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First Samuel Signs SS&C Technologies’ Sylvan to Calculate Pre- and Post-tax Returns

SS&C Technologies, a global provider of investment and financial software services announced that an Australian Wealth Management firm has selected its Sylvan solution to calculate pre- and post-tax returns across its investment portfolios. As a part of the implementation, Sylvan will be fully integrated with First Samuel’s portfolio accounting system.

Joe Flinn, General Manager at First Samuel said that using SS&C’s post-trade messaging network from years have made them comfortable with its technology and service levels. He was impressed with the broad range of offerings SS&C had for their performance requirements and hence they selected SS&C as a technology partner to further enhance their calculation and reporting of performance returns.

Deal Characteristics

Date : May 24, 2012
Industry : Capital Markets
Domain : Wealth Management
Sub Domain : IT and Technology
Deal Type : Deal Signing

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