List of SS&C Advent Axys Customers
SS&C Technologies
80 Lamberton Road,
Windsor, 6095, CT,
United States
Windsor, 6095, CT,
United States
1 860-298-4500
Professional Services
28800
$6.3B
Since 2010, our global team of researchers has been studying SS&C Advent Axys 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 purchased SS&C Advent Axys for Portfolio and Investment 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 SS&C Advent Axys for Portfolio and Investment Management include: Raymond James & Associates, a United States based Banking and Financial Services organisation with 19000 employees and revenues of $12.64 billion, London & Capital, a United Kingdom based Banking and Financial Services organisation with 150 employees and revenues of $90.0 million, Credo Group, a United Kingdom based Banking and Financial Services organisation with 100 employees and revenues of $42.0 million, Wijs & van Oostveen Vermogensbeheer, a Netherlands based Banking and Financial Services organisation with 50 employees and revenues of $20.0 million, Bruderman & Co., LLC, a United States based Banking and Financial Services organisation with 60 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Axys, 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 Financial Management software purchases.
The SS&C Advent Axys 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 Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Bruderman & Co., LLC | Banking and Financial Services | 60 | $10M | United States | SS&C Technologies | SS&C Advent Axys | Portfolio and Investment Management | 2015 | n/a |
In 2015, Bruderman & Co., LLC implemented SS&C Advent Axys for Portfolio and Investment Management to support portfolio management and portfolio research. The deployment targeted the firm’s investment desk and research teams within its banking and financial services operations, establishing Axys as the central application for managing investment accounting and model-driven portfolio workflows.
SS&C Advent Axys was configured to support portfolio management and portfolio research tasks, including portfolio accounting, trade capture, performance measurement, and the construction and adaptation of financial models for investment decision making. The implementation emphasized model development and scenario workflows that investment analysts used to anticipate market movements and inform financial planning.
The environment operated in conjunction with the Bloomberg terminal, Morningstar software both disc based and browser based, and Orion, which research teams used for market data and reference research while Axys served as the ledger and portfolio control plane. Rollout included hands-on adoption by portfolio managers and analysts, who integrated Axys into their research to refine processes and system-driven investment models.
|
 |
Credo Group | Banking and Financial Services | 100 | $42M | United Kingdom | SS&C Technologies | SS&C Advent Axys | Portfolio and Investment Management | 2016 | n/a |
In 2016, Credo Group implemented SS&C Advent Axys as its Portfolio and Investment Management application. A software developer based in the Johannesburg area was assigned from May 2016 to January 2017 to handle maintenance and integration tasks for the SS&C Advent Axys deployment.
The implementation included SS&C Advent Axys alongside Advent Moxy, delivering the portfolio accounting, trade processing and front-office order management capabilities typical of Portfolio and Investment Management platforms. Configuration work focused on data models, batch processing schedules and reporting feeds consistent with institutional portfolio operations.
Integrations were explicitly maintained between SS&C Advent Axys and MyCredo Autumn Software, the Atlassian Suite including Jira, BitBucket and Portfolio for development lifecycle and release planning, CSMDB Pulse for configuration visibility, and SalesLogix for CRM alignment. These integration points supported portfolio operations, trading workflows, client services and development lifecycle coordination across Credo Group.
Governance and workflow relied on Atlassian-driven change control with Jira managing incidents and project tracking, BitBucket housing source code and Portfolio guiding release planning, while the developer managed system configuration, code maintenance and integration touch points throughout the rollout period. The implementation narrative centers on Axys as the core Portfolio and Investment Management system and the operational tooling and integrations used to sustain it.
|
 |
Dreman Value Management | Professional Services | 30 | $3M | United States | SS&C Technologies | SS&C Advent Axys | Portfolio and Investment Management | 2017 | n/a |
In 2017, Dreman Value Management implemented SS&C Advent Axys as its central portfolio and accounting system, deploying the SS&C Advent Axys application to support Portfolio and Investment Management across the firm. The implementation targeted a compact professional services firm structure including the management company, operating company, family office, foundation, trusts and an incubator hedge fund, aligning portfolio accounting processes with the firm’s existing financial operations.
The SS&C Advent Axys deployment was configured to support core portfolio accounting, position valuation, reconciliation and reporting capabilities that supported monthly accounting close, balance sheet and income statement analysis, daily security price checks and dividend accruals. Configuration emphasized integrated reconciliation workflows and client reconciliation package generation for managed accounts, mutual funds and sub‑advisory arrangements, reflecting the firm’s need for daily net worth and margin analysis for the founder and family office entities.
