Case Study: Trustees Executors launches customer-first, data-driven managed-money platform with SS&C Technologies' Aloha

Trustees Executors chooses SS&C Aloha to launch new business

Trustees Executors, a New Zealand financial services and trust firm with ~NZ$220bn AUM, needed a modern, scalable backbone to launch a customer-first managed-money account (Flint Wealth). The firm faced challenges around data management and delivery, connectivity with external providers, a great user experience, comprehensive front-to-back functionality including local tax (PIE) support, and the ability to scale — requirements it sought to meet through a SaaS solution from SS&C Technologies (Aloha).

SS&C Technologies implemented its Aloha platform — using unified data stores, real-time APIs, cloud-native microservices and modules for Front Office, IBOR, Reconciliation and Client Billing — integrated with TE’s enterprise bus to deliver consolidated, real-time views and persona-based interfaces. The result: Flint clients can hold over 100 funds in a single online portfolio with synchronized, data-rich reporting, seamless third-party connectivity, NZ PIE tax support and elastic, on-demand scalability, driven by SS&C Technologies’ ongoing cloud updates and API architecture.

Trustees Executors