The independent, US-based financial advisory firm with approximately $1 billion in assets under management will use the platform to support its growing business.

SS&C’s Global Wealth Platform™ (GWP), including its advanced performance measurement and composite reporting, will integrate the complete client management and portfolio management value chain. The selected platform scope also covers business requirements such as high quality client statements and web-based portal, portfolio modelling, rebalancing, performance attribution, and risk management.

"We selected SS&C after an in-depth review of wealth management solution suppliers. The combination of SS&C's top class client base, modern cloud-based platform, the scope of its platform components and professional services approach has convinced us of its ability to become our business partner for the future," said Taylor Baldwin, Director of Operations at Baldwin Brothers. “Now that our entire wealth management operations will be managed from a single integrated platform, we can retire our disparate systems, enabling superior customer relationship servicing and positioning us for future growth.”

"We are delighted to have been selected by Baldwin Brothers, one of the leading independent financial advisory players,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. “We are equally pleased with the momentum that GWP is building around the globe as we add another customer to our blue-chip customer list.”