SS&C Technologies Company and Product Information Page

SS&C Technologies, Inc.

80 Lamberton Road
Windsor, CT 06095
Contact Name/Title: Jennifer Gawitt, Marketing Assistant
Phone Number: 860-298-4500; 800-234-0556
Email Address: [email protected]
Web Address: www.ssctech.com

Company Background:

SS&C is a leading vendor of financial software, services, and expertise serving sophisticated investment managers worldwide. Our mission is to optimize our clients’ investment processes with "Straight-Thru Processing"… the total integration of front-end trading and modeling… straight through to portfolio management and reporting … to back-office processing, clearing, compliance, performance measurement, and accounting. SS&C’s highly experienced team includes more than 500 "Subject Matter Experts" in the fields of investment accounting, securities processing, and software technology. These professionals ensure our solutions provide real-world performance and maximum value to every user. Our products and services help our clients manage more than $3 trillion in assets.

Company Executive Team:

William C. Stone, President, Chief Executive Officer and Chairman of the Board
Anthony R. Guarascio, Senior Vice President, Chief Financial Officer
Jerry Shames, Vice President, International
Norm Boulanger, Senior Vice President,
Brett Price, Vice President Sales
Greg Reid, Vice President, Analytics

Company Financial Performance:

Revenue for year-end 2000: $60 million

Product Name & Description:

CAMRA 2000™ offers global investment professionals power and flexibility to manage the investment process with Straight-Through Processing (STP). CAMRA 2000’s single "book of record," accessible from front to back office, delivers detailed position information in real-time, and facilitates decision-making, trading, compliance monitoring, and portfolio management. Antares 2000™, SS&C’s trade order management and P&L reporting system, handles equities, fixed income, repurchase agreements, forward currency contracts, options, and futures, all in a multicurrency environment. TOTAL RETURN 2000™ supports firms with sophisticated global investment, trading and management concerns, and complex financial, tax, partnership, and allocation reporting. It delivers multicurrency investment management, financial, and partnership accounting in an STP environment. AdvisorWare® delivers contact management, research, portfolio management, trading, and operations, and portfolio, financial, and tax accounting.

Product Price Range:

Products range in price from $50,000 to several million. Average selling price for asset management products is $250,000.

Existing Clients:

• Allegro Capital Ltd. – Antares 2000
• American Honda Finance Corporation–CAMRA Debt & Derivatives 2000
• Brahman Capital – Antares 2000
• Columbus Circle Investors – CAMRA 2000
• Emirates Bank International – CAMRA 2000 "S"
• GE Investments – Antares 2000
• GMAC Commercial Mortgage Corporation – CAMRA 2000 and Antares 2000
• Hintz Holman Hecksher – AdvisorWare
• Kane Anderson – AdvisorWare
• Kisco Management – AdvisorWare
• MetLife International – CAMRA 2000
• Moore Capital Management – TOTAL RETURN and Antares 2000
• Navigator – TOTAL RETURN and Antares 2000
• Teleb@nc – CAMRA 2000
• Soros Fund Management – TOTAL RETURN
• SunAmerica, Inc. – CAMRA 2000
• W.R. Berkley Corp. – CAMRA 2000

Strategic Partners:
Bloomberg
Depository Trust Company
Interactive Data Corporation
Javelin Technologies
Microsoft Corporation
RAET-IT Services B.V.
Thomson ESG
Thomson’s Autex Group

Customer Support Provided:

SS&C provides all customers with telephone support hours from 8:30 am to 7:00 p.m. Monday through Thursday, and 8:30 am to 5:30 pm on Friday, with additional support hours available at critical reporting periods or upon clients’ request. Clients also receive regular maintenance updates to SS&C’s systems incorporating new functionality.

Upcoming Product Developments/Product Releases:

SS&C recently announced the release of CapitalSuite, an Internet Portal that consolidates a "suite" of information services, links to relevant market news and information, and web-enabled access to SS&C’s comprehensive portfolio of investment management software applications. CapitalSuite allows SS&C’s institutional investment management clients – and in turn their clients – to view, access, and report on a wide range of information relevant to portfolios resident in SS&C’s CAMRA™ 2000, Antares™ 2000 and other SS&C applications. Using this technology, you and your clients are able to use Microsoft Internet Explorer to access enhanced views, "slice and dice" capabilities, reports, and links to outside sources.

SS&C Technologies recently rolled out its XE development platform utilizing Microsoft’s Distributed Component Object Model (DCOM) development strategy and Microsoft Message Queue (MSMQ) messaging services to deliver XML messages across a wide area, virtual private network (VPN) on the Internet. The XML messages contain workflow instructions, as well as content and schema description.

Access to many of SS&C’s applications is now available via Personal Digital Assistants (PDA) such as the Palm VII. The company’s Antares 2000™ product is now accessible via a Web browser, essentially enabling SS&C clients to access the functionality resident in Antares 2000 from virtually anywhere. Incorporating user IDs and security features, this new functionality enables traders with the proper security clearance to remotely access their server for full Antares 2000 functionality. Furthermore, LMS 2000, SS&C’s loan management system, can receive data from PDAs in the field when conducting property appraisals.

SKYLINE MultiFamily property management software is being released in the first quarter of 2001. A robust system designed to help on-site property managers operate smoothly at high occupancy, SKYLINE II MultiFamily expands beyond the standard accounting features of GL/AP, AR and PO. This flexible system excels in both a centralized and decentralized accounting environment, providing the capability for you to share, in real-time, data with remote offices and on-site managers. Operations can be extended into the field by using wireless technology to feed data back into your SKYLINE system for such things as inspecting units.