Ss&c Technologies Holdings, Inc. · NASDAQ:SSNC
Ss&c Technologies — Raymond James 47th Annual Institutional Investors Conference (March 2026)
22 slides from Ss&c Technologies's conference presentation, Mar 3, 2026
Slide 1: SS&C Technologies (NASDAQ:SSNC)
SS&C Technologies (NASDAQ:SSNC) March 3, 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans,
Slide 3: Leading provider of mission-critical, AI-powered software and services
Leading provider of mission-critical, AI-powered software and services that help financial services and healthcare organizations operate smarter, faster, and more securely. 3
Slide 4: Value in the depth and breadth of SS&C offerings
VALUE IN THE DEPTH AND Transaction Processing Distribution BREADTH OF SS&C OFFERINGS 40+ $18.4 Billion Accounting Industry Coverage Reporting years in business Market Cap Asset Management 29,000 $25.6 Billion Operations Compliance employees Enterprise Value Hedge Funds Private Markets 23,000 200+ cl
Slide 5: The financial and healthcare industries rely on SS&C
THE FINANCIAL AND HEALTHCARE INDUSTRIES RELY ON SS&C Global Investor & Distribution Solutions: ~25% Intelligent Automation & Analytics: ~10% • Global transfer agency and investor servicing • Intelligent Automation solutions • Brokerage solutions • Analytics and Risk • Retirement solutions • Distribu
Slide 6: AI is reshaping our industries
AI IS RESHAPING OUR INDUSTRIES The Reality The Data Targeted Disruption Convenience SaaS and horizontal workflow tools are 15% 600% 1 vulnerable. of companies achieve major Projected increase in agentic AI AI ROI - and all rely on adoption in finance by 2026 Systems of record with proprietary data a
Slide 7: Building the AI moat: a decade of strategic acquisition
BUILDING THE AI MOAT: A DECADE OF STRATEGIC ACQUISITION Each acquisition added a layer of subject matter experts, proprietary data, or automation capability that AI now amplifies. DATA + SCALE DEAL WORKFLOW WEALTH / TRUST CLASS ACTIONS DST Systems Intralinks Innovest Battea $5.4B $1.5B $120M $671M H
Slide 8: Why our moat gets stronger with AI
WHY OUR MOAT GETS STRONGER WITH AI Data Expertise Trust Exclusive access to proprietary data Multi-jurisdiction compliance is our core Four decades of earned trust. Delivering creates services with zero substitutes. AI competency. AI automates within world class services and technology to our models
Slide 9: Embracing AI at everything we do at SS&C
EMBRACING AI AT EVERYTHING WE DO AT SS&C The race towards market-leading efficiency and productivity R&D Intelligent Automation AI Infrastructure Over $700m in R&D and Capitalized • WorkHQ is SS&C’s workflow- • Private, GPU-enabled AI infrastructure Software in 2025 orchestration layer for agentic •
Slide 10: AI in action: real-world impact at SS&C
AI IN ACTION: REAL-WORLD IMPACT AT SS&C Powerful capabilities that help us deliver tangible business outcomes from AI initiatives GlobeOp GIDS WIT • AI enabled trade reconciliation • Sales Prep Tool aggregates and • Intelligent in-app workflows that help summarizes content for prospecting and adviso
Slide 11: Financials
Financials
Slide 12: Q4 2025 Financial Highlights
Q4 2025 FINANCIAL HIGHLIGHTS Metric Q4 2025 Q4 2024 $ +/- % +/- Adjusted Revenues ($M) $1,654.6 $1,530.7 $123.9 8.1% Adjusted Operating Income attributable to SS&C ($M) $634.2 $581.9 $52.3 9.0% Adjusted Consolidated EBITDA attributable to SS&C ($M) $651.0 $599.1 $51.9 8.7% Adjusted Consolidated EBIT
Slide 13: High Margin Business Model
• Strong Revenue HIGH MARGIN BUSINESS MODEL performance and high margin business 39.7% model $7,000 40.8% 39.2% $6,734 39.6% 38.8% $6,276 38.3% 37.9% $5,886 $6,000 $5,506 • Q4 2025 Record $5,059 $5,287 $5,000 $4,681 Adjusted Revenue $1,655M $4,000 $3,000 $2,674* • Q4 2025 Record Adj. $2,108 $2,281 $
Slide 14: Alternative Assets Under Administration ($B)
ALTERNATIVE ASSETS UNDER ADMINISTRATION ($B) $2,966 $2,547 $2,628 $2,467 $2,488 $2,499 $2,502 $2,329 $2,400 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 © SS&C Technologies, Inc. 14
Slide 15: Significant Investment in Tech Platform
SIGNIFICANT INVESTMENT IN TECH PLATFORM 2021 2022 2023 2024 2025 R&D Spend1 $500 $592 $669 $712 $729 % of Revenue 10% 11% 12% 12% 12% % of License, Maintenance and 63% 59% 66% 68% 69% related Revenue SS&C has invested ~$3.2 billion in research and development since 2021 1R&D spend includes capitaliz
Slide 16: Strong Cash Flow and Shareholder-Focused Capital Allocation Strategy
• Capital allocation STRONG CASH FLOW AND SHAREHOLDER- priority towards FOCUSED CAPITAL ALLOCATION STRATEGY share repurchases $2,000 • Methodically $1,745 $1,763 $1,800 opportunistic $1,600 acquisition $1,400 $1,389 strategy $1,200 $1,134 $1,215 • $0.27 quarterly $1,000 $800 dividend $600 $400 $200
Slide 17: Over $1 Billion Shares Repurchased in 2025
OVER $1 BILLION SHARES REPURCHASED IN 2025 Mix of Capital Allocation Q4 2025 - $1,635 million Q4 2025 Debt Review and Capital Allocation SS&C generated net cash from operating activities of 23% directly to $1,744.8 million for the twelve months ended December 19% 4% shareholders 31, 2025, compared t
Slide 18: Adjusted Diluted EPS
• Q4 2025 adjusted ADJUSTED DILUTED EPS diluted EPS of $1.69 $6.86 $7.00 $6.14 $6.00 $5.41 $5.02 $5.00 $4.65 $4.61 $4.00 $3.00 $2.00 $1.00 $0.00 2021 2022 2023 2024 2025 2026 E* *Midpoint of 2026 guidance © SS&C Technologies, Inc. 18
Slide 19: Guidance
Guidance
Slide 20: Medium Term Organic Growth Target
MEDIUM TERM ORGANIC GROWTH TARGET 4% – 8% Organic Revenue Growth Opportunistic M&A • New products • Revenue growth accretive • Cross-sell / upsell at existing clients • Ability to cross sell within • Price increases existing client bases • Entrance into new verticals • Leverage core competencies • I
Slide 21: Guidance
GUIDANCE Q1 2026 FY 2026 Adjusted Revenues ($M) $1,608 – $1,648 $6,654 – $6,814 Organic growth Midpoint (%) 5.0% 5.1% Interest Expense ($M)1 $102 – $104 $398 – $408 Adjusted Net Income attributable to SS&C ($M) $404 – $420 $1,662 – $1,762 Adjusted Diluted Earnings Per Share attributable to SS&C $1.6
Slide 22: Thank You
THANK YOU © SS&C Technologies, Inc.