SS&C Evare

Streamline your reconciliation, accounting, performance and reporting processes while reducing operational risk and costs. Our global managed data service gathers investment data across a vast network and delivers it in a customizable format to any investment platform. With coverage of 500+ financial institutions, Evare serves as a central point of contact between you, your clients and your financial services counterparts.

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WHY SS&C EVARE

Comprehensive Coverage

Automate data connectivity with a vast network of direct data feeds from financial institutions worldwide and third-party sources. We maintain more than 5,000 unique data feeds from banks, brokers, custodians, SWIFT network and more.

Compliance Support

Gather employee investment data for accounts held away at broker-dealers and financial institutions to meet employee compliance monitoring regulations.

SWIFT and Corporate Actions Messaging

Communicate trade and corporate action updates by systematically sending and receiving trade details, corporate action notifications, elections and confirmations where needed.

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Attentive Client Service

Benefit from our experienced and responsive customer support team and our online dashboard that displays real-time file status updates. The Evare customer support team serves as a central point of contact between you and all your counterparties. We manage all your data needs, including connectivity, file acquisition and delivery, data questions, automated feed initiations, and feed maintenance on your behalf.

Efficient Operations

Streamline reconciliation, accounting, performance measurement, and reporting with position and transaction data delivered directly in a consistent format. Our highly secure and comprehensive service eliminates the need for time-consuming and error-prone manual processes while making workflows smoother, reducing operational risks and costs.