SS&C Technologies : Q1 2022 Earnings Slides

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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 most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q. 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.

Q1 2022 Highlights

• • Q1 2022 organic growth was 4.3%, with strong performance from our Alternatives, Intralinks, and Advent business units.

• • Q1 2022 Organic Growth excluding Healthcare was 5.9%.

• • SS&C generated net cash from operating activities of $183.5 million for the three months ended March 31, 2022.

• • Repurchased 2.3 million shares of common stock in Q1 2022 at an average price of $75.22 per share for $170.9 million.

• • SS&C reported adjusted consolidated EBITDA attributable to SS&C of $514.9 million for Q1 2022.

• • Completed the acquisitions of Blue Prism and Hubwise.

• • In March, SS&C launched GoCentral. This new, more modern fund administration platform amplifies our processing and technology efficiency and provides our clients with higher quality deliverables with increased transparency.

SS&C + Blue Prism

Transaction Summary

• • Acquisition of Blue Prism closed on 3/16/2022

• • Raised $1,530 M in debt to fund acquisition

• • Blue Prism is a highly complementary and strong strategic fit to SS&C's intelligent automation platform SS&C Chorus

• • Combined Group will deliver a full suite of intelligent automation technologies through SS&C's secure private cloud, on premise and public cloud offerings

2022 Expectations

• • Approximately $200 M in Revenue in 2022 for 9.5 months of ownership

• • Slightly positive EBITDA margins in 2022, 15-20% EBITDA margins exiting 2023, 30-40% EBITDA margins exiting 2024

• • Begin to implement Blue Prism's digital workforce across SS&C's client operations

Blue Prism Revenue Growth

• • We expect Blue Prism to maintain their historical revenue growth levels of 15-20% per year

• • We will cross sell SS&C Blue Prism products and solutions to the broader SS&C customer base of 20,000 clients.

• • Our combined portfolio addresses a broad cross section of the capabilities required for Intelligent Automation, including RPA, Process Discovery, Low Code App Design, Business Process Management (BPM) and Intelligent Services.

Margin Enhancement

• • We expect Blue Prism stand alone consolidated EBITDA margins to reach 30-40% exiting 2024

• • Margin improvement will come from the following buckets:

  • • Revenue growth

  • • Seek maximum return on sales and marketing spend

  • • Slower incremental hiring

  • • IT/Infrastructure consolidation

• • Corporate expense reduction

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Q1 2022 financial highlights

Metric	Q1 2022	Q1 2021	$ +/-	% +/-
Adjusted Revenues ($M)	$1,296.2	$1,235.4	$60.8	4.9%
Adjusted Operating Income attributable to SS&C ($M)	$498.7	$475.8	$22.9	4.8%
Adjusted Consolidated EBITDA attributable to SS&C ($M)	$514.9	$491.9	$23.0	4.7%
Adjusted Consolidated EBITDA margin attributable to SS&C	39.7%	39.8%	(10 bps)	-
Adjusted Diluted Earnings Per Share attributable to SS&C	$1.25	$1.18	$0.07	5.9%
Operating Cash Flow for three months ended March 31 ($M)	$183.5	$185.7	($2.2)	(1.2%)

Note: See appendix for reconciliation of non-GAAP financial measures