US financial advisory firm Baldwin Brothers has chosen SS&C Technologies Holdings to provide its Global Wealth Platform (GWP) with the aim of supporting growth in the business.
The platform includes performance measurement and composite reporting and will integrate the client and composite reporting chains.
Baldwin brothers currently has $1 billion in assets under management. Director of operations Taylor Baldwin, said: "We selected SS&C after an in-depth review of wealth management solution suppliers. The combination of SS&C's top class client base, modern cloud-based platform, the scope of its platform components and professional services approach has convinced us of its ability to become our business partner for the future."
He added: “Now that our entire wealth management operations will be managed from a single integrated platform, we can retire our disparate systems, enabling superior customer relationship servicing and positioning us for future growth.”
Ball Stone, chairman and COO of SS&C technologies, said: "We are delighted to have been selected by Baldwin Brothers, one of the leading independent financial advisory players.”
“We are equally pleased with the momentum that GWP is building around the globe as we add another customer to our blue-chip customer list.”
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