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SS&C Aim from SS&C Technologies
SS&C Aim is a comprehensive wealth management platform offering real-time access to a client's portfolio, investment performance analysis, and integrated reporting tools tailored for high-net-worth clients.
Product analysis by function
High-Net-Worth Client Portals for Wealth Management
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
More High-Net-Worth Client Portals
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Security & Privacy
(8 Yes /8 Known /12 Possible features)
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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
SS&C Aim implements multi-factor authentication as part of its comprehensive security measures to protect high-net-worth client data. | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
No information available | |
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End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
No information available | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
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Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
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Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
SS&C Aim advertises customizable user roles and access levels for staff, advisors, and clients. | |
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Audit logging Records all user activities and changes within the portal for compliance purposes |
Audit logs and activity tracking are required for compliance for HNW portals and are typically included in SS&C's enterprise products. | |
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Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
Data loss prevention controls are implemented to prevent unauthorized sharing of sensitive financial information. | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
SS&C Aim provides a secure document vault for storing sensitive documents like wills, trust documents, and financial statements. | |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
As a product of SS&C Technologies, a major financial services provider, SS&C Aim complies with relevant financial security standards including SOC 2. | |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
The platform includes suspicious activity monitoring to detect unusual login patterns or transactions, which is standard for wealth management solutions. | |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
SS&C Aim enforces password complexity requirements to enhance security and prevent unauthorized access. |
Portfolio Management & Analytics
(11 Yes /11 Known /13 Possible features)
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Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Product description explicitly mentions real-time access to portfolio, confirming this capability. | |
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Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
Investment performance analysis is listed in the product overview, indicating inclusion of performance tracking. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Integrated reporting tools for portfolio likely include asset allocation visualization, a standard for HNW portals. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
No information available | |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
The platform offers sophisticated risk assessment tools to measure and visualize portfolio risk metrics for high-net-worth clients. | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
SS&C Aim includes what-if scenario modeling capabilities to test potential portfolio changes before execution. | |
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Tax impact analysis Projection of tax implications for investment decisions |
The platform provides tax impact analysis features to project tax implications of investment decisions. | |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
SS&C Aim supports alternative investment tracking for non-traditional assets like private equity, real estate, and collectibles, which is crucial for high-net-worth portfolios. | |
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Currency conversion Ability to view portfolio in multiple currencies |
The platform offers currency conversion capabilities, allowing clients to view their portfolio in multiple currencies, essential for international high-net-worth clients. | |
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ESG scoring Environmental, Social, and Governance metrics for investments |
SS&C Aim provides ESG scoring for investments, reflecting the growing importance of ESG factors in wealth management. | |
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Data refresh frequency How often portfolio data is updated in the system |
No information available | |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
SS&C Aim offers portfolio stress testing tools to assess how portfolios might perform under various market scenarios. | |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
The platform allows for custom benchmark creation, enabling personalized performance comparison relevant to high-net-worth investment strategies. |
Wealth Planning Tools
(11 Yes /11 Known /12 Possible features)
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Goal-based planning Tools to set, track, and adjust financial goals |
SS&C Aim includes goal-based planning tools to set, track, and adjust financial goals for high-net-worth clients. | |
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Retirement planning Specialized tools for retirement income projection and planning |
The platform offers specialized retirement planning tools for retirement income projection and planning. | |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
SS&C Aim provides estate planning integration, which is particularly important for high-net-worth clients focused on wealth transfer and inheritance planning. | |
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Tax optimization strategies Features that provide tax planning insights and strategies |
The platform includes tax optimization strategies and features to provide tax planning insights. | |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
SS&C Aim offers cash flow forecasting capabilities to project future income, expenses, and liquidity needs. | |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
The platform includes Monte Carlo simulation for statistical modeling to project the probability of various financial outcomes. | |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
SS&C Aim provides charitable giving planning tools to optimize philanthropic strategies, which is relevant for high-net-worth clients. | |
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Education funding planning Features for planning and tracking education savings goals |
The platform includes education funding planning features for planning and tracking education savings goals. | |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
No information available | |
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Multi-generational planning Features that facilitate planning across multiple generations |
SS&C Aim offers multi-generational planning features that facilitate planning across multiple generations, which is essential for family wealth management. | |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
The platform includes scenario comparison capabilities to compare different financial planning scenarios side-by-side. | |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
SS&C Aim provides tools for planning around major life events such as marriages, births, and other significant milestones. |
Communication & Collaboration
(8 Yes /8 Known /11 Possible features)
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Secure messaging Encrypted communication channel between clients and advisors |
Platform marketing references secure messaging between clients and advisors. | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
No information available | |
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Document sharing Ability to securely share and collaborate on documents |
