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SS&C Technologies Holdings, Inc. (SSNC) Presents at 46th Annual William Blair Growth Stock Conference Transcript


SS&C Technologies Holdings, Inc. (SSNC) 46th Annual William Blair Growth Stock Conference June 3, 2026 2:20 PM EDT

Company Participants

Brian Schell – Executive VP & CFO

Conference Call Participants

Jeffrey Schmitt – William Blair & Company L.L.C., Research Division

Presentation

Jeffrey Schmitt
William Blair & Company L.L.C., Research Division

Hi, everyone. Good afternoon. Why don’t we go ahead and get started? My name is Jeff Schmitt. I cover wealth management and capital market stocks here at William Blair. I’d like to introduce SS&C Technology, a leading provider of enterprise software and outsourcing solutions for the financial services industry.

We’re very happy to have them here again this year. And with us, we have the CFO, Brian Schell. So thank you. He’s here to discuss the business. And as usual, please go to williamblair.com for a full list of disclosures. So I will turn it over to Brian.

Brian Schell
Executive VP & CFO

That’s a good start. Thanks, Jeff. And again, thanks for a terrific conference and the quality of investors we’re meeting with so far. And so we love coming back every year. And thank all of you for joining today. A brief highlight of what I’m going to do today. I’m just going to cover SS&C real quick in case some of you are maybe not as familiar with SS&C, provide an overview, really dig right into AI at the end of the day, right? It’s not an extra topic. It’s really kind of part and parcel of what we do and the story and what investors want to understand with respect to SS&C.

And then I’ll just jump to our financial performance and some of the guidance that we put out there. And so with that, we’ll just start with the safe harbor, I won’t spend much time



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