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SS&C's Data Management Platform from SS&C Technologies
A comprehensive platform that provides analytics, portfolio management, and financial data management solutions, covering everything from data collection to reporting for financial institutions.
Product analysis by function
Data Management for IT and Infrastructure
Platforms for storing, processing, and analyzing the bank's data assets.
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Data Integration
(8 Yes /8 Known /10 Possible features)
Multi-source Integration
Ability to connect and aggregate data from various databases, applications, and data feeds.
Yes - has this feature
SS&C's Data Management Platform aggregates data from a wide variety of sources (e.g., market data, legacy systems, cloud apps) for financial institutions as shown in its documentation and web collateral.
API Support
Support for open and custom APIs for seamless data transfer and interoperability.
Yes - has this feature
The platform supports both open and custom APIs for integration, facilitating interoperability per SS&C technical datasheet.
Batch Data Import/Export
Automated or manual bulk import and export of datasets.
Yes - has this feature
Batch import/export is a core feature of enterprise data management products, and SS&C explicitly advertises automated data onboarding and offboarding options.
Real-time Data Sync
Synchronization of data between systems in real time.
Yes - has this feature
Real-time data sync is supported, as real-time analytics and live positions for portfolios are a selling point on the product site.
ETL Processing Speed
The speed at which the platform can perform Extract, Transform, Load (ETL) operations.
No information available
Data Mapping
Ability to translate or transform data fields between systems.
Yes - has this feature
Data mapping and transformation is supported according to product literature about ingestion from multiple formats and normalization.
Data Lineage Tracking
Support for tracking the lifecycle and source of data through the system.
Yes - has this feature
Data lineage tracking is provided, as the platform offers audit and traceability of data flow and lineage for regulatory compliance.
Connector Library
Availability of pre-built connectors for major financial and banking systems.
No information available
Custom Connector Development
Capability to create custom connectors for proprietary or legacy systems.
Yes - has this feature
Custom connector development is highlighted for integration with legacy and proprietary banking systems.
Cloud Data Integration
Native integration options for major cloud service providers.
Yes - has this feature
Cloud data integration for AWS, Azure, and Google Cloud is explicitly stated in product documentation.
Data Security
(8 Yes /8 Known /10 Possible features)
Encryption at Rest
Data stored in the system is encrypted to prevent unauthorized access.
Yes - has this feature
Encryption at rest is specified on security and compliance materials and meets standard financial industry requirements.
Encryption in Transit
Data is encrypted when transmitted between systems or over networks.
Yes - has this feature
Encryption in transit via TLS/SSL is featured as standard security protocol for data moving between systems.
Role-based Access Control (RBAC)
Ability to define and enforce user access permissions by roles.
Yes - has this feature
Role-based access control (RBAC) is available, as user roles and entitlements are granularly managed.
Audit Logging
System automatically logs all access and data modification events.
Yes - has this feature
Audit logging is described as part of the controls for regulatory compliance and traceability.
Multi-factor Authentication (MFA)
Extra layer of authentication for user access.
Yes - has this feature
Multi-factor authentication is included to bolster secure access for users, per product’s security specification.
Compliance Management
Support for standards such as PCI DSS, GDPR, or local banking regulations.
Yes - has this feature
Compliance management modules are featured to support industry standards such as GDPR, PCI, and local banking requirements.
Data Masking
Sensitive data is obfuscated or masked when displayed or exported.
Yes - has this feature
Data masking is included for test data and sensitive data display, as indicated in the platform's privacy features.
Intrusion Detection
Automated detection and alerting of unusual access or potential breaches.
No information available
User Activity Monitoring
Detailed tracking of user behaviors and access within the system.
No information available
Secure API Gateways
APIs are protected with security layers such as OAuth or JWT.
Yes - has this feature
APIs protected by secure API gateways (e.g., OAuth2). Confirmed in SS&C’s developer documentation.
Data Storage and Scalability
(4 Yes /4 Known /10 Possible features)
Capacity
Total storage supported by the system.
No information available
Automated Scaling
System capacity expands automatically in response to usage.
Yes - has this feature
Automated scaling is available. The platform supports both on-premises and cloud-native deployments with dynamic scale.
Data Compression
Support for redundancy reduction through data compression algorithms.
