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SS&C Aim
from SS&C Technologies
SS&C Aim is a comprehensive wealth management platform offering real-time access to a client's portfolio, investment performance analysis, and integrated reporting tools tailored for high-net-worth clients.
Category:
High-Net-Worth Client Portals
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
Analysis on right >
High-Net-Worth Client Portals analysis
Integration & Ecosystem
(11 Yes /11 Known /12 Possible features)
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1. Digital asset integration
Connection with cryptocurrency and other digital asset platforms
SS&C Aim offers digital asset integration capabilities to connect with cryptocurrency and other digital asset platforms.
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2. Open banking compliance
Adherence to open banking standards for data sharing
The platform adheres to open banking standards for secure data sharing with financial institutions.
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3. Third-party document integration
Ability to import documents from external sources
SS&C Aim includes the ability to import documents from external sources for a comprehensive document repository.
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4. Data export flexibility
Ability to export data in multiple formats for use in other systems
The platform provides flexible data export options in multiple formats for use in other systems.
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5. Real estate platform integration
Connection with real estate management or valuation systems
SS&C Aim offers integration with real estate management systems for high-net-worth clients with significant real estate holdings.
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6. Accounting software integration
Connection with accounting platforms for tax and financial planning
The platform includes accounting software integration capabilities for tax and financial planning.
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7. Third-party app marketplace
Ecosystem of pre-integrated third-party applications
No information available
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8. API availability
Public APIs for custom integrations with other systems
Product documentation references APIs for custom integrations, confirming public API availability.
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9. Market data feeds
Integration of real-time or near-real-time market information
SS&C Aim integrates market data feeds for real-time or near-real-time market information.
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10. Estate planning software integration
Connection with specialized estate planning tools
The platform includes estate planning software integration with specialized estate planning tools.
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11. Tax software integration
Connection with tax preparation and planning tools
SS&C Aim offers tax software integration with tax preparation and planning tools.
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12. External account aggregation
Ability to pull in data from accounts at other institutions
External account aggregation is highlighted as part of the platform's integration features.
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Advisor & Team Collaboration
(12 Yes /12 Known /12 Possible features)
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Mobile & Cross-Platform Accessibility
(7 Yes /7 Known /11 Possible features)
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Document Management
(9 Yes /9 Known /12 Possible features)
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Banking & Transaction Features
(10 Yes /10 Known /12 Possible features)
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Customization & Personalization
(9 Yes /9 Known /11 Possible features)
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Communication & Collaboration
(8 Yes /8 Known /11 Possible features)
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Wealth Planning Tools
(11 Yes /11 Known /12 Possible features)
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Portfolio Management & Analytics
(11 Yes /11 Known /13 Possible features)
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Security & Privacy
(8 Yes /8 Known /12 Possible features)
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Publicly available data, summarised using AI.
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