Axys was operated alongside an existing technology stack with explicit integrations to bookkeeping and payroll systems and market data and execution platforms. The implementation connected SS&C Advent Axys with QuickBooks for bookkeeping and accounts payable and receivable flows, Insperity payroll for compensation posting, Bloomberg and FactSet for pricing and market data, and with broker platforms including Interactive Brokers and prime broker relationships for daily custody and margin reporting. These linkages supported bank and brokerage statement reconciliations, cash availability checks and coordination of trading and transfer activity.
Governance and operational control remained within the firm’s accounting and finance leadership, consolidating monthly close, tax reporting coordination with the external public accounting firm, vendor contract management and fund administration workflows into the Axys environment. The deployment structured reconciliation and reporting ownership across the Director of Accounting and Finance and vendor relationships, and embedded Axys as the focal point for daily net worth, margin analysis and client reporting processes without introducing external implementation partners.
|
 |
London & Capital | Banking and Financial Services | 150 | $90M | United Kingdom | SS&C Technologies | SS&C Advent Axys | Portfolio and Investment Management | 1996 | n/a |
In 1996, London & Capital implemented SS&C Advent Axys to support its Portfolio and Investment Management operations. The deployment positioned SS&C Advent Axys as the primary source of portfolio-level data for the Client Management Team, directly supporting Senior Client Directors in client engagement, reporting, and valuation workflows.
The SS&C Advent Axys configuration produces weekly and quarterly valuation reports, performs NAV calculations used for internal reconciliation, executes quarterly fee calculations on client portfolios, and underpins monthly performance analysis. These capabilities serve portfolio accounting, valuation, fee calculation, and performance reporting functions that feed senior management reporting cycles.
Operational coverage focuses on the Client Management Team and supporting Senior Client Directors, and Axys data is used to prepare RFPs, presentations, and to organise meetings with prospective and established clients. Onboarding workflows combine Axys-sourced portfolio information with document capture and retention for KYC, client agreements, and anti-money laundering documentation, and the platform supports production of quarterly marketing updates for existing clients.
Integrations include routine exports to Excel to perform NAV cross-checks against fund administrators figures, and Axys outputs are incorporated into weekly, monthly, and quarterly reporting cadences for senior management review. Governance is enforced through structured reporting workflows and a defined cadence for valuation, fee calculation, and performance reporting driven by SS&C Advent Axys.
|
 |
Raymond James & Associates | Banking and Financial Services | 19000 | $12.6B | United States | SS&C Technologies | SS&C Advent Axys | Portfolio and Investment Management | 2011 | n/a |
In 2011, Raymond James & Associates deployed SS&C Advent Axys to support Portfolio and Investment Management. The implementation concentrated on advisor-facing client reporting and integrated portfolio accounting workflows within the firm’s wealth management operations, establishing SS&C Advent Axys as the primary system for client statement generation and transactional recordkeeping.
Implemented modules included portfolio accounting ledgers, performance measurement and attribution, a client reporting engine, and batch statement production consistent with Portfolio and Investment Management functional workflows. Senior reporting analysts leveraged SS&C Advent Axys for data extraction, Excel-based automation, ad hoc portfolio performance analysis, and process improvement activities, aligning daily reporting pipelines with standardized statement templates.
Operational governance was organized around a dedicated Advent Axys software support team in the Chattanooga area, responsible for advisor enablement, incident resolution, reconciliation controls, and analyst-driven automation. Configuration work emphasized reporting template standardization and reconciliation processes, and the Raymond James & Associates SS&C Advent Axys Portfolio and Investment Management deployment became embedded in the firm’s reporting, portfolio accounting, and advisor support operations.
|
 |
|
Banking and Financial Services | 50 | $20M | Netherlands | SS&C Technologies | SS&C Advent Axys | Portfolio and Investment Management | 2009 | n/a |
|
Showing 1 to 6 of 6 entries
Buyer Intent: Companies Evaluating SS&C Advent Axys
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Axys. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Axys for Portfolio and Investment Management include:
- Modern Aviation, a United States based Transportation organization with 210 Employees
- InComm Payments, a United States based Professional Services company with 2400 Employees
- Apollo GraphQL, a United States based Professional Services organization with 300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD SS&C Advent Axys Coverage
SS&C Advent Axys is a Portfolio and Investment Management solution from SS&C Technologies.
Companies worldwide use SS&C Advent Axys, from small firms to large enterprises across 21+ industries.
Organizations such as Raymond James & Associates, London & Capital, Credo Group, Wijs & van Oostveen Vermogensbeheer and Bruderman & Co., LLC are recorded users of
SS&C Advent Axys for Portfolio and Investment Management.
Companies using SS&C Advent Axys are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Axys are most concentrated in United States, United Kingdom and Netherlands, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Axys across Americas, EMEA, and APAC.
Companies using SS&C Advent Axys range from small businesses with 0-100 employees - 66.67%, to mid-sized firms with 101-1,000 employees - 16.67%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 16.67%.
Customers of SS&C Advent Axys include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified SS&C Advent Axys customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.