SS&C expands Capital Group deal to include Blue Sky compliance

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has expanded its relationship with Capital Group to include regulatory compliance services, according to a press release from the company.

Capital Group has used SS&C's technology and services for transfer agency and fund servicing operations for over 40 years. Under the expanded agreement, SS&C Blue Sky Administration will support Capital Group's regulatory compliance and distribution activities across the U.S., helping maintain compliance with state-level securities regulations known as "Blue Sky Laws."

Capital Group is the fifth major asset manager to select SS&C for Blue Sky regulatory services in 2026, according to the company. Clients gain access to SS&C's Blue Sky Portal, a cloud-based platform providing a view of state compliance requirements and filings. The system uses automation to handle daily sales reconciliation, registration evaluation, exception management, and quality review.

"As regulations become more complex and state fees continue to rise, asset managers are seeking operations providers they can trust to monitor changes state-by-state and relieve their administrative burden and costs," said Rob Trower, Head of SS&C Global Investor and Distribution Solutions, U.S.

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