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.