\nSS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), has partnered with TIFIN Give, part of TIFIN\u2019s ecosystem of wealth technology platforms, to launch an innovative white label donor-advised fund (DAF) program. The solution enables wealth managers, family offices and advisors to redefine the role of philanthropy and gifting within their clients\u2019 investment strategies. The program helps firms evolve in step with their clients and families as the next generation of wealth takes shape.<\/p>\n
\n\u201cThis partnership marks an important step forward in modernizing charitable giving infrastructure,\u201d said Paul Lussow, CEO of TIFIN Give. \u201cTIFIN Give and SS&C ALPS Advisors have joined forces to launch a next-generation white label DAF platform built for growth and scale. The platform enables partner firms to fully own the client experience. The turnkey solution combines TIFIN\u2019s innovation and digital engagement capabilities with SS&C\u2019s operational depth and reliability. The result is a scalable way to grow assets, strengthen relationships and elevate the role of giving in wealth and asset management.”<\/p>\n
\nDonor-advised funds (DAFs) empower individuals and families to contribute assets with ease, build charitable wealth and shape lasting legacies across generations. For wealth managers, family offices and advisors, DAFs are more than a platform\u2014they are a strategic tool that strengthen client relationships, improve retention and support tax-efficient asset growth.<\/p>\n
\n\u201cOur platform enables partner firms to deliver a seamless, digitally driven charitable giving experience to their clients. Purpose-built to strengthen multigenerational relationships, it elevates the next generation\u2019s involvement in legacy\/wealth planning and drives growth while remaining custodian-agnostic,\u201d said Eric Hewitt, Chief Investment Officer of SS&C ALPS Advisors. \u201cTogether with TIFIN Give, we\u2019re making charitable giving more accessible and strategic.\u201d<\/p>\n
\nUnited Advisor Group has chosen the White Label DAF Program as its dedicated philanthropic technology solution. \u201cFamilies can structure charitable giving strategies that align seamlessly with their financial objectives, investment philosophy and legacy planning by leveraging our advisors and this innovative DAF technology,\u201d said Ray Gettins, Director of United Advisor Group. \u201cWe\u2019re excited to be an early adopter of the strategic DAF platform.\u201d<\/p>\n
\nThis collaboration reflects TIFIN\u2019s ongoing work to bring connected, intelligent capabilities into wealth management in ways that make planning purposeful, personalized and scalable.<\/p>\n
Discover the SS&C ALPS Advisors White Label Donor-Advised Fund Program, where giving meets strategy.<\/i><\/b><\/a><\/p>\n Important Disclosures Information presented herein is provided for educational or informational purposes only. ALPS Advisors does not transact business via this material. Nothing herein should be construed as financial advice.<\/i><\/p>\n Information developed by ALPS Advisors is subject to change at any time without notice. ALPS Advisors provides such information for illustrative and informational purposes only. This information may represent personal opinions and viewpoints of the commentators and should not be regarded as a description of advisory services provided by ALPS Advisors.<\/i><\/p>\n Information presented herein does not constitute investment, legal or tax advice; performance data; an endorsement of any third party or such third party\u2019s views; or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Information is impersonal and not tailored to the circumstances or investment needs of any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside ALPS Advisors. All examples are hypothetical and for illustrative purposes only.<\/i><\/p>\n ALPS Advisors does not warrant information presented herein to be correct, complete, accurate or timely, and is not responsible for any errors or omissions in the information or for any investment decisions, damages or other losses resulting from, or related to, use of the information. No assurance can be made regarding the profitability of any security mentioned or regarding the accuracy of any forecast made. Not all past forecasts were, nor future forecasts may be, as accurate as those presented. Past performance is no guarantee of future returns.<\/i><\/p>\n Investing involves risk, including the possible loss of principal and fluctuation of value. There is no assurance that the stated objective will be met. Please consider the charges, risks, expenses and investment objective carefully before investing. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy, sell or hold any securities. Past performance is no guarantee of future results.<\/i><\/p>\n About SS&C Technologies About SS&C ALPS Advisors About The TIFIN Group LLC \nGive, a TIFIN company, is a donor-advised fund (DAF) platform that enables wealth firms to grow assets and strengthen relationships through modern philanthropy. By engaging the next generation, offering unmatched investment flexibility, and integrating tax-efficient strategies, TIFIN Give turns charitable giving into a strategic lever for client retention, acquisition, and expansion.<\/p>\n About United Advisor Group AAI001030 11\/19\/2026<\/i><\/p>\n View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20251119360194\/en\/<\/a><\/span><\/p>\n For More Information Justine Stone | Investor Relations | SS&C Technologies Media Contact KEYWORDS:<\/b> Colorado United States North America<\/p>\n INDUSTRY KEYWORDS:<\/b> Professional Services Finance<\/p>\n
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<\/b>ALPS Advisors, Inc. (\u201cSS&C ALPS Advisors\u201d or \u201cALPS Advisors\u201d) is a SEC registered investment adviser located in Denver, Colorado. Registration does not imply a certain level of skill or training. ALPS Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.<\/i><\/p>\n
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<\/b>SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world’s largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com<\/a>.<\/p>\n
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<\/b>SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies, is a leading provider of investment products for advisors and institutions. With over $31.84 billion under management as of September 30, 2025, SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies. For more information, visit www.alpsadvisors.com<\/a>.<\/p>\n
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<\/b>TIFIN is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN\u2019s companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.<\/p>\n
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<\/b>United Advisor Group (UAG) is a Registered Investment Advisor built by advisors for advisors. Our primary mission is to empower financial professionals to achieve financial independence while providing their clients with top-tier financial support. We prioritize a client-first approach, ensuring that families can navigate their financial journeys towards freedom with confidence, without the intrusive distractions of proprietary products. At UAG, our governance is in the hands of our advisors, creating a direct link between their success and the satisfaction of the families they serve.<\/p>\n<\/p>\n
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Brian Schell | Chief Financial Officer | SS&C Technologies
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Tel: 816-642-0915
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E-mail: InvestorRelations@sscinc.com
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Tel: 212-367-4705
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E-mail: InvestorRelations@sscinc.com
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Jesse Chen | SS&C Technologies
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Tel: 732-710-1777
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E-mail: jesse.chen@sscinc.com<\/a><\/p>\n
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