Jefferies Global TMT ConferenceMay 7, 2013Jefferies Global TMT ConferenceMay 7, 2013

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 March 1, 2013. 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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SS&C Summary

History Founded in 1986NASDAQ (SSNC) since Q1 2010Recapitalization by management and Carlyle Group in 2005

Offices Windsor, CT (Headquarters), New York, Boston, New Jersey, Chicago, Minneapolis, Salt Lake City, Toronto, London, Montreal, Amsterdam, Kuala Lumpur, Tokyo, Sydney, Mumbai, Grand Cayman, Bangkok, Hong Kong, Singapore

Mission Mission critical SaaS and BPO services and software for the global financial services industry

Employees 4,115 as of March 31, 2013

Clients 6,000+ clients managing in aggregate, $26 trillion in assets90% customer retention rates1

Revenues $633MM LTM adjusted2 revenue (including $478MM SaaS revenue)3

93% contractually recurring revenues4

40% LTM EBITDA margin5

2013 Guidance Adjusted Revenue for 2013 of $712.0MM - $722.0MMAdjusted Net Income of $157.0MM - $160.0MM

1 Average revenue retention rates in each of the last five years of greater than 90% in software-enabled services and maintenance contracts for core enterprise products2 Adjusted revenue represents revenue adjusted for one-time purchase accounting adjustments to fair value deferred revenue acquired in business combinations. Please see Note 1

Reconciliation of Revenue to Adjusted Revenue in the Form 8-K filed May 1, 2013. Adjusted Revenue is not a recognized measurement under GAAP, and investors should not consider Adjusted Revenue as a substitute for measures of our financial performance and liquidity as determined in accordance with GAAP, such as revenue, net income, operating income or net cash from operating activities.

3 Based on Q1 20134 Contractually recurring revenues defined as software-enabled service and maintenance revenues5 Margin based on Consolidated EBITDA less acquired EBITDA and cost savings; Acquired EBITDA and cost savings reflects the EBITDA impact of significant businesses that were acquired

during the period as if the acquisition occurred at the beginning of the period and cost savings to be realized from such acquisitions. Consolidated EBITDA = net income + interest expense, net + income taxes + depreciation + amortization excluding unusual items and other adjustments. Please see Consolidated EBITDA reconciliation in the Form 10-K, filed March 1, 2013. Consolidated EBITDA is not a recognized measurement under GAAP, and investors should not consider Consolidated EBITDA as a substitute for measures of our financial performance and liquidity as determined in accordance with GAAP, such as net income, operating income or net cash provided by operating activities

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SS&C Value PropositionAutomation and Integration of Complex Business Processes

� Front to back seamless solution

� Middle and back office outsourcing services

� Enterprise scalability

� Secure, world-class data centers (24/7)

� Comprehensive security

� Compliance and auditing

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Diverse, Blue Chip Financial Services Clients

� 6,000+ clients

� Top 10 clients ~14% of

revenue¹

� Client retention rates 90%+

� Significant up-sell opportunity

� Significant penetration upside

across new clients

Institutional

Alternative Investments

Treasury, Banks & Custody

Asset Management

Other

1For the year ended December 31, 2012

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Attractive Industry Dynamics Driving Significant Growth Opportunity

Market Drivers

¹BoNY Mellon; ²IDC; ³ Gartner (Financial Services defined as Banking and Securities)

�CAGR:

23.8%

Global SaaS Spend² ($TRN)

Hedge Fund AuM¹ ($TRN)

�CAGR: 20.1%

Global Financial Services IT Spend on Software & IT Services³ ($BN)

�CAGR: 5.2%

Regulations

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Expense Management

Cloud / SaaS

Transparency

Operational Risk

Globalization

Growth Strategy

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� Continued Focus on New Products and Technology� Mobility/Web-based Solutions� Expand SS&C Footprint with Cross-sell/Up-sell� Selective Acquisitions� Enhanced Delivery Options� Business Model Embedded Growth Triggers� Superior Client Support

Portals

iPhone / iPad Apps / Voice Recognition

Ink Chat

Manage assetsUpdate and monitor investment

activities on any device.

