Michael Leal 

When you think about what’s happening in the industry today, scale is at the heart of that. Volumes are increasing. Complexity is changing. Our client demands are evolving. Our clients are global leaders. We met that demand with a global workforce.

Tony Falconi

IFDS was in search of a partner who had a vast footprint in a transfer agency space and SS&C actually had that footprint for us.

We began working with them in 2021 and by 2023, the relationship had blossomed into a complete extension of our Canadian operations team.

Michael Leal

By offering a one team solution, our clients take advantage of our scale, our capacity, our knowledge. Whether you’re executing a transaction at SS&C or at IFDS, quality is at the forefront of all that we do. Our partnership with SS&C allows us to deliver on solutions across the globe.

Shankar Gawde:

SS&C Global Investor and Distribution Solutions supports complex, high volume operations for asset managers, insurance, and financial institutions worldwide. We are organized into dedicated teams across workflow services, transaction processing, trust accounting, dealer services, testing and audit support. IFDS is growing, but at the same time, it also allows us to grow with IFDS.

Janesar Khan

We work in very close partnership with IFDS across a range of core operational areas that are critical to the end investor. We follow strong and disciplined operating practices that ensure consistency and accuracy in our work. We are able to handle high volume of work efficiency with a high level of quality and reliability. Across all of these areas, our role goes beyond execution. We bring operating insight, judgment, experience, so IFDS can scale with confidence.

Michael Leal:

The workflow tool that we utilize in our operations allows us to support the volume of work, the complexity of work around the globe. We’re doing that with over 1.4 million transactions, being proactive and collaborating with them on not just today’s issues, but forecasting what tomorrow’s issues are going to be so that our clients don’t have to ever worry about is the work going to be completed on time?

Tony Falconi

We have a centralized command center that provides governance and oversight from a service level perspective, from an effort perspective, and load balancing as well. We’re both governed by the same set of SLAs and having the command center’s oversight allows us to ensure that we’re both working seamlessly to the same goal.

Shankar Gawde:

Our workflows are completely aligned with IFDS. We use the same systems, we use the same documentation. Timings we work overlaps with the North American Times. Whether the work is done in Toronto or Mumbai, everybody follows the same procedures, processes, quality controls and accountability model.

Simone D’souza:

What makes this partnership successful is SS&C and IFDS Canada are always aligned with our training. We take a synchronized approach. Anytime there’s a new process, regulatory update or procedure change, both locations receive the same material and the same training at the same time. We follow that with focused quality monitoring and check-ins to make sure everything is embedded consistently.

Shankar Gawde:

At SS&C, we follow the three lines of defense. The first line of defense is the operations team who look at the risk on a day-to-day basis and manage it. The second line of defense is my risk and resilience team who oversee and ensure that there are controls and mitigants in place. And the third line of defense is the audit team who gives reassurance on the effectiveness of the overall control environment.

Pramod Gokhale:

We operate in clean room principles so all our data is secured, all the facilities, their access controls, so only authorized people can enter.

All the data is stored within IFDS Canada. We cannot send any data, we cannot download any data, we cannot print. So, it gives assurance to our clients and to us as well that our assets, our client information, our employee information stays within IFDS Canada and it ensures trust and confidence across locations.

Tony Falconi:

We are audited by internal and external auditors on an annual basis. They are going to look at our system security protocol and the effectiveness of our processes. It is also going to cover any regulatory alignment that is required.

It’s a major reason why our clients can trust this distributed model to be as secure compliant and resilient as our operations in Canada.

Swapnil Rajpurkar:

It’s a great partnership which has been built on trust, collaboration, and growth. What makes us the true central excellence, not just the work itself, but the people, culture, and the long-term mindset behind it.

So as the partnership grows, our team will able to take more complex work, solve problems collectively, and is a continuous sharing of ideas and knowledge.

Michael Leal:

The partnership between IFDS and SS&C works because we operate as one team. Shared workflows, identical training, unified controls, and real-time communication. As our clients continue to evolve with innovative products, the partnership will evolve in real time, delivering scale, specialization, quality and knowledge in everything that we do, together.