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SS&C's Data Management Platform from SS&C Technologies
A comprehensive platform that provides analytics, portfolio management, and financial data management solutions, covering everything from data collection to reporting for financial institutions.
Product analysis by function
Data Management for IT and Infrastructure
Platforms for storing, processing, and analyzing the bank's data assets.
More Data Management
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Data Integration
(8 Yes /8 Known /10 Possible features)
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Multi-source Integration Ability to connect and aggregate data from various databases, applications, and data feeds. |
SS&C's Data Management Platform aggregates data from a wide variety of sources (e.g., market data, legacy systems, cloud apps) for financial institutions as shown in its documentation and web collateral. | |
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API Support Support for open and custom APIs for seamless data transfer and interoperability. |
The platform supports both open and custom APIs for integration, facilitating interoperability per SS&C technical datasheet. | |
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Batch Data Import/Export Automated or manual bulk import and export of datasets. |
Batch import/export is a core feature of enterprise data management products, and SS&C explicitly advertises automated data onboarding and offboarding options. | |
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Real-time Data Sync Synchronization of data between systems in real time. |
Real-time data sync is supported, as real-time analytics and live positions for portfolios are a selling point on the product site. | |
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ETL Processing Speed The speed at which the platform can perform Extract, Transform, Load (ETL) operations. |
No information available | |
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Data Mapping Ability to translate or transform data fields between systems. |
Data mapping and transformation is supported according to product literature about ingestion from multiple formats and normalization. | |
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Data Lineage Tracking Support for tracking the lifecycle and source of data through the system. |
Data lineage tracking is provided, as the platform offers audit and traceability of data flow and lineage for regulatory compliance. | |
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Connector Library Availability of pre-built connectors for major financial and banking systems. |
No information available | |
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Custom Connector Development Capability to create custom connectors for proprietary or legacy systems. |
Custom connector development is highlighted for integration with legacy and proprietary banking systems. | |
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Cloud Data Integration Native integration options for major cloud service providers. |
Cloud data integration for AWS, Azure, and Google Cloud is explicitly stated in product documentation. |
Data Security
(8 Yes /8 Known /10 Possible features)
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Encryption at Rest Data stored in the system is encrypted to prevent unauthorized access. |
Encryption at rest is specified on security and compliance materials and meets standard financial industry requirements. | |
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Encryption in Transit Data is encrypted when transmitted between systems or over networks. |
Encryption in transit via TLS/SSL is featured as standard security protocol for data moving between systems. | |
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Role-based Access Control (RBAC) Ability to define and enforce user access permissions by roles. |
Role-based access control (RBAC) is available, as user roles and entitlements are granularly managed. | |
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Audit Logging System automatically logs all access and data modification events. |
Audit logging is described as part of the controls for regulatory compliance and traceability. | |
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Multi-factor Authentication (MFA) Extra layer of authentication for user access. |
Multi-factor authentication is included to bolster secure access for users, per product’s security specification. | |
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Compliance Management Support for standards such as PCI DSS, GDPR, or local banking regulations. |
Compliance management modules are featured to support industry standards such as GDPR, PCI, and local banking requirements. | |
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Data Masking Sensitive data is obfuscated or masked when displayed or exported. |
Data masking is included for test data and sensitive data display, as indicated in the platform's privacy features. | |
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Intrusion Detection Automated detection and alerting of unusual access or potential breaches. |
No information available | |
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User Activity Monitoring Detailed tracking of user behaviors and access within the system. |
No information available | |
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Secure API Gateways APIs are protected with security layers such as OAuth or JWT. |
APIs protected by secure API gateways (e.g., OAuth2). Confirmed in SS&C’s developer documentation. |
Data Storage and Scalability
(4 Yes /4 Known /10 Possible features)
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Capacity Total storage supported by the system. |
No information available | |
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Automated Scaling System capacity expands automatically in response to usage. |
Automated scaling is available. The platform supports both on-premises and cloud-native deployments with dynamic scale. | |
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Data Compression Support for redundancy reduction through data compression algorithms. |
Data compression is regularly found in enterprise data platforms; SS&C references disk space optimization features in solution architecture guides. | |
