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Specialist Investment Management selects SS&C’s Global Wealth Platform


Specialist Investment Management Ltd has selected SS&C Technologies’ Global Wealth Platform to support its Australian wealth management business.

SIML’s investment strategy is to manage multiple asset types and maximise investment returns at each stage of the economic cycle.

The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments.

"With SIML, I wanted to avoid a narrow, single asset type focus, which only works at certain points in the investment cycle. In order to produce consistently high returns, it is necessary to switch between asset types including equities, asset-backed securities, foreign exchange and derivatives," says Peter Kennedy, founder and chief executive officer, SIML. "SS&C’s Global Wealth Platform is a modern, web-based system with excellent instrument coverage. The cloud-based model is ideal for a start-up like SIML and Global Wealth Platform gives us rapid time to market while avoiding significant upfront capital expenditure."

"We are delighted that SIML has chosen to partner with SS&C and our Global Wealth Platform," says Phil Banas, managing director, Australia, SS&C Technologies. "SIML has sophisticated requirements and invests in a wide range of instrument types and markets. Global Wealth Platform has been designed from the ground up to manage multiple instruments and markets. Our global reach gives us a unique insight into wealth management firms’ evolving requirements and our long standing presence in Australia ensures full compliance with local tax and regulatory requirements."

Global Wealth Platform is a real-time, cloud-based investment system, designed to streamline the management of multiple client portfolios across markets, currencies and financial instruments.

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