at Financial Technnology Year
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SS&C Loan Management Software
from SS&C Technologies
Integrated solution for managing loans and relationships that automates workflows, improves reporting, and ensures compliance with both regulatory requirements and company policies.
Category:
Corporate Lending Systems
Platforms for managing the entire corporate loan lifecycle from origination to servicing and collection.
Analysis on right >
Corporate Lending Systems analysis
Usability & User Experience
(9 Yes /9 Known /12 Possible features)
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1. Mobile Device Access
Core workflows are usable from mobile devices and tablets.
Mobile and tablet access supported for core workflows.
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2. Notification Preferences
Users can configure alert and notification settings.
Notification and alerting preferences are user-configurable.
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3. Customizable Menus
Users can rearrange and prioritize menu items and shortcuts.
No information available
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4. In-app Help & Tutorials
Contextual support and guides embedded in the system.
Contextual in-app help, FAQs, and tutorials provided.
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5. Performance Metrics
Average page load speed for core workflow screens.
No information available
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6. User Onboarding Wizards
Step-by-step helpers for new user setup.
Step-by-step onboarding wizards for new users and new client onboarding.
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7. Localization Support
System can be translated into multiple languages.
Multi-language and localization described for global clients.
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| ? |
8. Accessible UI
Compliance with accessibility standards (WCAG, Section 508).
No information available
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9. Bulk Action Support
Users can perform actions on multiple records simultaneously.
Bulk action support offered for operational efficiency.
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10. Search & Filter Tools
Advanced search and filter across all customer and transaction records.
Advanced search/filter tools available across all modules.
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11. Configurable Dashboards
Personalized landing pages and widgets.
Dashboards/configurable landing pages supported per user role.
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12. Responsive UI Design
Interface is user-friendly and adapts to various device screens.
Responsive UI design is referenced for desktop and tablet compatibility.
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Security & Access Control
(9 Yes /9 Known /12 Possible features)
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Integration & Interoperability
(11 Yes /11 Known /12 Possible features)
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Reporting & Analytics
(11 Yes /11 Known /12 Possible features)
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Customer & Relationship Management
(9 Yes /9 Known /12 Possible features)
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Pricing, Fees, and Product Configuration
(9 Yes /9 Known /12 Possible features)
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Collateral & Security Management
(8 Yes /8 Known /12 Possible features)
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Covenant & Compliance Monitoring
(10 Yes /10 Known /12 Possible features)
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Loan Administration & Servicing
(11 Yes /11 Known /12 Possible features)
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Credit Assessment & Risk Management
(10 Yes /10 Known /12 Possible features)
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Loan Origination
(11 Yes /11 Known /12 Possible features)
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Publicly available data, summarised using AI.
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