May 22, 2024


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QUODD Economic companions with SS&C Technologies to present enhanced information company for retirement purchasers

“Partnering with QUODD presents us a aggressive edge, enabling us to present our shoppers with superior quality and trusted dividend facts in a single consolidated feed,” states Kevin Rafferty, Typical Supervisor of SS&C Retirement Solutions. “By leveraging QUODD’s data, we can lessen chance and streamline dividend processing to lower manual entries. SS&C also will be equipped to perform back again-conclusion processing a lot quicker.”

To guarantee accuracy, QUODD resources data specifically from the fund corporation or their transfer agent. Dividends and cash achieve prices are delivered on ex-day. The cash gains are damaged out by brief- and extensive-phrase. All relevant dates are reported, including document day, payable date, ex-dividend date, and reinvest date.

“We are really proud to spouse with an revolutionary fintech institution like SS&C to assistance them increase their client expertise with a immediate tangible profit to their close-people,” claims Bob Ward, CEO of QUODD and Financeware. “At QUODD, our mission is to enhance the excellent and knowledge precision for the prosperity and retirement ecosystem with a charge-effective different.”

This partnership arrives on the heels of SS&C Black Diamond’s technologies integration with Wealthcare’s GDX360® ambitions-driven arranging and expenditure administration system. Wealthcare, an innovator in wealth administration and a tech-enabled registered expenditure advisor supplier, is QUODD’s sister business and an additional business enterprise unit of Financeware. “By deepening relationships with our institutional associates and finish-people, we’re ready to customize our detailed information and tech-enabled alternatives that allow clients to innovate, help save time and income,” claims Bob Ward, CEO of QUODD and Financeware.

QUODD Economic Information and facts Providers, a portfolio organization of Financeware, provides streaming details methods as effectively as extensive conclude-of-working day pricing, reference and corporate actions methods to the world-wide fintech, wealth, investment management, and retirement marketplace. These alternatives contain seamlessly built-in world-wide outlined pricing, dividends and corporate steps information. Discover additional at

About Financeware
Financeware is an sector-primary fintech platform business focused on providing a sturdy suite of revolutionary options to the fiscal products and services market place.  The firm’s established of wide capabilities span economical market data, prosperity administration workflow processing, and tech-enabled RIA expert services. Established by NewSpring Holdings in 2018, Financeware brings together the wealthy competencies and current market management of its a few corporations QUODD, VMS and Wealthcare and leverages go-to-industry and operational synergies across the platform.  Learn more at

About NewSpring Holdings
NewSpring Holdings, NewSpring’s devoted holding company with a approach focused on command buyouts and platform builds, brings a wealth of knowledge, working experience, and resources to choose rewarding, escalating firms to the upcoming amount via acquisitions and confirmed organic methodologies. Established in 1999, NewSpring associates with the innovators, makers, and operators of significant-carrying out firms in dynamic industries to catalyze new development and seize persuasive possibilities. The Firm manages about $2 billion throughout 4 distinctive tactics masking the spectrum from progress equity and manage buyouts to mezzanine debt. Partnering with management teams to assist develop their corporations into market place leaders, NewSpring identifies alternatives and builds interactions applying its community of industry leaders and influencers throughout a extensive array of operational places and industries. Visit NewSpring at

About SS&C Systems
SS&C is a global company of expert services and computer software for the monetary expert services and healthcare industries. Established in 1986, SS&C is headquartered in Windsor, Connecticut, and has places of work close to the globe. Some 18,000 financial products and services and health care organizations, from the world’s premier firms to little and mid-market firms, depend on SS&C for skills, scale and technological know-how.

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