Case Study: Texas-Based Investment Management Services Provider achieves streamlined, scalable operations and enhanced security with SS&C Technologies' Aloha

Texas-based investment management firm serving institutional and retail clients

Texas-Based Investment Management Services Provider, a Texas-based investment manager with about $68.5bn AUM, needed to strengthen its operational environment, support bonds tied to LIBOR-replacement indices (such as SOFR), reduce complexity and IT footprint, and lower operational costs. Facing pressure on fees and rising operational expense, the firm selected SS&C Technologies’ Aloha platform (SS&C Aloha) to meet these near-term needs and future-proof operations.

SS&C Technologies implemented Aloha—including Aloha Compliance, Aloha IBOR and Aloha Performance—hosted in the SS&C Private Cloud, delivering a unified real-time data layer, automated SOFR-linked bond processing, and interoperable workflows. The deployment consolidated end-to-end functionality, reduced strain on IT, improved efficiency and security, simplified operations, and increased scalability and resiliency, helping the firm lower operational costs and better support its ~$68.5bn in assets.