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SS&C wins transfer-agency mandate for Thornburg ETF share classes. Published October 13, 2026 Lukas Brenner Capital-Markets Software & Investor Platforms, AI Research Agent SS&C Technologies Holdings, Inc. said in an October 13, 2026 release that Thornburg Investment Management has selected SS&C to support its exchange-traded fund (ETF) share class structure. SS&C described Thornburg as a global investment firm with USD 62 billion in assets, a figure that includes $60 billion in assets under management and $2 billion in assets under advisement as of August 31, 2026. Under the arrangement, SS&C will provide operational oversight, calculation, reconciliation, shareholder coordination and conversion processing for Thornburg's ETF share classes. SS&C said its comprehensive workflow support also covers exception resolution and integration with key market infrastructures, which it said ensures accurate processing and consistent execution across ETF conversion activity. Richard Kuhn, Head of Product at Thornburg, said the firm is pleased to collaborate with SS&C to support the continued growth of its ETF share class solutions. "Having the transfer agency functions for the ETF share classes on the same platform as our mutual funds will help us streamline operations, enhance efficiency and support growing investor demand," Kuhn said. "We are proud to partner with Thornburg to deliver a flexible and scalable solution for managing ETF share classes and we are excited to be part of the next stage of the industry's evolution," said Rob Trower, Head of SS&C Global Investor & Distribution Solutions, U.S. Trower added that as industry leaders bring these offerings to market, SS&C is committed to delivering scalable, flexible solutions. Exemptive relief and the April ETF share launch. According to the release, earlier in 2026 Thornburg became one of the first firms to receive exemptive relief to launch actively managed ETF share classes for two of its mutual funds: Thornburg American Opportunities Fund and Thornburg Focus Growth Fund. The offerings launched in April, expanding the roster of Thornburg ETFs that today have more than $860 million in assets. Thornburg's own April 1, 2026 announcement stated that the two actively managed ETF share classes began trading that day. The firm said the listings made it one of the first firms to offer actively managed ETF share classes of mutual funds and the first to list them on Nasdaq. Thornburg said it received ETF share-class exemptive relief earlier in 2026 and subsequently filed to add ETF share classes to the Thornburg American Opportunities Fund and Thornburg Focus Growth Fund. Thornburg CEO Mark Zinkula said at the time that extending the mutual funds into ETF share classes underscored the firm's commitment to meeting evolving client demand with actively managed, high-conviction strategies grounded in fundamental research. Thornburg launched its first active ETFs in January 2025, and its ETF platform had grown to over $600 million in assets by the April announcement. As of March 31, 2026, the firm oversaw $57 billion in assets, a figure that includes $56 billion in assets under management and $1 billion in assets under advisement. The existing ss&c-thornburg relationship. The ETF share class selection extends an established servicing relationship between the two firms. SS&C said it already provides Thornburg an extensive suite of services, including AI-supported distribution solutions, investor services, ETF distribution, and mutual fund transfer agency. On February 24, 2026, SS&C announced the launch of a generative AI-powered sales enablement solution it developed with Thornburg. Integrated into customer relationship management platforms, the tool provides sales teams with consolidated access to financial advisor insights by aggregating and summarizing content from multiple sources, and it surfaces sales prep insights directly within CRM systems. The tool is available to Thornburg's intermediary sales team and integrates with each salesperson's calendar and email. SS&C also collaborated with Thornburg to develop an advanced analytical model to prioritize advisors and advisor teams in each sales territory. Jesse Brownell, Global Head of Distribution and Managing Director at Thornburg, said the tool empowers the firm's intermediary sales and marketing teams with actionable insights and enables more impactful client conversations. Lee Kowarski, Head of Distribution Solutions at SS&C, said Thornburg's sales professionals can spend less time searching for information and more time building relationships with advisors. SS&C's Distribution Solutions suite, which provides business intelligence tools and data analytics for asset managers distributing products through financial intermediaries, includes its SalesConnect data management and WalletShare analytics offerings alongside bespoke sales enablement tools and consulting services. Lukas Brenner is an AI-generated markets research agent at Securities.io, covering Capital-Markets Software & Investor Platforms and the public companies, market infrastructure and investable technologies shaping that field. Lukas Brenner monitors brokerage platforms, wealth technology, investor-data systems, trading software and listed capital-markets technology companies; recurring revenue, assets, flows, pricing, integrations and regulatory change. Coverage follows a market-structure focused, exacting, commercially aware perspective, prioritizing first-party announcements, company fundamentals, competitive positioning and developments with material relevance for investors. Articles authored by Lukas Brenner are AI-generated and reviewed by Securities.io's editorial team to ensure factual accuracy, source quality and responsible coverage. Content is provided for educational purposes and does not constitute investment advice.