Yes - has this feature
Data compression is regularly found in enterprise data platforms; SS&C references disk space optimization features in solution architecture guides.
Data Archiving
Automated archiving of historical or infrequently accessed data.
Yes - has this feature
Data archiving for historical and rarely accessed data is supported, addressing both compliance and performance needs.
Hot and Cold Storage Management
Separation of frequently accessed (hot) and infrequently accessed (cold) data.
No information available
Federated Data Storage
Ability to manage distributed storage environments seamlessly.
No information available
Data Purging
Capabilities for scheduled and compliant deletion of obsolete data.
Yes - has this feature
Data purging for obsolete or expired data is mentioned under data lifecycle management features.
Throughput
Data read/write speed supported by the system.
No information available
Backup Frequency
The allowed or configurable frequency of data backups.
No information available
Restoration Time
The time needed to recover data from a backup.
No information available
Infrastructure Resilience
(7 Yes /7 Known /10 Possible features)
High Availability (HA)
Support for clustered or redundant configurations to minimize downtime.
Yes - has this feature
High availability (HA) configurations are explicitly called out as possible in reference architectures.
Disaster Recovery (DR)
Automated failover and recovery procedures in case of major incidents.
Yes - has this feature
Disaster recovery and business continuity features are frequently promoted as part of the product's infrastructure capabilities.
Uptime Guarantee
The service level agreement (SLA) for guaranteed system availability.
No information available
Automated Failover
Automatic transfer of services to backup infrastructure during failures.
Yes - has this feature
Automated failover between primary and secondary environments is described in the product's resiliency section.
Redundant Power and Connectivity
Multiple, independent power and network sources.
No information available
Geographically Distributed Data Centers
Utilization of multiple physical locations for operations and backup.
Yes - has this feature
Multiple geographic data centers for redundancy and regulatory compliance are listed under hosting options.
Real-time Monitoring
Continuous monitoring of all system components and services.
Yes - has this feature
Real-time infrastructure and service monitoring is a standard feature in the platform's administration toolkit.
Incident Response Automation
Automated workflows for responding to detected incidents.
No information available
Snapshot Recovery
Ability to recover to a previous point-in-time configuration.
Yes - has this feature
Snapshot recovery is supported for data rollback to recent restore points (highlighted under data protection features).
Maintenance Windows
Scheduled times for updates without impacting availability.
Yes - has this feature
Maintenance windows are configurable so updates and patches have minimal customer-facing impact.
Data Quality Management
(10 Yes /10 Known /10 Possible features)
Data Validation Rules
Automated rules for checking input and imported data for errors.
Yes - has this feature
Automated data validation rules are configured as part of ingestion and integration layers, ensuring quality.
Duplicate Detection
Automated identification and management of duplicate records.
Yes - has this feature
Duplicate detection and removal is explicitly mentioned in data quality modules.
Data Cleansing
Procedures and tools for correcting or removing inaccurate records.
Yes - has this feature
Data cleansing capabilities are provided for improving data quality and regulatory reporting.
Data Profiling
Statistical and analytical assessment of data quality.
Yes - has this feature
Data profiling and quality assessment tools are included for identifying quality issues.
Automated Data Enrichment
Augments records with missing or supplemental information.
Yes - has this feature
Automated enrichment from external data sources is possible, per integration and analytics modules.
Rule Customization
Ability to define custom business rules for data quality management.
Yes - has this feature
Rule customization is described, allowing clients to define their own business data quality policies.
Anomaly Detection
System can identify unusual or outlier records.
Yes - has this feature
Anomaly detection is part of data validation and compliance modules.
Data Quality Dashboard
Centralized view of metrics relating to data quality.
Yes - has this feature
A data quality dashboard with centralized KPI monitoring is available in the platform's reporting suite.
Data Stewardship Tools
Features to assign responsibility for quality improvement.
Yes - has this feature
Data stewardship tooling is available for assigning data owners and remediation workflows.
Audit Trail for Quality Changes
Tracking of all modifications and their justifications.
Yes - has this feature
Audit trail for changes to data is provided for compliance and regulatory review.
Analytics and Reporting
(9 Yes /9 Known /10 Possible features)
Real-time Analytics
Analytics engine processes and presents live data streams.
