Secure Distributor Portal

Supporting innovation in the Fund Industry

In an attempt to improve the service SS&C deliver to its Fund Groups and their Platforms and Distributors, we have been working to offer different solutions to allow different transmission methods for documents.  Starting with Stock Transfers, SS&C will offer two methods for delivering Stock Transfer forms outside of our normal BAU process; by e-mail and by an Upload function on the Secure Distributor Portal.

E-mail Stock Transfers

This option has previously been offered to most Fund Groups, but we are in the process of transitioning clients to the new upload service.  This service remains available for the following Fund Groups:

  • Allianz
  • BMO
  • Dimensional
  • Morgan Stanley
  • Natixis
  • Thesis

Click here for details of how this service operates

Document Upload

This is the new service that SS&C hopes will be the future of document provision for SS&C hosted Fund Groups, through our Secure Distributor Portal. Starting with Stock Transfers on 3 July, this service enables the upload and immediate receipt for the following Fund Groups:

  • Aberdeen Standard Investments
  • Architas
  • Artemis
  • Aviva
  • AXA
  • Columbia Threadneedle
  • ConBrio
  • FundRock
  • Fundsmith
  • Invesco
  • Janus Henderson
  • JP Morgan
  • Jupiter
  • McInroy & Wood
  • Ninety One
  • Quilter Investors
  • Rathbones
  • RBS
  • SVM
  • Rowe Price
  • Vanguard

Please note that the above clients are no longer eligible for the e-mail solution with the exception of McInroy & Wood who will accept e-mail requests until 5pm on 7 August.

To use the service please login to the Secure Distributor Portal and navigate to the ‘Documents’ section. For further detail on how to use this service, please refer to the DCS Help Centre.