SS&C Cloud stores itYour transactions and updates

are stored in the Cloud.

And pushes it to your devices.Your changes automatically appear

on your iPhone/iPad and PC.

SS&C Cloud Services – Anything. Anytime. Anywhere.

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Mobility

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Mobility

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Mobility

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Proprietary Technology Driven by R&D and Disciplined Acquisitions

Select AcquiredBusiness Asset Class End-market

GlobeOp All Hedge Funds

PORTIAEquities, Fixed Income, Derivatives

Asset Managers

TheNextRoundPrivate Equity, Alternative investments

Alternative Investment Managers

FinancialModels

Equities, Fixed Income, Derivatives

Insurance & Pension Funds, Institutional Asset Managers

AdvisorWareEquities, Fixed Income, FX, Derivatives

Alternative Investment Managers

Select Organic Products Asset Class End-market

Risk Analytics All asset classesAsset managers, Banks, Hedge funds, Insurance & Pension funds

Web Portals Fixed Income, Real Estate

Banks, Property Managers

CAMRAEquities, Fixed Income, FX, Loans, Derivatives

Institutional Asset Managers, Insurance & Pension Funds, Alternative Investment Managers

FundRunnerMarathon Equities

Alternative Investment Managers

LMS LoanSuite Loans

Insurance & Pension Funds, Treasury, Banks & Credit Unions

R&D M&AM&AM&A

� ~8% of revenue spent on R&D � Acquisition philosophy: price discipline, proprietary technology, scalability

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Successful Acquisition History SS&C has completed over 30 acquisitions to date

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� Acquisition of Northport� Acquisition of Quantra� Acquisition of The Savid Group

� Acquisition of Real-Time USA� Acquisition of DBC

� Acquisition of OMR Systems

� Acquisition of Investment Advisory Network

� Acquisition of NeoVision Hypersystems

� Acquisition of Eisnerfast

� Acquisition of FMC� Acquisition of Financial Interactive

� Acquisition of MarginMan

� Acquisition of Open Information Systems� Acquisition of Achievement Technologies LLC � Acquisition of Evare

� Acquisition of MAXIMIS business from Unisys

� Acquisition of Tradeware� Acquisition of TheNextRound, Inc.

� Acquisition of Chalke, Inc.

� Acquisition of HedgeWare, Inc.

� Acquisition of The Brookside Corporation

� Acquisition of Micro Design Services

�2011�2010�2009�2008�2007�2006�2005�2004�2003�2002�2001�2000�1999�1998�1997�1996�1995

� Acquisition of Cogent Management

� Acquisition of Zoologic

� Acquisition of TimeShareWare

� Acquisition of thinkorswim Technologies, Inc.

� Acquisition of GIPS� Acquisition of Mabel Systems� Acquisition of Shepro Braun

� Acquisition of Digital Visions

� Acquisition of Amicorp Fund Services

�2012

� Acquisition of BDO Simpson Xavier Fund Administrator

� Acquisition of BenefitsXML

� Acquisition of PORTIA

� Acquisition of GlobeOp� Acquistion of Gravity Financial� Acquisition of Hedgemetrix

Creates a Top 4 Hedge Fund AdministratorWith Strong Offerings In Key Areas…

Q4 -2012

$ % of total

1 State Street AIS $627 21.4%

2 Citico 505 17.2%

3 BNY Mellon 355 12.1%

4 SS&C/GlobeOp 328 11.2%

5 Citi 210 7.2%

6 Northern Trust 157 5.4%

7 Morgan Stanley 151 5.2%

8 SEI 93 3.2%

9 JP Morgan 89 3.0%

10 PNB Paribas 45 1.5%

Top 10 $2,560 87.3%

Total $2,931 100.0%Note: Represents Hedge Fund Assets under administration.Source: eVestment’s Hedge Fund Administrator Survey Q4 2012