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Data Archiving Automated archiving of historical or infrequently accessed data. |
Data archiving for historical and rarely accessed data is supported, addressing both compliance and performance needs. | |
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Hot and Cold Storage Management Separation of frequently accessed (hot) and infrequently accessed (cold) data. |
No information available | |
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Federated Data Storage Ability to manage distributed storage environments seamlessly. |
No information available | |
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Data Purging Capabilities for scheduled and compliant deletion of obsolete data. |
Data purging for obsolete or expired data is mentioned under data lifecycle management features. | |
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Throughput Data read/write speed supported by the system. |
No information available | |
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Backup Frequency The allowed or configurable frequency of data backups. |
No information available | |
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Restoration Time The time needed to recover data from a backup. |
No information available |
Infrastructure Resilience
(7 Yes /7 Known /10 Possible features)
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High Availability (HA) Support for clustered or redundant configurations to minimize downtime. |
High availability (HA) configurations are explicitly called out as possible in reference architectures. | |
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Disaster Recovery (DR) Automated failover and recovery procedures in case of major incidents. |
Disaster recovery and business continuity features are frequently promoted as part of the product's infrastructure capabilities. | |
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Uptime Guarantee The service level agreement (SLA) for guaranteed system availability. |
No information available | |
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Automated Failover Automatic transfer of services to backup infrastructure during failures. |
Automated failover between primary and secondary environments is described in the product's resiliency section. | |
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Redundant Power and Connectivity Multiple, independent power and network sources. |
No information available | |
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Geographically Distributed Data Centers Utilization of multiple physical locations for operations and backup. |
Multiple geographic data centers for redundancy and regulatory compliance are listed under hosting options. | |
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Real-time Monitoring Continuous monitoring of all system components and services. |
Real-time infrastructure and service monitoring is a standard feature in the platform's administration toolkit. | |
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Incident Response Automation Automated workflows for responding to detected incidents. |
No information available | |
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Snapshot Recovery Ability to recover to a previous point-in-time configuration. |
Snapshot recovery is supported for data rollback to recent restore points (highlighted under data protection features). | |
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Maintenance Windows Scheduled times for updates without impacting availability. |
Maintenance windows are configurable so updates and patches have minimal customer-facing impact. |
Data Quality Management
(10 Yes /10 Known /10 Possible features)
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Data Validation Rules Automated rules for checking input and imported data for errors. |
Automated data validation rules are configured as part of ingestion and integration layers, ensuring quality. | |
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Duplicate Detection Automated identification and management of duplicate records. |
Duplicate detection and removal is explicitly mentioned in data quality modules. | |
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Data Cleansing Procedures and tools for correcting or removing inaccurate records. |
Data cleansing capabilities are provided for improving data quality and regulatory reporting. | |
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Data Profiling Statistical and analytical assessment of data quality. |
Data profiling and quality assessment tools are included for identifying quality issues. | |
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Automated Data Enrichment Augments records with missing or supplemental information. |
Automated enrichment from external data sources is possible, per integration and analytics modules. | |
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Rule Customization Ability to define custom business rules for data quality management. |
Rule customization is described, allowing clients to define their own business data quality policies. | |
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Anomaly Detection System can identify unusual or outlier records. |
Anomaly detection is part of data validation and compliance modules. | |
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Data Quality Dashboard Centralized view of metrics relating to data quality. |
A data quality dashboard with centralized KPI monitoring is available in the platform's reporting suite. | |
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Data Stewardship Tools Features to assign responsibility for quality improvement. |
Data stewardship tooling is available for assigning data owners and remediation workflows. | |
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Audit Trail for Quality Changes Tracking of all modifications and their justifications. |
Audit trail for changes to data is provided for compliance and regulatory review. |
Analytics and Reporting
(9 Yes /9 Known /10 Possible features)
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Real-time Analytics Analytics engine processes and presents live data streams. |
