Apps Run The World

List of Advent Portfolio Exchange Customers

Last updated on 2021-04-01 10:29:38

Since 2010, our global team of researchers has been studying Advent Portfolio Exchange customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchases Advent Portfolio Exchange for Portfolio Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Advent Portfolio Exchange for Portfolio Management include: EFG Asset Management (EFGAM), a United Kingdom based Banking and Financial Services organisation with 1000 employees and revenues of $250.0 millions, Charles Stanley & Co. Limited, a United Kingdom based Banking and Financial Services organisation with 850 employees and revenues of $201.0 millions, J. Rothschild Capital Management Limited, a United Kingdom based Banking and Financial Services organisation with 40 employees and revenues of $54.0 millions, Stonehage Fleming, a United Kingdom based Banking and Financial Services organisation with 540 employees and revenues of $48.0 millions, Killik & Co, a United Kingdom based Banking and Financial Services organisation with 280 employees and revenues of $35.0 millions and many others.

Contact us if you need a completed and verified list of companies using Advent Portfolio Exchange, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases

The Advent Portfolio Exchange customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic market data source!




Customer Industry Empl. Revenue Country Vendor Old Product New Product Category Market When
Albemarle Asset Management Banking and Financial Services 9 $1.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2008
Alpima Banking and Financial Services 40 $5.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2015
Charles Stanley & Co. Limited Banking and Financial Services 850 $201.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2012
EFG Asset Management (EFGAM) Banking and Financial Services 1000 $250.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2016
iFunds Asset Management Banking and Financial Services 5 $1.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2012
Subscribe Banking and Financial Services 40 $54.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2013
Subscribe Banking and Financial Services 280 $35.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2008
Subscribe Banking and Financial Services 120 $20.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2010
Subscribe Banking and Financial Services 90 $20.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2016
Subscribe Banking and Financial Services 540 $48.0M United Kingdom SS&C Technologies Legacy Applications Advent Portfolio Exchange Portfolio and Investment Management ERP Services and Operations 2019
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