SS&C Technologies (NASDAQ:SSNC)

August 2019 2

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. 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. 3

Leading provider of mission-critical cloud-based software for and healthcare industries with a flexible, on-demand delivery model 4

SS&C Summary

• Founded in 1986 • 22,000 Employees About • Offices in 93 cities and 35 countries • NASDAQ: SSNC (since Q1 2010)

Clients, • Approximately 18,000+ clients Revenues • ~95% LTM revenue retention

2019 • Adjusted Revenue full year of $4,570.9 million – $4,630.9 million Guidance • Adjusted Diluted EPS of $3.57 – $3.71 5 Q2 2019 Financial Highlights

Metric Q2 2019 Q2 2018 $ +/- % +/-

Adjusted Revenue ($M) $1,155.8 $908.5 $247.3 27.2%

Adjusted Consolidated EBITDA ($M) $448.2 $291.8 $156.4 53.6%

Adjusted Net Income ($M) $241.6 $153.8 $87.8 57.1%

Operating Cash flow six months $416.6 $119.7 $296.9 248.0% ended June 2019 and 2018 ($M)

Adjusted Diluted Earnings Per Share $0.91 $0.62 $0.29 46.8% 6 Front to Back Solutions for the Financial Services Industry

SS&C SS&C Targeted SS&C GlobeOp SS&C Institutional SS&C DST SS&C Eze Advent & Investment Intralinks Solutions Management

Asset Management Asset Mutual Funds, Deal Making, Alternatives, Targeted software & Alternatives Management, Companies, Healthcare, & Capital Markets, Long-only Asset solutions for the • Outsourced Alternatives, & Investment Retirement Plans & Global Banking Management Financial Middle & Back Wealth Managers, • Retirement • M&A Due software Services Industry Office Business Management Pensions, & REITs Solutions Diligence solutions • Financial Processing • Portfolio • Asset • Business • Capital • Order Institutions • Tax Reporting Management & Management Process Raising Management • Financial • Performance Accounting Investment • Investor • Execution Markets Group and Risk • Data Accounting • Broker-Dealer Reporting Management • FIX Trading Analytics Aggregation, Solutions Services & • Debt Financing • Compliance Connectivity • Investor Normalization, & • Client Solutions • Commission • Property Relations, Validation Communication • Wealth Management management Reporting, & • Standard & Origination and Management • Investor • SS&C Portal Self- Customized Distribution Software Accounting Learning Services Reporting • Client • Pharmacy • Portfolio Institute • Pre, Post, & Solutions Engagement Solutions Management Hypothetical • Margin & and Portals • Healthcare & Accounting Trade Finance • Reconciliation Administration Compliance Management • Performance Measurement and Performance Attribution 7

Highly Diversified Business

Client Footprint 2018 Business Distribution by End Client(1)(2)

Hedge Mutual Healthcare Funds Funds 9% Private FOFs Targeted Equity 7% Alternative Real 34% RIAs Estate Wealth Management Asset 12% Managers Wealth Managers

Managed Accounts Family Offices

Insurance Companies Endowment / Pension Funds Healthcare Corporates Institutional / Traditional 38%

(1) Pro forma combined revenue as of December 31, 2018. (2) Includes full year 2018 revenue for DST Systems, Eze Software, Intralinks Industry Dynamics 9

The Financial Industry Relies on SS&C

$34.7 41 9 75 TRILLION OUT OF OF THE TOP 10 TOP 100

in financial fund prime hedge transactions administrators brokers funds

19 of 56.9 7.5 Top 20 MILLION 93% MILLION ASSET MANAGERS TA ACCOUNTS

Distribution Asset Manager of all US Retirement Solutions Solutions Municipal Bonds Accounts 10

Attractive Industry Dynamics

Total Worldwide Banking and Securities Industry Spending AuM in Software and IT Services

($ in trillions) ($ in billions) $362 $2.9 $2.9 $320 $340 $285 $302 $2.2 $2.4 $251 $266