Real-time analytics is supported; the platform advertises live performance tracking and visualization. | |
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Ad Hoc Reporting Customizable, on-demand reporting tools. |
Ad hoc reporting capability is emphasized for portfolio and operational reporting. | |
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Scheduled Reporting Ability to automate and distribute recurring reports. |
Scheduled/automated reporting is available and a standard element in the reporting module. | |
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Dashboard Customization Users can tailor dashboard views and widgets. |
Dashboard customization is supported, allowing clients and end-users to tailor views. | |
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Drill-down Capability Clickable insights allowing users to explore data at deeper levels. |
Drill-down analytics enables users to explore underlying data from summary metrics. | |
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Report Export Options Support for exporting reports in various formats (PDF, XLS, CSV, etc.). |
Export options for major report and data formats (CSV, XLSX, PDF) are featured. | |
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Data Visualization Library Built-in charts, graphs, and widgets for representing data. |
No information available | |
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Alerting & Notifications Automated alerts upon reaching predefined thresholds or conditions. |
Alerting and notification systems are included for data issues, anomalies, and scheduled jobs. | |
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Self-service BI Non-IT users can create and modify reports without technical intervention. |
Self-service business intelligence is a focus for the platform per marketing materials. | |
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Audit Trail for Reports Tracks when and by whom a report was generated or modified. |
Audit trail for report access and creation is typically part of financial data management solutions; referenced in controls section. |
Compliance and Regulatory Features
(7 Yes /7 Known /10 Possible features)
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Compliance Dashboard Unified interface to monitor and manage regulatory adherence. |
A compliance dashboard is offered to support oversight and regulatory reporting. | |
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Regulatory Reporting Automated generation and submission of required compliance reports. |
Regulatory reporting automation for requirements like MiFID, AIFMD, and others is a major OEM use case. | |
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Data Retention Policies Automated enforcement of policies for record-keeping and disposal. |
Configurable data retention policies and automated enforcement are needed for financial institutions and mentioned in technical documentation. | |
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Consent Management Tracking and handling of customer consent for data usage. |
Consent management, especially for GDPR compliance, is part of client data modules. | |
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Audit Readiness Easy extraction of data and logs required for audits. |
SS&C highlights audit readiness as a differentiator—easy extraction of logs for regulators. | |
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Sanction List Screening Automated checking of data against official watchlists. |
No information available | |
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Policy Enforcement Engine Systematically applies compliance rules across the environment. |
Policy enforcement engines and centralized compliance controls are outlined in technical overviews. | |
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Regulation-specific Modules Modules for specific rules (e.g., Basel III, SOX, PSD2). |
No information available | |
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Change Management Logging Logs all changes to compliance-related configurations. |
Change management and full logging of compliance configuration changes are detailed for auditability. | |
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Automated Exception Management Tracks and manages instances where compliance cannot be immediately achieved. |
No information available |
System Performance and Optimization
(5 Yes /5 Known /10 Possible features)
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Transaction Throughput System's maximum number of transactions processed per second. |
No information available | |
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Latency Average time taken to process a transaction or request. |
No information available | |
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Indexing Option Support for flexible or automatic indexing to speed up searches. |
Platform documentation describes use of automatic indexing to enhance data search performance. | |
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Resource Optimization Engine Automated allocation and reallocation of computing resources based on load. |
Resource optimization is handled by orchestration and management modules for cloud deployments. | |
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Load Balancing Ability to distribute workloads across nodes for higher performance. |
Load balancing is featured for high-availability deployments in the product’s architecture. | |
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Auto-tuning Automated adjustment of configuration parameters for optimal performance. |
No information available | |
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Concurrent User Support Number of simultaneous users supported. |
No information available | |
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Throughput Monitoring Real-time tracking of system performance metrics. |
Throughput/performance monitoring is available via the unified administration console. | |
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Dynamic Scaling Ability to automatically scale resources up or down based on demand. |
Dynamic scaling is supported in cloud-native configurations (scaling up/down seamlessly). | |
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Bottleneck Detection Automated identification of performance bottlenecks. |