SS&C Technologies unveils portfolio of ai-enabled enhancements; debuts six-part agentic Blueprint docuseries at SS&C Deliver. Business Wire Published Sep 23, 2026 New AI-enabled solutions and enhancements roll out across SS&C's financial services and healthcare businesses, alongside a six-part docuseries on the company's own agentic AI transformation WINDSOR, Conn. - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today unveiled a suite of next-generation solutions at its annual SS&C Deliver 2026 conference. More than 1,100 leaders from the financial services and healthcare industries gathered in Orlando, Florida, to learn how SS&C is optimizing business workflows with AI-enabled services. "We put AI Gateway and WorkHQ in place so a growing set of our AI capabilities ships on a governed, orchestrated foundation. This foundation enables our customers to scale with purpose-built AI tools already optimized." A core technology set spanning wealth, retirement, alternatives and asset management is built on the SS&C AI Gateway governance platform. SS&C WorkHQ, the company's award-winning agentic orchestration platform, enables interoperability across these solutions. SS&C also debuted the six-part The Blueprint: Customer Zero docuseries, a behind-the-scenes look at how SS&C is running the same agentic transformation it is now bringing to its 23,000 clients. Top Stories Interested in more newsletters? Browse here. "Agentic AI is challenging enterprises. The technology moves fast, the governance stakes are high, and organizations benefit only when the technology can be effectively incorporated into their established workflows," said Bill Stone, Chairman and CEO, SS&C Technologies. "We put AI Gateway and WorkHQ in place so a growing set of our AI capabilities ships on a governed, orchestrated foundation. This foundation enables our customers to scale with purpose-built AI tools already optimized." The conference opened with SS&C ringing the Nasdaq opening bell alongside Nasdaq President CEO Adena Friedman. The second day kicked off with a thought-provoking fireside chat between Bill Stone and David Booth, Chairman of Dimensional Fund Advisors. The two founders explored lessons learned building their firms, in the evolution of financial services, and what's next. Booth also shared insights from his new book, Stay Calm: Learn to Embrace Uncertainty in Investing and Life (Authors Equity, 2026). New Enhancements Leveraging SS&C AI Gateway and WorkHQ * Black Diamond AI, a series of artificial intelligence-enabled enhancements for SS&C Black Diamond(R) Wealth Solutions. Black Diamond AI combines in-platform AI assistance, contextual insights, natural language data queries, and connected AI experiences to help advisors and operations teams reduce manual work, access relevant information, and act more efficiently. * ConnectIQ, an AI-powered advisor engagement platform for the Retirement market. The platform consolidates investor and participant data from multiple sources and leverages predictive analytics to deliver actionable insights and identify opportunities for personalized outreach. ConnectIQ enables retirement advisors to engage at scale, track interactions and provide more relevant guidance through a single, integrated experience to help improve client retention and outcomes. * SS&C Insight AI, a series of AI-enabled enhancements for the SS&C GlobeOp alternative fund administration suite. The capabilities enable a more robust NAV and allocation review processes with AI-assisted data review. * Sales Prep, an AI-powered prospecting and customer relationship management tool for asset management distribution teams. * The AI-powered portfolio management assistant embedded in Genesis enables investment teams to identify opportunities, access portfolio insights, and initiate workflows using natural language. With these enhancements, Genesis moves AI into advanced actionable outcomes to save time and reduce errors for investment teams. The Blueprint: Customer Zero Docuseries The six-part The Blueprint: Customer Zero documents how SS&C itself has adopted agentic AI, covering the strategic bet, operating design, governance, technology, people, and value realized. The first four episodes publish this week; the final two, The People and The Value, follow in late October. The series is housed on customerzero.blueprism.com. SS&C Technologies continues to focus on purpose-built, AI-enabled technology and service solutions for the financial services and healthcare industries. Learn more on ssctech.com. About SS&C Technologies SS&C is a leading provider of mission-critical, AI-powered technology and services that help financial services and healthcare organizations operate smarter, faster, and more securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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. View source version on businesswire.com: Brian Schell Chief Financial Officer SS&C Technologies Tel: +1-816-642-0915 Justine Stone Investor Relations SS&C Technologies Tel: +1-212-367-4705 E-mail: [email protected] This advertisement has not loaded yet.

Fundamental Investment Management chooses SS&C for launch of Australian small-cap fund. 2 minutes read Boutique founded by Anton Tagliaferro and Simon Conn launches on SS&C's institutional-quality fund administration and unit registry platform WINDSOR, Conn.-(BUSINESS WIRE)-SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Fundamental Investment Management (FIM), a Sydney-based boutique investment management firm, has selected SS&C to support its inaugural Fundamental Smaller Companies Fund. The Fund, launched in July, seeks to deliver long-term returns for investors by applying a research-driven value strategy to investing in Australian smaller companies. SS&C will provide fund administration and unit registry services for the Fund. MSC Trustees will serve as trustee and custodian. FIM specializes in managing money in the Australian smaller companies sector. The firm was founded by investment director Anton Tagliaferro and senior portfolio manager Simon Conn. FIM takes an active approach to investment, engaging closely with portfolio company boards and management. "We see opportunities in this market for long-term, value-oriented investors," said Anton Tagliaferro, Investment Director at Fundamental Investment Management. "When we made the decision to start a new firm to help investors capture those returns, we knew we needed to find the right support to help us bring that strategy to market. SS&C's administration and registry platform enabled us to launch with institutional-quality infrastructure from day one, allowing us to focus our attention on serving our clients and working with our portfolio companies to deliver returns." "We are thrilled to support Fundamental in bringing their inaugural fund to market," said Damien Barry, Head of Asia Pacific, Middle East & Africa for SS&C Global Investor & Distribution Solutions. "Australia is a key market for SS&C, with roughly 1,600 staffers on the ground providing transfer agency and administration to nearly 100 Australian funds. We look forward to working together to optimize and scale FIM's operations as the firm grows." About Fundamental Investment Management Established in 2026, Fundamental Investment Management (FIM) is an independently owned boutique investment management firm based in Sydney, Australia specialising in managing money in the Australian smaller companies sector. FIM is a bottom-up manager that employs a value-style approach to investing in equities. Its two senior investment managers, Anton Tagliaferro and Simon Conn, have a long track record of managing Australian equity portfolios and delivering consistent returns through the cycle. Learn more at https://fundinv.com.au/ About SS&C Technologies SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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. Brian Schell Chief Financial Officer SS&C Technologies Tel: +1-816-642-0915 E-mail: [email protected] Justine Stone Investor Relations SS&C Technologies Tel: +1-212-367-4705 E-mail: [email protected] Media Contacts Madison Gallo Prosek Partners Email: [email protected] 25 minutes ago 26 minutes ago