Product Brief

Innovest Managed Services

Insourcing. Outsourcing. Right-sizing. Third Party Administration. Hybrid Solutions.

There is no single correct solution. The requirements, the expertise, experience, and even the scale of an operation vary widely by institution. We recognized this long ago and set out to create a solution.

Meet Managed Services, SS&C Innovest’s customizable solution to maximize your team’s efficiency, capitalize on your strengths, and focus on your customer. Where can we help? Let us design a program to do all the heavy lifting. Or handle many of the tedious, time-consuming tasks that must be done but take resources away from the customer’s experience. We offer, in a size and style designed just for you:

• Managed Services for Trust & Wealth Accounting
• Managed Services for Retirement Plans
• Management Services for Minerals, Oil, & Gas
• Operations Services for Minerals, Oil, & Gas
• Management Services for Real Estate and other Unique Assets
• Operations Services for Real Estate and other Unique Assets

Now that you know what we do, what can we do for you?