Case Study: Leading Independent Broker-Dealer/Advisory Firm achieves an advisor-ready digital Retirement Center delivering aggregated plan data and actionable participant insights with SS&C Technologies

DST Responds to Advisor "Wish List" with a New Digital Platform

Leading Independent Broker-Dealer/Advisory Firm needed a comprehensive, flexible digital solution to give advisors accurate, aggregated plan and participant data, turn that data into actionable insights, and present those insights in an easy-to-use format. They engaged SS&C Technologies to develop a branded online Retirement Center digital platform to meet those requirements.

SS&C Technologies built a custom Retirement Center that provided a dashboard for plan and participant-level data, disclosure and data-aggregation tools, participant data mining, investment analytics and fee benchmarking, a knowledge bank of resources, and support for fiduciary feebased solutions. The solution integrated with over 50 participating industry record keepers, automated daily data transfers, and included a dedicated Retirement Center team—delivering the deep data and intuitive design the client wanted and ultimately exceeding the firm’s expectations.