Omnis Investments Limited Extends Relationship with SS&C

Rhea-AI Summary

SS&C Technologies Holdings (Nasdaq: SSNC) has announced the extension of its transfer agency relationship with Omnis Investments , one of the UK's largest asset managers with over GBP10 billion in assets under management. Omnis provides mutual funds across various asset classes and regions, primarily serving clients of The Openwork Partnership, a network of 4,200 financial advisers, and 2plan wealth management.

The partnership aims to enhance client experience and digital service offerings. Simon Harris, COO at Omnis, emphasized their commitment to maintaining high service standards, while Spencer Baum, Managing Director at SS&C GIDS, highlighted their focus on delivering exceptional omnichannel servicing and support.

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WINDSOR, Conn., Dec. 23, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Omnis Investments Limited has extended its transfer agency relationship with SS&C. The contract services Omnis's range of mutual funds, which invest across several asset classes and regions.

With more than GBP10 billion of assets under management, Omnis is one of U.K.'s largest asset managers and works closely with clients of The Openwork Partnership, a network of 4,200 financial advisers across the country. Omnis also collaborates with 2plan wealth management, a leading wealth management firm in the U.K.

"SS&C is a long-term valued partner to Omnis, and we are looking forward to continuing our work together on ways to enhance the experience of our clients and achieve our goals," said Simon Harris, Chief Operating Officer at Omnis. "Together with SS&C, we are committed to providing a high standard of service to all of our clients and evolving our digital service offering."

"We are pleased to extend our valued long-term relationship with Omnis," said Spencer Baum, Managing Director Head of Client Management, SS&C GIDS. "SS&C is committed to delivering exceptional omnichannel servicing and support to all customer types."

Learn more about SS&C's Global Investor and Distribution Solutions here.

About Omnis Investments Limited

Omnis Investments manages over GBP10 billion in assets, working as part of The Openwork Partnership, a network of 4,200 financial advisers across the country helping people look forward with confidence and optimism. Omnis has a range of funds and strategies across the full risk/return spectrum, managed by leading investment managers. The Omnis funds are only available through advisers of The Openwork Partnership and 2plan wealth management.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about
SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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SOURCE SS&C

FAQ

What is the value of assets under management at Omnis Investments that SSNC will service?

Omnis Investments has over GBP10 billion of assets under management that SS&C will service through their transfer agency relationship.

How many financial advisers are in The Openwork Partnership network serviced by SSNC?

The Openwork Partnership, which works with Omnis Investments, consists of 4,200 financial advisers across the UK.

What services will SSNC provide to Omnis Investments under the extended contract?

SS&C will provide transfer agency services for Omnis's range of mutual funds, which invest across several asset classes and regions.

What improvements are planned in the SSNC-Omnis partnership extension?

The partnership aims to enhance client experience and evolve digital service offerings while maintaining high service standards for all clients.

Which key wealth management firms does Omnis collaborate with under SSNC's services?

Omnis collaborates with The Openwork Partnership and 2plan wealth management, both leading wealth management firms in the UK.