SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has officially launched a new portfolio of AI agents designed to streamline operations in financial services and healthcare. Built to deliver tangible results, these AI agents are focused on simplifying complex workflows such as credit processing and contract verification. Leveraging a managed services model, the solution helps organizations overcome talent shortages and operational bottlenecks while enabling secure, scalable operations at scale. Headquartered in Lincoln, Nebraska, American Life—one of the fastest-growing providers in the pensions and retirement space—has become one of the first clients to evaluate SS&C’s AI agents. The company is currently testing the credit agreement document agent to streamline its private credit operations. The AI agent continuously reviews and updates lengthy loan documents, significantly reducing the time and errors associated with manual review. After implementing the technology internally, SS&C saw a substantial improvement in credit processing efficiency. Georgette Nicholas, CEO of American Life, said: “SS&C’s AI agents have performed exceptionally well in our internal operations. The ability to nearly instantly update credit agreements is transformative—it frees our teams from tedious maintenance tasks so they can focus on higher-value work. This reinforces our commitment to innovation in the pensions and retirement sector.” Each AI agent in the portfolio is built on SS&C’s enterprise-grade AI governance platform, the SS&C AI Gateway. These agents are developed, tested, and deployed through SS&C’s internal operational environment, ensuring proven performance, regulatory compliance, and measurable return on investment before being delivered to clients. Rob Stone, General Manager of SS&C’s Intelligent Automation and Analytics business unit, said: “Intelligent automation and AI are central to our institutional transformation, driving rapid scaling of business and revenue. As our ‘first customer,’ we understand that clients need purpose-built solutions that are rigorously tested and backed by strong governance and expert support. Our goal is to help clients safely, reliably, and quickly realize the value of agent-based AI.” The SS&C AI Gateway provides secure, auditable, and compliant access to large language models (LLMs). It includes real-time protection features such as advanced security, data loss prevention, continuous risk monitoring, and explainable AI behavior. SS&C offers multiple deployment options, including private GPU infrastructure hosted in ISO-compliant data centers, giving clients full control over their data. The company also provides custom agent development services, allowing clients to build tailored AI solutions that meet specific business needs. Beyond credit processing, the AI agent portfolio includes solutions for contract analysis, trade reconciliation and validation, and invoice processing—common yet complex operational tasks. Each agent can be deployed directly or through SS&C’s managed agent services, which support clients in designing, training, and implementing custom AI solutions aligned with their unique requirements. For more information on SS&C’s agent-based automation solutions, visit the company’s website. SS&C Technologies is a global provider of software and services to the financial services and healthcare industries. Founded in 1986 and headquartered in Windsor, Connecticut, SS&C operates offices worldwide. Over 23,000 financial services and healthcare institutions—from global enterprises to mid-sized firms—rely on SS&C’s expertise, scale, and technological innovation. For more information about SS&C (Nasdaq: SSNC), visit www.ssctech.com. Follow SS&C on X, LinkedIn, and Facebook. Disclaimer: This press release is issued in the original English version, which is the official and legally binding version. Translations are provided for convenience only.