SS&C Technologies competitors, on the record

Who SS&C Technologies names

In its own words

1. Addepar, Charles Schwab, Envestnet, Fidelity, Orion, Raymond James

   Word for word“Our competitors include Envestnet, Orion, Addepar, SEI’s wealth management platform and custodians such as Charles Schwab, Fidelity and Raymond James.” 10-K for 2025

2. Allvue Systems, eFront, a Blackrock Company

   Word for word“In the field of hedge fund and private market investor portal technology , we compete with point solutions providers, as well as full-suite providers of alternative investments software solutions, such as eFront, a Blackrock Company, and Allvue Systems.” 10-K for 2025

3. Appian, Lyzr, Microsoft, n8n, Pega, UiPath

   Word for word“SS&C competes with a range of technology providers including companies such as Microsoft, Pega, UiPath, Appian, and emerging agentic AI providers such as n8n and Lyzr.” 10-K for 2025

4. Bloomberg, Flextrade

   Word for word“Competitors in this market range from small providers that specialize in trading capabilities (such as Flextrade) to larger providers that offer trading as part of a broader portfolio of capabilities (Bloomberg and State Street).” 10-K for 2025

5. BNY Mellon, CITCO Group, Northern Trust, State Street

   Word for word“Major competitors in this market include large custodian banks, such as State Street, BNY Mellon, Northern Trust and CITCO Group.” 10-K for 2025

6. Box, Dropbox, IHS Markit

   Word for word“For capital markets and secure collaboration use cases, we face competition from software solutions vendors such as IHS Markit and FIS and indirect competition from general-purpose file-sharing solutions such as Box and Dropbox.” 10-K for 2025

7. Clearwater Analytics, FIS

   Word for word“Competitors in this market range from large providers of investment operations, accounting and analytics systems, such as State Street (Princeton Financial Systems), Clearwater Analytics and FIS, to smaller providers of specialized applications and services.” 10-K for 2025

8. Datasite, Donnelly Financial Solutions

   Word for word“For mergers and acquisitions use cases, our principal direct competitors include global services and technology vendors such as Datasite and Donnelly Financial Solutions.” 10-K for 2025

9. Empower, SimCorp

   Word for word“Competitors in this market range from larger providers of integrated portfolio management systems and outsourcing services, such as BNY Mellon Financial and State Street, to smaller providers of specialized applications and technologies, such as SimCorp and Empower.” 10-K for 2025

10. Infosys, TCS, Wipro

    Word for word“We also compete with outsource providers like Infosys, TCS and Wipro.” 10-K for 2025

11. McCracken Financial Solutions Corporation, PNC Financial Services (Midland Loan Services)

    Word for word“Competitors in this market range from large competitors whose principal businesses are not in the loan management business, such as PNC Financial Services (Midland Loan Services) and McCracken Financial Solutions Corporation, to smaller providers of specialized applications and technologies.” 10-K for 2025

12. Misys

    Word for word“In our banking market, there are multiple software and services vendors that are either smaller providers of specialized applications and technologies or larger providers of enterprise systems, such as FIS and Misys.” 10-K for 2025

13. Vanguard

    Word for word“Competitors in this market range from large firms whose principal businesses include providing recordkeeping services, such as Empower, Fidelity and Vanguard, to providers of specialized applications and technologies, such as FIS.” 10-K for 2025

Who names SS&C Technologies

Companies whose own annual reports name SS&C Technologies as a competitor.

1. SEI Investments · 2025

   Word for word“They include SS&C Technologies, State Street, BNY Mellon, Northern Trust, and Citco.” 10-K for 2025

Read from SS&C Technologies’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-26. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.