Boston Trust & Investment Management Signs Strategic Agreement with SS&C

Jul 28 2016 | 10:41am ET

Boston Trust & Investment Management Company has selected SS&C Technologies Holdings Inc.’s Advent Outsourcing Services for the firm’s enhanced hosting and data management needs.

As part of the agreement, SS&C will provide portfolio accounting and reporting, trade order management, compliance and revenue, according to the company.

“We’re proud to be chosen by Boston Trust after their thorough review process, which illustrates their belief in our ability to provide best in class service,” Robert Roley, ‎SVP and GM of SS&C Advent, said in a statement.

Boston Trust is an employee-owned, state chartered trust company that provides investment management and fiduciary services to individuals and institutions. Boston Trust specializes in actively managed, high quality equity and multi-asset strategies and manages approximately $7 billion in client assets.

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut with has offices around the world, and has clients that manage an aggregate of over $44 trillion in assets.


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