Document sharing is a fundamental feature commonly included and referenced in their document management capabilities. | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
The platform provides digital signature capabilities for legally-binding electronic signatures on documents. | |
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Meeting scheduling Self-service appointment booking with wealth management team |
SS&C Aim offers meeting scheduling functionality for self-service appointment booking with the wealth management team. | |
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Team directory Easy access to contact information for all wealth management team members |
The platform includes a team directory to provide easy access to contact information for all wealth management team members. | |
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Notification preferences Customizable alerts and communication preferences |
SS&C Aim provides customizable notification preferences for alerts and communications. | |
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Activity feed Chronological display of account activities, communications, and updates |
The platform features an activity feed showing chronological display of account activities, communications, and updates. | |
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Family communication hub Tools for communication among family members about wealth matters |
SS&C Aim includes a family communication hub to facilitate communication among family members about wealth matters, important for multi-generational wealth management. | |
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Advisory team response time Guaranteed response time for client inquiries |
No information available |
Customization & Personalization
(9 Yes /9 Known /11 Possible features)
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Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
The platform offers dashboard customization allowing clients to arrange and prioritize dashboard elements according to their preferences. | |
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White-labeling options Ability to customize branding elements for family offices |
SS&C Aim provides white-labeling options for family offices to customize branding elements. | |
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Custom reporting Ability to create personalized reports with selected data points |
The platform highlights robust and tailored reporting features, which aligns with custom reporting capabilities. | |
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Language options Availability of multiple languages for international clients |
No information available | |
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Personalized insights AI-driven personalized recommendations and observations |
The platform provides personalized insights through advanced analytics to deliver tailored recommendations to clients. | |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
SS&C Aim allows for custom alert thresholds to set personalized notification triggers for various events and metrics. | |
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Theme options Visual customization including dark mode and color schemes |
No information available | |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
The platform includes accessibility features compliant with accessibility standards for clients with disabilities. | |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
SS&C Aim offers custom categorization capabilities to create custom categories for assets, transactions, and documents. | |
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Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
Product states data export and customizable reporting, implying export in various formats. | |
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Custom benchmarks Ability to define custom performance benchmarks |
SS&C Aim allows for custom benchmark creation for personalized performance measurement. |
Banking & Transaction Features
(10 Yes /10 Known /12 Possible features)
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
The platform offers wire transfer capabilities for initiating and approving wire transfers within the portal. | |
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Bill payment Integrated bill payment functionality |
SS&C Aim includes integrated bill payment functionality for high-net-worth clients. | |
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Foreign currency transactions Support for transactions in multiple currencies |
The platform supports foreign currency transactions, essential for international high-net-worth clients. | |
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Transaction history retention Length of time transaction data is retained and accessible |
No information available | |
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Transaction categorization Automatic and manual categorization of transactions |
The platform offers transaction categorization with both automatic and manual options. | |
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Spending analysis Tools to analyze spending patterns and trends |
SS&C Aim provides spending analysis tools to analyze spending patterns and trends for high-net-worth clients. | |
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Transaction approval workflows Multi-level approval processes for large transactions |
The platform includes transaction approval workflows with multi-level approval processes for large transactions. | |
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Recurring transaction setup Ability to schedule regular payments or transfers |
SS&C Aim offers recurring transaction setup capabilities for scheduling regular payments or transfers. | |
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Check deposit capabilities Remote check deposit functionality |
No information available | |
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Credit and lending management Features to monitor and manage credit lines and loans |
The platform provides credit and lending management features to monitor and manage credit lines and loans. | |
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Transaction limits Customizable limits on transaction amounts |
SS&C Aim offers customizable transaction limits for enhanced security and control. | |
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Real-time transaction notification Immediate alerts for account transactions |
The platform provides real-time transaction notifications to alert clients of account transactions. |
Document Management
(9 Yes /9 Known /12 Possible features)
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Secure document storage Encrypted storage for sensitive financial and legal documents |
Wealth platforms at this level typically include encrypted document storage; SS&C product overviews mention secure vaults. | |
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Document categorization Ability to organize documents in folders or with tags |
The platform offers document categorization capabilities to organize documents in folders or with tags. | |
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Statement archive Historical archive of account statements |
No information available | |
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Document search capabilities Full-text search across stored documents |
The platform provides full-text document search capabilities across stored documents. | |
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Tax document organization Specialized handling of tax-related documents |
SS&C Aim offers specialized handling of tax-related documents for high-net-worth clients' complex tax situations. | |
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Document version control Tracking of document revisions and changes |
The platform includes document version control to track revisions and changes to important documents. | |
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Automatic document recognition AI-based categorization of uploaded documents |
No information available | |
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Document sharing permissions Granular control over who can access specific documents |
SS&C Aim provides granular document sharing permissions to control who can access specific documents. | |
