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BT Chooses SS&C for Unit Registry Services

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September 9, 2024
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BT Chooses SS&C for Unit Registry Services
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WINDSOR, Conn., Sept. 10, 2024 /PRNewswire/ — SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that BT, a leading Australian wealth management business, has signed a long-term agreement with SS&C Global Investor and Distribution Solutions (GIDS) for unit registry services. SS&C’s Managed Fund Administration team will provide unit registry services to 88 BT-managed funds, including investor servicing and unit registry websites for digital account access and transactions.

BT previously managed the unit registry and investor servicing for these managed funds in-house. SS&C will focus on helping BT deliver improved digital access to investor information and automating processes to improve efficiency.

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“We are excited to partner with BT. We have been working with BT teams to integrate the operating model and technologies to provide a market-leading experience from day one,” said Shaun McKenna, Head of SS&C GIDS, Australia. “SS&C has extensive experience helping asset managers digitalize and transform their operations. We look forward to delivering a scalable, technology-enabled registry solution to support BT and its managed fund clients for this exciting next phase of their business.”

SS&C GIDS is the world’s largest transfer agent and unit registry. The division services more than 1,000 clients globally, processing more than 200 million transactions a year. SS&C services the full investor lifecycle with end-to-end solutions. Learn how SS&C GIDS can help you streamline operations, boost product diversification, deliver state-of-the-art digital interactions and more here.

About BT

BT is part of Westpac Group and has a 50-year history in providing wealth management services, including investment solutions, and supporting financial advisers. BT is one of Australia’s leading wealth management businesses with a vision to enable quality financial advice to thrive. Learn more at https://bt.com.au/

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world’s largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

Follow SS&C on X, LinkedIn and Facebook.

 

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