Baldwin Brothers, a US-based financial advisory firm with $1bn in AuM, has selected SS&C’s wealth management platform to support its growing business.
SS&C said that its Global Wealth Platform (GWP), including its advanced performance measurement and composite reporting, will combine the complete client management and portfolio management value chain.
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The scope for selected platform also includes business requirements such as client statements and web-based portal, portfolio modelling, rebalancing, performance attribution, and risk management.
Taylor Baldwin, director of operations at Baldwin Brothers, said: "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.
"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," he added.
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