$1.3 $1.4

$0.3

2000 2005 2010 2015 2016 2017 2018 2016 2017 2018 2019 2020 2021 2022 Source: BarclayHedge, Feb 2018 Source: Gartner, Jan 2019 Net Assets U.S. Total Retirement Assets

($ in trillions) $18.8 ($ in trillions) $28.3 $15.9 $16.3 $15.1 $15.7 $24.0 $24.0 $25.4 $13.1 $22.7 $11.8 $19.9 $11.1 $11.6 $18.0 $18.1 11.4 $9.6 $16.2 10.2 10.1 10.4 $14.0 9.7 8.9 8.2 8.2 7.7 7.5 6.9 6.7 6.2 6.5 6.5 4.8 4.7 5.3 3.6 4.2 6.8 7.3 7.5 8.1 9.2 3.7 4.5 5.0 5.2 5.8 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Source: Statista, Mar 2019; ICI Factbook, 2018 IRAs DC Plans Other Source: Statista, Mar 2019; ICI, Mar 2018 Market Drivers

Information Anytime, Increasing Regulatory Globalizing Wealth Cloud Capabilities Anywhere Burdens 11

Highly Diversified Client Base

Diversity across end markets • Market-leading businesses in alternative fund administration, mutual fund administration and healthcare solutions business

• Expanded customer base in traditional and institutional investment management

• Intralinks’ virtual data rooms has served 99% of Fortune 1,000 companies 12

Unrivaled Ability to Innovate Product Development History Since 2011…

Outsourced Middle Office EMIR Reporting SS&C Singularity Solution Retirement Plan Health Dashboard w/ Analytics & Automated Financial Outsourced REIT Servicing Form PF Reporting Benchmarking Statement Preparation Tool

Electronic Investor Depository “Lite” Service Solvency II Reporting Enhanced Client Portal Documentation Workflow Tool

2011 2012 2013 2014 2015 2016 2017 2018

Risk Reporting Service FATCA Reporting Mortgage Origination & SEC Modernization Regulatory Servicing Solution Reporting Voice Recognition Embedded w/in Cloud-Based Hosting & Mobile Asset Manager Investment & Portfolio Fund Admin. IOS App Advisor Workstation & Private Equity Admin. Offering Practice Management Management Platform

Complete Portfolio Monitoring Service Retirement Plan Health Analytics for Credit Managers

Learning Center – Investor Education & Content

2019 Annualized R&D Spend of ~$380 million Acquisition History 14

Unrivaled Portfolio of Capability

Intralinks $1.5 billion

Conifer Financial Services $87 million

Wells Fargo Fund Services $73 million GlobeOp $789 million DST Systems Salentica $5.4 billion

Citi AIS PORTIA DST Global Solutions $296 million $169 million $95 million

2010 2011 2012 2013 2014 2015 2016 2017 2018

Geller Investment Partnership Prime Management ModestSpark Services

Commonwealth Eze Software Fund Services $1.45 billion Advent Software $2.7 billion

CACEIS North America

SS&C has built through acquisitions one of the strongest portfolios of intellectual property in investment systems and services 15

Proven Acquisition Track Record

Financial Models Company GlobeOp DST Global Advent DST Systems Eze Software Intralinks

Date April June November July April September November 2005 2012 2014 2015 2018 2018 2018

PurchaseAcquisition Price $159mm $834mm $95mm $2.6bln $5.5 bln $1.45 bln $1.5 bln

Margin Improvement 51% 48% 48% 47% 45% Mid 41% Low 39% 37% 30s 30s 37% Mid- Mid- Mid- teens teens teens

2005(1) 2007(2) 2011(1) 2013(2) 2014(1) 2016(2) 2014(1) 2016(2) Q3 (1) Q2 (2) 2017(1) 2021(2) Q2 2018(1) 2021(2) 2017 2019

