SS&C Technologies Holdings, Inc. (SSNC) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 3:30 PM EDT

Company Participants

Brian Schell – Executive VP & CFO

Conference Call Participants

Alexei Gogolev – JPMorgan Chase & Co, Research Division

Presentation

Alexei Gogolev
JPMorgan Chase & Co, Research Division

Great. Hello, everyone. My name is Alexei Gogolev, Head of Vertical SaaS here at JPMorgan. Welcome to first day of Boston Conference. Today, we’re delighted to be hosting CFO of SS&C, Brian Schell. Brian, welcome.

Brian Schell
Executive VP & CFO

Thank you.

Question-and-Answer Session

Alexei Gogolev
JPMorgan Chase & Co, Research Division

And I guess to begin the conversation, Brian, could we talk about the durability of the organic growth engine for your business? What are the most important internal leading indicators that you track to assess the organic growth durability, things like net new bookings or renewals and which matter most by segment?

Brian Schell
Executive VP & CFO

Yes. Thank you. I would say that, first of all, let me just say you guys do an amazing job with the investors that you have brought here and all the logistics…

Alexei Gogolev
JPMorgan Chase & Co, Research Division

Appreciate it, Brian.

Brian Schell
Executive VP & CFO

Well done to JPMorgan. I think there are the multiple factors that you kind of highlighted there that are most important, right? And I would say the number one, the way we think about it is where we’ve seen the most growth and that organic growth has been share of wallet and the continued expansion of services, both within an existing business unit and a service provider as well as then across SS&C that may cross over into another part of the business unit, whether that be providing transfer agency and investor-related services as well

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