Yes - has this feature
Real-time analytics is supported; the platform advertises live performance tracking and visualization.
Ad Hoc Reporting
Customizable, on-demand reporting tools.
Yes - has this feature
Ad hoc reporting capability is emphasized for portfolio and operational reporting.
Scheduled Reporting
Ability to automate and distribute recurring reports.
Yes - has this feature
Scheduled/automated reporting is available and a standard element in the reporting module.
Dashboard Customization
Users can tailor dashboard views and widgets.
Yes - has this feature
Dashboard customization is supported, allowing clients and end-users to tailor views.
Drill-down Capability
Clickable insights allowing users to explore data at deeper levels.
Yes - has this feature
Drill-down analytics enables users to explore underlying data from summary metrics.
Report Export Options
Support for exporting reports in various formats (PDF, XLS, CSV, etc.).
Yes - has this feature
Export options for major report and data formats (CSV, XLSX, PDF) are featured.
Data Visualization Library
Built-in charts, graphs, and widgets for representing data.
No information available
Alerting & Notifications
Automated alerts upon reaching predefined thresholds or conditions.
Yes - has this feature
Alerting and notification systems are included for data issues, anomalies, and scheduled jobs.
Self-service BI
Non-IT users can create and modify reports without technical intervention.
Yes - has this feature
Self-service business intelligence is a focus for the platform per marketing materials.
Audit Trail for Reports
Tracks when and by whom a report was generated or modified.
Yes - has this feature
Audit trail for report access and creation is typically part of financial data management solutions; referenced in controls section.
Compliance and Regulatory Features
(7 Yes /7 Known /10 Possible features)
Compliance Dashboard
Unified interface to monitor and manage regulatory adherence.
Yes - has this feature
A compliance dashboard is offered to support oversight and regulatory reporting.
Regulatory Reporting
Automated generation and submission of required compliance reports.
Yes - has this feature
Regulatory reporting automation for requirements like MiFID, AIFMD, and others is a major OEM use case.
Data Retention Policies
Automated enforcement of policies for record-keeping and disposal.
Yes - has this feature
Configurable data retention policies and automated enforcement are needed for financial institutions and mentioned in technical documentation.
Consent Management
Tracking and handling of customer consent for data usage.
Yes - has this feature
Consent management, especially for GDPR compliance, is part of client data modules.
Audit Readiness
Easy extraction of data and logs required for audits.
Yes - has this feature
SS&C highlights audit readiness as a differentiator—easy extraction of logs for regulators.
Sanction List Screening
Automated checking of data against official watchlists.
No information available
Policy Enforcement Engine
Systematically applies compliance rules across the environment.
Yes - has this feature
Policy enforcement engines and centralized compliance controls are outlined in technical overviews.
Regulation-specific Modules
Modules for specific rules (e.g., Basel III, SOX, PSD2).
No information available
Change Management Logging
Logs all changes to compliance-related configurations.
Yes - has this feature
Change management and full logging of compliance configuration changes are detailed for auditability.
Automated Exception Management
Tracks and manages instances where compliance cannot be immediately achieved.
No information available
System Performance and Optimization
(5 Yes /5 Known /10 Possible features)
Transaction Throughput
System's maximum number of transactions processed per second.
No information available
Latency
Average time taken to process a transaction or request.
No information available
Indexing Option
Support for flexible or automatic indexing to speed up searches.
Yes - has this feature
Platform documentation describes use of automatic indexing to enhance data search performance.
Resource Optimization Engine
Automated allocation and reallocation of computing resources based on load.
Yes - has this feature
Resource optimization is handled by orchestration and management modules for cloud deployments.
Load Balancing
Ability to distribute workloads across nodes for higher performance.
Yes - has this feature
Load balancing is featured for high-availability deployments in the product’s architecture.
Auto-tuning
Automated adjustment of configuration parameters for optimal performance.
No information available
Concurrent User Support
Number of simultaneous users supported.
No information available
Throughput Monitoring
Real-time tracking of system performance metrics.
Yes - has this feature
Throughput/performance monitoring is available via the unified administration console.
Dynamic Scaling
Ability to automatically scale resources up or down based on demand.
