SS&C Technologies Holdings:
A Cloud-Based Software &Services Provider for the Financial Services Industry

Recently Released!!!
Date Published: January 19, 2016
Summary PPT Deck: 27 Slides

Reference PPT Deck: 444 Slides

SS&C Technologies was founded by Bill Stone in 1986 and is based in Windsor, CT. The firm has 4,674 employees, $768 million revenues, & $131 million net profits. It is led by its CEO Bill Stone and President Norman Boulanger. Its web sites can be found at &

SS&C Technologies' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Initial Public Offering Phase
  • Middle Phase
  • Advent Software Acquisition Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, revenues, adjusted revenues, operating income, adjusted operating income & net profits.
Its profile includes detailed outlines of its core businesses, including:
  • Financial Models Company
  • Investment Advisory Network (IAN)
  • Advent Software


And its profile concludes with the highlights of its organizational structure & ownership.

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.