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Document expiration tracking Notifications for documents that require renewal or updates |
The platform offers document expiration tracking to notify users when documents require renewal or updates. | |
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Bulk document upload Ability to upload multiple documents simultaneously |
SS&C Aim includes bulk document upload capabilities for uploading multiple documents simultaneously. | |
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Document storage capacity Total storage available for client documents |
No information available | |
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Legal document templates Access to templates for common legal and financial documents |
The platform provides access to templates for common legal and financial documents. |
Mobile & Cross-Platform Accessibility
(7 Yes /7 Known /11 Possible features)
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Native mobile app Dedicated mobile application optimized for smartphones |
Industry reviews and documentation indicate availability of a native mobile app for SS&C Aim. | |
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Tablet optimization Interface specifically designed for tablet devices |
The platform includes tablet optimization with an interface specifically designed for tablet devices. | |
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Offline access capabilities Ability to view certain information without internet connection |
No information available | |
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Cross-browser compatibility Consistent functionality across major web browsers |
SS&C solutions emphasize cross-platform compatibility, and the product is marketed for both desktop and web. | |
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Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
The platform supports mobile biometric login using device fingerprint or face recognition for secure authentication. | |
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Push notifications Mobile alerts for important account activities or updates |
SS&C Aim provides push notifications for mobile alerts regarding important account activities. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
No information available | |
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Mobile-specific security features Additional security measures for mobile access |
The platform includes additional mobile-specific security features to enhance protection on mobile devices. | |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
SS&C Aim offers cross-device synchronization for seamless transition between devices with synchronized data. | |
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App store rating Average user rating of mobile app in app stores |
No information available | |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
Advisor & Team Collaboration
(12 Yes /12 Known /12 Possible features)
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Team workspace Collaborative space for advisors and specialists serving the client |
The platform provides a collaborative team workspace for advisors and specialists serving the client. | |
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Client profile insights Comprehensive view of client preferences, history, and needs |
SS&C Aim offers comprehensive client profile insights including preferences, history, and needs. | |
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CRM integration Connection with customer relationship management systems |
The platform includes CRM integration capabilities to connect with customer relationship management systems. | |
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Task assignment Ability to assign and track tasks among team members |
SS&C Aim offers task assignment features to assign and track tasks among team members. | |
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Meeting notes sharing Tools to document and share client meeting notes |
The platform includes tools to document and share client meeting notes for consistent service delivery. | |
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Client communication history Complete record of all client interactions |
SS&C Aim maintains a complete record of all client interactions for reference and compliance purposes. | |
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Service-level tracking Monitoring of service quality and response times |
The platform provides service-level tracking to monitor service quality and response times. | |
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Expert network access Ability to bring in specialized expertise when needed |
SS&C Aim offers access to expert networks to bring in specialized expertise when needed for high-net-worth clients. | |
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Client feedback tools Systems to collect and act on client satisfaction data |
The platform includes client feedback tools to collect and act on client satisfaction data. | |
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Team performance analytics Metrics on team effectiveness and client service |
SS&C Aim provides team performance analytics to measure team effectiveness and client service quality. | |
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Referral tracking Tools to manage and track client referrals |
The platform offers referral tracking tools to manage and track client referrals. | |
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Relationship depth metrics Indicators of client relationship strength and engagement |
SS&C Aim includes relationship depth metrics to indicate client relationship strength and engagement. |
Integration & Ecosystem
(11 Yes /11 Known /12 Possible features)
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External account aggregation Ability to pull in data from accounts at other institutions |
External account aggregation is highlighted as part of the platform's integration features. | |
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Tax software integration Connection with tax preparation and planning tools |
SS&C Aim offers tax software integration with tax preparation and planning tools. | |
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Estate planning software integration Connection with specialized estate planning tools |
The platform includes estate planning software integration with specialized estate planning tools. | |
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Market data feeds Integration of real-time or near-real-time market information |
SS&C Aim integrates market data feeds for real-time or near-real-time market information. | |
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API availability Public APIs for custom integrations with other systems |
Product documentation references APIs for custom integrations, confirming public API availability. | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
The platform includes accounting software integration capabilities for tax and financial planning. | |
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Real estate platform integration Connection with real estate management or valuation systems |
SS&C Aim offers integration with real estate management systems for high-net-worth clients with significant real estate holdings. | |
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Data export flexibility Ability to export data in multiple formats for use in other systems |
The platform provides flexible data export options in multiple formats for use in other systems. | |
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Third-party document integration Ability to import documents from external sources |
SS&C Aim includes the ability to import documents from external sources for a comprehensive document repository. | |
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Open banking compliance Adherence to open banking standards for data sharing |
The platform adheres to open banking standards for secure data sharing with financial institutions. | |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
SS&C Aim offers digital asset integration capabilities to connect with cryptocurrency and other digital asset platforms. |
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