Ss&c Technologies Holdings, Inc. · NASDAQ:SSNC

Ss&c Technologies — Investor Presentation (August 2005)

19 slides from Ss&c Technologies's investor presentation, Aug 25, 2005

  1. Slide 1: SS&C Technologies, Inc. Presentation, August 25, 2005

    August 25, 2005 Normand A. Boulanger, President and Chief Operating Officer SS&C Technologies, Inc.

  2. Slide 2: Forward-looking statements

    Various statements included in this presentation about expectations, plans, and prospects constitute forward-looking statements for purposes of the SEC "Safe Harbor" provisions. For this purpose, any statements that are not statements of historical fact may be deemed to be forward- looking statement

  3. Slide 3: Company Background

    Company Background Founded by current CEO in 1986 Provides software and outsourcing services to the financial services industry 26% operating margin in Q2 2005 +800 employees 6,000 clients

  4. Slide 4: Strong, Stable Management Team

    Strong, Stable Management Team Bill Stone CEO Norm Boulanger President & COO Patrick Pedonti CFO Kevin Milne International Manager Steve Whitman General Counsel Richard Shalowitz Municipal Finance Colleen Nelsen Financial Institutions Tom Mulligan Property Management Suresh Thekkenmar Institutional

  5. Slide 5: SS&C's Range of Solutions

    SS&C's Range of Solutions For a Full Range of Financial Services Segments Analytics Taxes Reporting Portfolio Mgmt. Performance Accounting Trading Function Market Segment Institutional Asset Mgmt. Hedge Fund & Family Office Financial Institutions Commercial Lending Real Estate Municipal Finance Insu

  6. Slide 6: Increasing Transaction Volumes

    Increasing Transaction Volumes 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 Operating cash flow 103 139 152 193 249 303 379 485 718 795 Shares Traded on NASD, AMEX, NYSE(bm) CAGR: 25%

  7. Slide 7: Increasing Complexity of Securities

    Increasing Complexity of Securities Stocks Bonds Mortgage-backed securities Asset-backed securities Derivatives Swaps Futures Repos Options Stocks Bonds Then Now

  8. Slide 8: Increasing Regulatory Demands

    Increasing Regulatory Demands

  9. Slide 9: The Problem

    The Problem Too Little Time... Too Few Resources Too Much Information...

  10. Slide 10: SS&C's Solution

    SS&C's Solution Support Throughout the Processing Chain Back Office Middle Office Front Office Reduced Cost, Complexity and Risk Deep vertical market expertise Scalability and flexibility Rapidly deployable and cost-effective outsourcing solutions

  11. Slide 11: Range of Cost-Effective Delivery Methods

    Range of Cost-Effective Delivery Methods Software licenses BPO services ASP services "Blended" solutions Multiple revenue streams off of base technology Delivery Method Example Customer GAM

  12. Slide 12: Case Study: New York Life Insurance

    Case Study: New York Life Insurance Tremendous Cross-selling and Up-selling Opportunities 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 65 1530 2927 3424 3921 4418 5370 6877 7702 8902 65 1130 1995: Acquired Chalke. Sold PTS product to NYL 1997: Licensed CAMRA to NYL 2001: Sold Intex (PTS Interfa

  13. Slide 13: Case Study: LSV Asset Management

    1998 2005 Banking 5 10 17.8 26.1 Case Study: LSV Asset Management 1998 2005 Banking 4 45 17.8 26.1 1025% Our outsourcing service supported LSV's growth in both volume and complexity without accelerating costs Assets Under Management ($bn) Operations Staff 100% 5 10

  14. Slide 14: Stable and Growing Revenue

    Stable and Growing Revenue Q4 00 Q1 01 Q2 01 Q3 01 Q4 01 Q1 02 Q2 02 Q3 02 Q4 02 Q1 03 Q2 03 Q3 03 Q4 03 Q1 04 Q2 04 Q3 04 Q4 04 Q1 05 Q2 05 Recurring 8151 7831 8120 8084 9041 10070 10125 9899 10383 10699 10921 11266 11655 13199 17569 18074 18476 20300 31600 Non Recurring 6028 5211 6347 6203 5428 51

  15. Slide 15: Operating Income Trend

    Operating Income Trend 2001 2002 2003 2004 East 2.6 11.1 18.4 29.4 Operating Margin 5 18 28 31 Gross Margin 64 66 69

  16. Slide 16: Diversity within Financial Services

    Diversity within Financial Services Diversity of verticals provides stability Real Estate and Municipal Finance provide consistent revenue from many small customers No customer >7% in 2004 1st Qtr Insurance Pensions 0.182 Institutional Asset Mgmt 0.14 Hedge Fund & Family Office 0.161 Financial Insti

  17. Slide 17: Acquisitions Have Increased Our Customer Base and Capabilities

    Acquisitions Have Increased Our Customer Base and Capabilities Year Company Investment commercial lending real estate Financial Institutions Hedge Fund & Family Office Institution Asst Management Insurane & pension municipal Fianance 1995 Chalke, Inc. $10.0 1997 Shepro Braun $16.5 1997 Mabel Systems

  18. Slide 18: Acquisitions Have Increased Our Customer Base and Capabilities

    Chalke PTS Mabel Systems Altair Shepro Braun Systems Total Return Antares Quantra SKYLINE The Savid Group Debt & Derivatives HedgeWare AdvisorWare Brookside Consulting Services Digital Visions PortPro BANC Mall PALMS Real-Time USA Real-Time Lightning DBC Municipal Finance Products Amicorp Fund Servi

  19. Slide 19: Investment in Servicing our Customers

    Investment in Servicing our Customers People + Technology + Solutions Investment = Commitment to Our Clients

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