Strategic Partnerships SS&C Primatics has active and expanding partnerships with major firms like M&G, presenting a pathway to cross-sell integrated risk and finance automation solutions to large asset managers and savings firms within their network.

Market Leader Recognition Recent Market Leader awards position SS&C Technologies as a trusted provider in enterprise automation for financial services, creating opening to accelerate conversations with risk, finance, and IT leaders seeking proven incumbents.

Cloud End-to-End The cloud-based, end-to-end loan portfolio solution from SS&C Primatics offers opportunities to upsell to institutions seeking modernization of data capture, reporting, and analytics with scalable, unified workflows.

Automation Stack Competitive landscape notes UiPath and broader automation players as peers; emphasize Primatics’ integrated automation capabilities to win deals where institutions are evaluating enterprise RPA, data orchestration, and analytics.

Financial Footing With mid-market to enterprise potential and a revenue range in the tens of millions, target financial institutions undergoing portfolio risk and accounting modernization, focusing on mid-to-large banks, asset managers, and fund administration firms that may migrate from legacy systems.