Evercore Vertical Cloud SymposiumJune 12, 2014Evercore Vertical Cloud SymposiumJune 12, 2014

SS&C Technologies (NASDAQ:SSNC)SS&C Technologies (NASDAQ:SSNC)

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, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlying assumptions, and other statements which are other than statements of historical facts. In some cases, you can identify forward-looking statements by terminology such as ''may,'' ''will,'' ''should,'' “hope,'' "expects,'' ''intends,'' ''plans,'' ''anticipates,'' "contemplates," ''believes,'' ''estimates,'' ''predicts,'' ''projects,'' ''potential,'' ''continue,'' and other similar terminology or the negative of these terms. From time to time, we may publish or otherwise make available forward-looking statements of this nature. All such forward-looking statements, whether written or oral, and whether made by us or on our behalf, are expressly qualified by the cautionary statements described on this message including those set forth below. All statements contained in this presentation are made only as of the date of this presentation. In addition, except to the extent required by applicable securities laws, we undertake no obligation to update or revise any forward-looking statements to reflect events, circumstances, or new information after the date of the information or to reflect the occurrence or likelihood of unanticipated events, and we disclaim any such obligation. Forward-looking statements are only predictions that relate to future events or our future performance and are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results, outcomes, levels of activity, performance, developments, or achievements to be materially different from any future results, outcomes, levels of activity, performance, developments, or achievements expressed, anticipated, or implied by these forward-looking statements. Other factors that could affect actual results, outcomes, levels of activity, performance, developments or achievements can be found under the heading “Risk Factors” in SS&C Technologies Holdings, Inc.’s Form 10-K, filed February 27, 2014. As a result, we cannot guarantee future results, outcomes, levels of activity, performance, developments, or achievements, and there can be no assurance that our expectations, intentions, anticipations, beliefs, or projections will result or be achieved or accomplished.

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Leading provider of mission-critical cloud-based software for financial services providers with a flexible, on-demand delivery model

About • Founded in 1986, 4,295 employees, 46 offices worldwide,

• NASDAQ: SSNC (since Q1 2010)

Clients, Revenues

• 6,900+ clients, $725.3 mil LTM adjusted revenue, 92% contractually recurring revenues,

• 41.3% LTM EBITDA margins

2014 Guidance

• Adjusted Revenue for 2014 of $757.0MM - $775.0MM

• Adjusted Net Income of $197.5MM - $206.8MM

SS&C Summary

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Experienced management team with leading execution track record

SS&C is an attractive recurring revenue business with over 90% of revenues contractually recurring.

History of enhancing shareholder value via M&A.

SS&C professionals have extensive expertise, many of which hold CPAs, CAs, CFAs, and/or have advanced degrees.

Reasons to Invest in SS&C

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FinancialsFinancials

SS&C Q1 Financial Highlights

Metric Q1 2014

Q1 2013

$ +/- % +/-

Adjusted Revenue ($mm) $185.8 $173.3 $12.5 7.2%

Annual Run Rate Basis ($mm) $683.6 $647.0 $36.6 5.7%

YTD Operating Cash Flow ($mm) $38.6 $20.6 $17.9 86.8%

Adjusted Operating Income ($mm) $72.6 $64.8 $7.9 12.1%

Adjusted Consolidated EBITDA ($mm) $76.2 $68.7 $7.5 10.9%

Adjusted EBITDA Margin 41.0% 39.6% 140bps 3.5%

Adjusted Diluted EPS $0.56 $0.45 $0.11 24.4%

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SS&C Adjusted Revenue ($mm)

$271

$329

$371

$553

$713

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CAGR 18.9%

$766 E

SS&C Adjusted Consolidated EBITDA ($mm)

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$111

$136$152

$220

$292

CAGR 18.0%

$317 E*

*Analyst estimates

SS&C Adjusted Net Income v. Cash Flow ($mm)

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Average Operating Cash Flow / Adj. Net Income = 118%

SS&C Adjusted Diluted EPS since 2010 IPO

11

CAGR 20.6%

SS&C Return on Equity

12*Annualized as of 3/31/14

Who Owns SS&C?

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Institutional Owners % Owned

1. Fidelity Management & Research Co. 14.7%

2. T. Rowe Price Associates, Inc. 9.0%

3. Janus Capital Management LLC 8.9%

4. MSDC Management LP 5.4%

5. The Vanguard Group, Inc. 5.1%

SS&C Ownership

William C. Stone, Chairman and CEO 20.1%

Directors, Management, Employee Stock Options 6.0%

As of 3/31/13

Company OverviewCompany Overview

Global Operations – 46 offices, 70+ products and services

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Experienced Management Team

WILLIAM C. STONE Chairman & Chief Executive Officer

NORMAND A. BOULANGER Chief Operating Officer

PATRICK J. PEDONTI Chief Financial Officer

PAUL G. IGOE General Counsel

RAHUL KANWAR Managing Director of Alternative Assets

Average 20+ Years of Experience

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What We do

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SS&C SolutionsSoftware | Outsource | SaaS

Portfolio Management ∙ Reconciliation ∙ Valuation

Performance and Attribution ∙ Reporting Risk Management ∙ Regulatory Solutions

Investor Services ∙ Training

Hedge Funds

Private Equity

Asset Managers

Banks

Insurance

Real Estate

Front to Back Office Solutions

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Front and Back seamless solution

Enterprise Scalability Secure, world-class data centers 24/7

Comprehensive Security Compliance and auditing

Opportunities and StrategyOpportunities and Strategy

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The SS&C Solution

Fund Administration / Operations

World Class fund administration and operationsis built on world class technology.