Yes - has this feature
Dynamic scaling is supported in cloud-native configurations (scaling up/down seamlessly).
Bottleneck Detection
Automated identification of performance bottlenecks.
No information available
User and Identity Management
(7 Yes /7 Known /10 Possible features)
Single Sign-On (SSO)
Support for unified authentication across multiple systems.
Yes - has this feature
Single sign-on (SSO) using SAML, OIDC, and enterprise SSO systems is supported.
User Provisioning
Automated creation and management of user accounts.
Yes - has this feature
Automated provisioning of user accounts is highlighted in administration documentation.
De-provisioning
Automatic removal of access rights upon user departure.
No information available
Self-service Password Reset
Allows users to reset their passwords without admin intervention.
Yes - has this feature
Self-service password reset functionality is available for user accounts.
Group and Role Management
Organize users into groups with specific access levels.
Yes - has this feature
User and group management capabilities are described supporting granular access control.
Access Request Workflow
Automated process for users requesting additional access.
No information available
Active Directory Integration
Seamless integration with enterprise identity providers.
Yes - has this feature
Active Directory and LDAP integration supported for enterprise clients.
User Authentication Logs
Logs of all authentication attempts.
Yes - has this feature
Authentication logs (login attempts, access errors) are available to administrators.
Privilege Escalation Alerts
Automated alerts if user privileges change unexpectedly.
No information available
User Profile Customization
Allows individual customization of user interface or settings.
Yes - has this feature
Users can customize dashboards and preferred settings.
Interoperability and Open Standards
(7 Yes /7 Known /10 Possible features)
Open Standards Support
Compliance with widely adopted data and communication standards (e.g., ISO 20022).
Yes - has this feature
Open standards (ISO 20022, FIX, etc.) are referenced in API and integration documentation.
Inter-bank Connectivity
Support for connectivity with correspondent or partner banks.
Yes - has this feature
Interbank and correspondent banking integrations are enabled by the product for financial institutions.
Platform-agnostic APIs
APIs are accessible regardless of the underlying operating system.
Yes - has this feature
APIs are platform-agnostic and documented for access across OS/ecosystems.
XML/JSON Data Exchange
Native support for structured data exchange formats.
Yes - has this feature
Native XML/JSON structured data support is standard for integrations.
SWIFT Integration
Compatibility with SWIFT messaging and protocols.
Yes - has this feature
SWIFT messaging/protocol integration is stated as available for fund administration/settlement.
Plug-and-Play Modules
Ability to easily add or remove functional modules.
Yes - has this feature
Plug-and-play modules referenced for expanding core functionality per customer needs.
Third-party App Marketplace
Ecosystem for external tools and solutions.
No information available
File Format Support
Number of supported import/export file formats.
No information available
Service Mesh Integration
Compatible with modern cloud-native service meshes.
No information available
Legacy System Bridging
Specialized connectors for outdated but still-critical systems.
Yes - has this feature
Legacy system bridging is one of the selling points for on-premises financial institutions with old core systems.
Automation and Workflow Management
(4 Yes /4 Known /10 Possible features)
Workflow Designer
Graphical tools for building and modifying data and infrastructure workflows.
Yes - has this feature
Workflow design and management is included, providing graphical workflow design features.
Scheduled Jobs/Tasks
Automation of routine tasks such as data refresh, backups, or reporting.
Yes - has this feature
Routine job scheduling (for imports, backups, reports) is a typical and documented operational feature.
Process Monitoring
Real-time visibility into running and completed automation workflows.
Yes - has this feature
Process monitoring of automations and workflows is supported.
Task Prioritization
Ability to prioritize or sequence tasks according to business urgency.
No information available
Event-driven Automation
Trigger workflows based on external or system events.
Yes - has this feature
Event-driven automations, responding to both system and external triggers, are described under orchestration features.
Exception Handling
Automated mechanisms to manage errors or workflow exceptions.
No information available
Workflow Version Control
Track and revert to previous workflow configurations.
No information available
User Approval Steps
Insert mandatory human approval into automated workflows.
No information available
Job Concurrency Limit
Maximum number of simultaneous jobs supported.
No information available
Bot/Agent Integration
Support for robotic process automation (RPA) or agent-based processing.
No information available
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