Hedge Fund Administrator Ranking (AuA $bn)Hedge Fund Administrator Ranking (AuA $bn)Hedge Fund Administrator Ranking (AuA $bn) Acquisition Expands Product Offering / CapabilitiesAcquisition Expands Product Offering / CapabilitiesAcquisition Expands Product Offering / Capabilities

� Post acquisition, will allow SS&C to have substantial base across a number of fund strategies, including fixed income, volatility and active trading

� GlobeOp middle-office offerings will complement SS&C’s core portfolio of accounting and management products and services

� Combined entity will provide a comprehensive array of product offerings, best in breed technologies, and complementary services under a public, independent, single platform

� Combined entity(a) with strong cloud based computing, mobility and sophisticated portal capabilities, backed by combined ~500 strong development organization

a) Includes PORTIA.

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Attractive revenue growthTotal: 85% Q1 2012 → Q1 2013

Total: 49% 2011 → 2012Software-enabled services (SES):

110% Q1 2012 → Q1 201365% 2011 → 2012

Continued new product introductionsGlobal Markets Risk

Web PortalsGlobal Wealth Platform

Value-enhancing acquisitionsBenefitsXML

Fund Services IrelandPORTIAGlobeOp

Gravity FinancialHedgemetrix

Expanding addressable marketsFinancial Markets Group

Summary Highlights Since March 2010 IPO

Adjusted Revenue

Adjusted Diluted EPS

HighlightsQuarterly Results

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SSNC Q1 Highlights

� Adjusted revenue of $173.3 million– Up 85.0% from Q1 2012– Software-Enabled Services up 110.2% from Q1 2012– 93% of revenue is recurring2

� EBITDA Margin of 39.6%3

– Compared to Q1 2012 of 39.8%

� Net cash from operating activities was $20.6 million– Up 57.1% over 2012

� Recurring revenue1 was $161.8 million, Annual Run Rate Basis (ARRB) was $647.0 million– Up 2.9% from Q4 2012 and up 92.4% from Q1 2012

� Paid down $45.0 million of debt. Leverage ratio 3.41 Adjust revenue represents revenue adjusted for one-time purchase accounting adjustments to fair value deferred revenue acquired in business combinations.2 Contractually recurring revenues defined as software-enabled service and maintenance revenues3 Margin based on Consolidated EBITDA less acquired EBITDA and cost savings; Acquired EBITDA and cost savings reflects the EBITDA impact of significant businesses that were acquired during the period as if the acquisition occurred at the

beginning of the period and cost savings to be realized from such acquisitions. Consolidated EBITDA = net income + interest expense, net + income taxes + depreciation + amortization excluding unusual items and other adjustments. Please see Consolidated EBITDA reconciliation in the Form 10-k, filed March 1, 2013. Consolidated EBITDA is not a recognized measurement under GAAP, and investors should not consider Consolidated EBITDA as a substitute for measures of our financial performance and liquidity as determined in accordance with GAAP, such as net income, operating income or net cash provided by operating activities

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($MM)

2009 2010

Product, asset class diversity and continued market share gains drove strong results even at the height of the financial crisis

¹ Recurring revenues defined as software-enabled service and maintenance revenues; Non-recurring revenues defined as professional service and software license revenues

2011

Strong Performance During All Economic Cycles

Recurring 1Non-Recurring 1 S&P 500

2012

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2013

Visible, Stable and Diversified Revenues

64%21%

10%

3% 2%Canada

United States

OtherAPAC

76%

16%

4%4%

Software Licenses

Professional Services

Software-EnabledServices

Maintenance

Recurring Revenues

EMEA

LTM 3/31/13 Business DistributionLTM 3/31/13 Business Distribution LTM 3/31/13 Geographic DistributionLTM 3/31/13 Geographic Distribution

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Experienced Management Team

Strong proprietary technology

portfolio

Strong proprietary technology

portfolio

Successful, vision-driven

acquisitions

Successful, vision-driven

acquisitions

Leading execution track record

Leading execution track record

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