Business Services Software: SS&C is Poised for Digital Infrastructure Pivot

研报英文原文证据摘录

Business Services Software: SS&C is Poised for Digital Infrastructure Pivot

Global Research

27 July 2026ab

Business Services Software Equities

AmericasSS&C is Poised for Digital Infrastructure Pivot

Software

Kevin McVeigh

Financial workflows increasingly strategic in the digital assets ecosystem Analyst

We believe the SSNC stock well positioned to build on last Friday's 10% rally benefiting kevin.mcveigh@ubs.com

from news out before the open that Circle [Not covered by UBS]—digital assets +1-212-882 0081

payments infrastructure provider—is acquiring fundamental assets from IBM's Bruna Werneck

blockchain patent portfolio for an undisclosed amount. Comprising of over 680 patent Associate Analyst

families + ~1,000 issued patents worldwide, the portfolio spans blockchain technology bruna.werneck@ubs.com

to more traditional banking, financial services, insurance, enterprise infrastructure, +1-212-882 5955

supply chain verification, and secure cloud operations. This latest transaction follows Olivia Bradlee

crypto exchange Bullish's ~$4.2b [~4.6x sales] Equiniti acquisition as digital asset Associate Analyst

companies increasingly shift to traditional financial data, servicing and workflow olivia.bradlee@ubs.com

capabilities to broaden infrastructure offerings. With Circle expanding its IP portfolio +1-212-713 1227

enhancing financial infrastructure solutions—we believe ownership of mission-critical

financial workflows, record keeping, data, + administration capabilities is becoming

increasingly strategic. We expect other technology-enabled service providers to follow a

similar path that Buy rated SS&C [$99 PT] has embarked on several years ago following

its Jul-25 $1b Calastone deal.

Digitization of traditional financial infrastructure enhances SSNC's