Demonstrated ability to improve operating margin

(1) Pre-acquisition margin is calculated by dividing adjusted EBITDA by revenues, in each case for the last 12 months available prior to the acquisition by SS&C. Pre-acquisition adjusted EBITDA is calculated from financial information provided by the acquiree and may not be calculated in exactly the same manner as post-acquisition consolidated EBITDA as described in footnote (2), although management believes the calculations to be similar in all material respects. (2) Post-acquisition margin is calculated by dividing consolidated EBITDA by revenues, in each case for the 12 months ended for the period presented. Post-acquisition consolidated EBITDA is calculated as EBITDA, as defined below, adjusted to exclude stock based-compensation, capital based taxes, EBITDA of acquired businesses and costs savings, non-cash portion of straight-line rent expense purchase accounting adjustments and other adjustments permitted in calculating covenant compliance under the SS&C credit facilities. EBITDA represents net income before interest expense, income taxes, depreciation and amortization. Financials 17

Revenue Distribution

LTM 6/30/19 Geographic Distribution LTM 6/30/19 Currency Exposure

$ AUD Other APAC $ CAD 1% 4% 1% 1% £ GBP 4% EMEA 19%

77% 93%

Americas $ USD

Other: € EUR, RM, ฿ THB, $ SGD, ZAR, ¥ CNY, $ HKD 18

High Margin Business Model

42% 42% 41% $5,000 41% 41% 41% $4,600 E 40% 40% 40% $4,500

$4,000 37% • Strong Revenue performance and high $3,479 $3,500 margin business model

$3,000 • Q2 2019 Adjusted $2,500 Revenue increased 27.2% to $1,155.8 million $2,000 $1,821 E* compared to Q2 2018 $1,683 $1,524 $1,500 $1,281 • Q2 2019 Adj. Con. EBITDA $1,056 $1,000 is $448.2 million, increased $713 $768 $696 $553 $613 53.6% since Q2 2018 $442 $500 $329 $371 $292 $320 $135 $151 $220 $0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 E

Adjusted Consolidated Ebitda Adjusted Revenue EBITDA Margin

* Analyst Estimates 19

History of Deleveraging

Historical Leverage (reflected as net debt / Consolidated EBITDA(1))

6.8x

5.0x 4.5x 4.2x 4.2x

3.0x 2.9x

1.5x

2005 (2) 2010 (3) 2012 (4) 2015 (5) 2015 (6) 2017 (7) 2017 PF (8) Q2 19 (9) Acquisition 33 months Acquisition 27 months Acquisition of 15 months post SS&C LBO SS&C IPO of GlobeOp post GlobeOp of Advent post Advent DST Systems DST Systems

(1) See financial reconciliations in appendix hereto (6) Balance sheet data and LTM consolidated EBITDA as of 9/30/15 (2) Balance sheet data and LTM consolidated EBITDA as of 9/30/05, as (7) Balance sheet data and LTM consolidated EBITDA as of 12/31/17 adjusted to give effect to the debt incurred related to the leveraged buyout (8) Balance sheet and pro forma (includes DST) LTM consolidated EBITDA as of 12/31/17 (3) Balance sheet data and LTM consolidated EBITDA as of 3/31/10 (9) Balance sheet data and LTM consolidated EBITDA as of 12/31/18 (4) Balance sheet data and LTM consolidated EBITDA as of 6/30/12 (5) Balance sheet data and LTM consolidated EBITDA as of 3/31/15 20

Adjusted Diluted EPS Since 2010 IPO

$4.00 $3.64 E $3.50

$3.00 $2.92 • Q2 2019 $2.50 adjusted diluted $1.93 EPS $0.91 $2.00 $1.64 $1.50 $1.33 $1.18 • 26.1% CAGR $0.99 since SSNC’s $1.00 $0.71 $0.45 $0.54 2010 IPO $0.50

$0.00 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 E 21

SS&C Investment Thesis

• Sticky customer base, 95% LTM revenue retention rate

• Strong cash flow characteristics

• Industry leading margin profile

• Shareholder focused capital allocation strategy 22