SS&C is a leader in both.

Financial Technology

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SS&C’s Market Drivers

Globalizing wealth Information anytime, anywhere

Increasing regulatory burdens

Cloud capabilities

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SS&C Value Proposition

APPLICATIONS

SOFTWARE ENABLED SERVICES

ANALYTICS

MOBILE

CLOUD

• Advanced Capabilities

• Highly experienced professionals

• Unmatched customer service

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SS&C Investment Intelligence

• Cloud Based mobility platform that spans front-to-back office

• Anywhere, anytime access to key information for clients at all levels of the organization

• Responsive design, data on any device when and where you need it

The web and mobility access will become an entry point in the organization and a window into comprehensive financial data for portfolios.

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Derivatives LoansReal Estate

Risk PM Data Warehouse

Systems Data

Data Integration

Securities

Evolution: SS&C Investment Intelligence

Web AccessiPhone / iPad Apps / Voice Recognition

Ink Chat

Manage assets.

SS&C Cloud stores it

And pushes it to your devices.

SS&C Investment IntelligenceAnything, Anytime, Anywhere

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$mm

*Adjusted revenue

20 years of Revenue Growth

CAGR 26%

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20 years of Cash Flow Growth

$mm

*Operating cash flow

CAGR 32%

Growth Opportunities

Quarterly Revenue ($mm)

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2009 2010 2011 2012 2013 2014

1. Continue to sell into core markets (asset management, hedge funds, and institutions)

2. Increase average selling price

3. Continue focus on new products and technology

4. Continue strong track record of strategic acquisitions

1. Continue to sell into core markets (asset management, hedge funds, and institutions)

2. Increase average selling price

3. Continue focus on new products and technology

4. Continue strong track record of strategic acquisitions

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CHALKE, INC. SHEPRO BRAUN

QUANTRA

THE SAVID GROUP

HEDGEWARE, INC. DIGITAL VISIONSREAL-TIME USA

DBC

OMR SYSTEMS

NEOVISION HYPERSYSTEMS

ZOOLOGIC NORTHPORTMICRODESIGN

SERVICES

MAXIMIS

TRADEWARE

THENEXTROUND, INC.

GELLER INVESTMENT

PARTNERSHIP SERVICES

1995 1997 1998 1999 2001 2002 2004

2006 2007 2008 2009 2010

PORTIA

GLOBEOP

2012

Investing in Innovation

EISNERFAST

FMC

2005

PRIME MANAGEMENT

2013

SS&C has completed 39 acquisitions to date.

Software Licenses

Professional Services

Software-Enabled

Services

Maintenance

Recurring Revenues

Visible, Stable, and Diversified Revenues

LTM 3/31/14 Business DistributionLTM 3/31/14 Business Distribution

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Canada

United States

OtherAPAC

EMEA

Visible, Stable, and Diversified Revenues

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LTM 3/31/14 Geographic DistributionLTM 3/31/14 Geographic Distribution

Competition and ClientsCompetition and Clients

Who are our Competitors?

Fund Administration / Investment Operations Outsourcing

Investment Management

Software

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Institutional

Alternative Investments

Treasury, Banks & Custody

Asset Management

Other

Diverse, Blue Chip Financial Services Clients

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Industry Awards and Honors

Best Administration

Technology

2011

Best Administration

Technology

2011

Best Administrator for Managed

Accounts

2010

Best Administrator for Managed

Accounts

2010

Best North American

Administrator

2011

Best North American

Administrator

2011

Best AdministratorOver $30bn

Fund of Funds

2011

Best AdministratorOver $30bn

Fund of Funds

2011

96 Best-in-Class Awards

2011

96 Best-in-Class Awards

2011

20132013

20122012

82 Best-in-Class Awards

2012

82 Best-in-Class Awards

2012

Best Administratorfor Managed

Accounts

2011

Best Administratorfor Managed

Accounts

2011

20112011

Best North American

Administrator

2013

Best North American

Administrator

2013

59 Best-in-Class Awards

2013

59 Best-in-Class Awards

2013

Hedge Fund Administrator

of the Year

2010

Hedge Fund Administrator

of the Year

2010

Best Administration

Technology

2012

Best Administration

Technology

2012

Best Administratorfor Managed

Accounts

2012

Best Administratorfor Managed

Accounts

2012

Best AdministratorOver $30bn

Fund of Funds

2012

Best AdministratorOver $30bn

Fund of Funds

2012

Best Administrator

Managed Accounts

2013

Best Administrator

Managed Accounts

2013

Best AdministratorMiddle Office

Services2013

Best AdministratorMiddle Office

Services2013

Best Fund Administrator

2010

Best Fund Administrator

2010

Best Outsourcing

Provider

2013

Best Outsourcing

Provider

2013

Leader in Innovation

2009

Leader in Innovation

2009

Private Equity42 Best-in-Class

Awards2013

Private Equity42 Best-in-Class

Awards2013

Best Administrator

Reporting Services

2014

Best Administrator

Reporting Services

2014

SS&C Technologies (NASDAQ:SSNC)SS&C Technologies (NASDAQ:SSNC)