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Albion Financial Group turns to SS&C for cloud-based reporting solution


Albion Financial Group has selected the cloud-based client reporting solution available from SS&C’s Investment Intelligence Cloud (IMI Cloud). Albion is a fee-based Registered Investment Advisor (RIA) with USD900 million in assets under management.

Today’s investor is more connected, mobile and empowered. To earn their loyalty and assets, RIAs, such as Albion, need to engage with them in a highly personal and consistent manner. Leveraging the unique combination of SS&C’s cloud-based customer client reporting in conjunction with its existing portfolio management platform, Albion can engage investors in innovative ways, delivering a consistent brand experience and quality investment data that drives greater satisfaction.
“Our customers need a way to more quickly process information in greater detail, and the Cloud offers a simple way to manage this on a global scale. Albion can exceed investor expectations by expanding their touchpoints and making them all personalised, easy and secure,” says Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. “Albion joins hundreds of our innovative asset management customers who depend on SS&C’s ‘world-class’ data centres and integrated suite of applications from the Cloud. We meet and exceed our customer’s strict data security requirements with the flexibility to improve performance without worrying about IT upgrades.”
The SS&C Investment Management Intelligence Cloud revolutionises the way financial services companies can aggregate, access, and display mission-critical data from their front, middle and back-office systems. IMI Cloud aggregates data in near real time from multiple SS&C applications, third-party systems, and data sources. The results can be displayed on any device (desktop or mobile) as user-defined, customised dashboards that provide easy drill-down to underlying data.

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