage documents and communications through the portal. | |
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WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
No information available | |
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Onboarding/Tutorials In-app guidance and documentation for main user actions. |
. | No information available |
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Customizable Dashboards Allow users to customize analytics and content views. |
Analytics and user dashboard configuration is an advertised feature. | |
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Dark Mode Optional dark color scheme for visual comfort. |
. | No information available |
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Keyboard Navigation Full feature support via keyboard shortcuts. |
. | No information available |
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Profile Management Edit and manage user profiles and security options. |
Ability for both admins and investors to edit and manage their profiles is noted. | |
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Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
. | No information available |
Customization & Branding
(3 Yes /3 Known /10 Possible features)
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Branded Email Templates Customize style, colors, and logos for investor communications. |
Clients may customize email templates with fund branding. | |
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Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
Emails sent from fund/firm-branded domains are highlighted under customization features. | |
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Custom Branding for Portals Fund-branded microsites for events or document access. |
No information available | |
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Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
. | No information available |
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Custom Web Forms Design branded web forms for lead capture or event signups. |
Form builder tools are included for event/lead capture with branding support. | |
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Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
. | No information available |
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Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
. | No information available |
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Custom Landing Pages Design and launch event or marketing landing pages. |
. | No information available |
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Signature Management Support different sender signatures per user or brand. |
. | No information available |
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Variable Content by Segment Show different logos or colors for different investor groups. |
. | No information available |
Reliability & Performance
(4 Yes /4 Known /10 Possible features)
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99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
Platform advertises high uptime SLAs (99.9%+) for institutional clients. | |
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Delivery Speed Average time to deliver messages to recipients. |
. | No information available |
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Scalability Ability to handle very large list sizes without delays. |
Supports mass messaging to large institutional client lists. | |
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Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
No information available | |
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Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
References to multi-region disaster recovery/data center infrastructure are present. | |
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Automatic Failover Service automatically reroutes if a server or region fails. |
Disaster recovery documentation confirms automatic failover support. | |
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Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
. | No information available |
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Queue Management Prioritizes time-sensitive over routine communications. |
. | No information available |
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Message Retry/Resend Automatically resends failed messages. |
. | No information available |
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Redundancy for Critical Data Backups and replication of all critical settings and content. |
. | No information available |
Support & Training
(8 Yes /8 Known /10 Possible features)
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24/7 Support Round-the-clock vendor support via call, chat, or email. |
24/7 support is standard for SS&C enterprise clients, per documentation. | |
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Dedicated Account Manager Single point of contact for all communications and escalations. |
Account manager support for onboarding and escalations is included. | |
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Onboarding Assistance Guided implementation and setup services. |
Product material highlights onboarding and training for enterprise rollouts. | |
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In-depth Documentation Comprehensive user manuals and technical guides. |
Comprehensive online documentation exists for the platform. | |
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Webinars & Live Training Regular online training for new features and best practices. |
Webinars and live training are standard for major product updates. | |
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User Community/Forum Online space for peer-to-peer support and sharing. |
User forum/community is available for knowledge sharing (see support pages). | |
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Change Management Resources Materials to help staff adopt and transition to the new tool. |
. | No information available |
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Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
. | No information available |
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Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
SS&C offers contractual SLAs for support and uptime, per enterprise agreements. | |
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Regular Feature Updates Ongoing software improvements and new feature releases. |
Frequent product enhancement and compliance-driven feature releases are noted. |
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