No information available |
User and Identity Management
(7 Yes /7 Known /10 Possible features)
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Single Sign-On (SSO) Support for unified authentication across multiple systems. |
Single sign-on (SSO) using SAML, OIDC, and enterprise SSO systems is supported. | |
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User Provisioning Automated creation and management of user accounts. |
Automated provisioning of user accounts is highlighted in administration documentation. | |
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De-provisioning Automatic removal of access rights upon user departure. |
No information available | |
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Self-service Password Reset Allows users to reset their passwords without admin intervention. |
Self-service password reset functionality is available for user accounts. | |
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Group and Role Management Organize users into groups with specific access levels. |
User and group management capabilities are described supporting granular access control. | |
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Access Request Workflow Automated process for users requesting additional access. |
No information available | |
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Active Directory Integration Seamless integration with enterprise identity providers. |
Active Directory and LDAP integration supported for enterprise clients. | |
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User Authentication Logs Logs of all authentication attempts. |
Authentication logs (login attempts, access errors) are available to administrators. | |
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Privilege Escalation Alerts Automated alerts if user privileges change unexpectedly. |
No information available | |
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User Profile Customization Allows individual customization of user interface or settings. |
Users can customize dashboards and preferred settings. |
Interoperability and Open Standards
(7 Yes /7 Known /10 Possible features)
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Open Standards Support Compliance with widely adopted data and communication standards (e.g., ISO 20022). |
Open standards (ISO 20022, FIX, etc.) are referenced in API and integration documentation. | |
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Inter-bank Connectivity Support for connectivity with correspondent or partner banks. |
Interbank and correspondent banking integrations are enabled by the product for financial institutions. | |
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Platform-agnostic APIs APIs are accessible regardless of the underlying operating system. |
APIs are platform-agnostic and documented for access across OS/ecosystems. | |
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XML/JSON Data Exchange Native support for structured data exchange formats. |
Native XML/JSON structured data support is standard for integrations. | |
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SWIFT Integration Compatibility with SWIFT messaging and protocols. |
SWIFT messaging/protocol integration is stated as available for fund administration/settlement. | |
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Plug-and-Play Modules Ability to easily add or remove functional modules. |
Plug-and-play modules referenced for expanding core functionality per customer needs. | |
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Third-party App Marketplace Ecosystem for external tools and solutions. |
No information available | |
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File Format Support Number of supported import/export file formats. |
No information available | |
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Service Mesh Integration Compatible with modern cloud-native service meshes. |
No information available | |
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Legacy System Bridging Specialized connectors for outdated but still-critical systems. |
Legacy system bridging is one of the selling points for on-premises financial institutions with old core systems. |
Automation and Workflow Management
(4 Yes /4 Known /10 Possible features)
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Workflow Designer Graphical tools for building and modifying data and infrastructure workflows. |
Workflow design and management is included, providing graphical workflow design features. | |
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Scheduled Jobs/Tasks Automation of routine tasks such as data refresh, backups, or reporting. |
Routine job scheduling (for imports, backups, reports) is a typical and documented operational feature. | |
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Process Monitoring Real-time visibility into running and completed automation workflows. |
Process monitoring of automations and workflows is supported. | |
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Task Prioritization Ability to prioritize or sequence tasks according to business urgency. |
No information available | |
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Event-driven Automation Trigger workflows based on external or system events. |
Event-driven automations, responding to both system and external triggers, are described under orchestration features. | |
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Exception Handling Automated mechanisms to manage errors or workflow exceptions. |
No information available | |
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Workflow Version Control Track and revert to previous workflow configurations. |
No information available | |
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User Approval Steps Insert mandatory human approval into automated workflows. |
No information available | |
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Job Concurrency Limit Maximum number of simultaneous jobs supported. |
No information available | |
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Bot/Agent Integration Support for robotic process automation (RPA) or agent-based processing. |
No information available |
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