Story
SS&C
PlaidPlaid Standardizes Financial Planning on SS&C
Plaid, a financials organization in the United States, uses SS&C Blue Prism from SS&C to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Risk and compliance | SS&C Blue Prism is the governed place FP&A use for planning and forecasting |
Story
Plaid is based in the United States and runs financials operations at a scale where financial planning cannot live in side channels. FP&A were reconciling competing copies of the same work, which slowed planning and forecasting and hid who owned the next step.
The company runs planning and forecasting on SS&C, with SS&C Blue Prism as the product FP&A actually open. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. For Plaid, that means FP&A can open one workflow, see financial planning, and let neighboring teams join without inventing a parallel stack.
Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for financial planning.
