List of SS&C Advent Custodial Data Customers
Advent Software
600 Townsend Street 4th Floor,
San Francisco, 94103, CA,
United States
San Francisco, 94103, CA,
United States
1 415-543-7696
Professional Services
1500
$400M
Since 2010, our global team of researchers has been studying SS&C Advent Custodial Data 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 Custodial Data for Financial Consolidation and Close 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 Custodial Data for Financial Consolidation and Close include: Evercore Wealth Management, a United States based Banking and Financial Services organisation with 120 employees and revenues of $75.0 million, Eaglebrook Advisors, a United States based Banking and Financial Services organisation with 40 employees and revenues of $10.0 million, Manitou Investment Management, a Canada based Banking and Financial Services organisation with 30 employees and revenues of $7.0 million, Innovest Systems, LLC, a United States based Banking and Financial Services organisation with 70 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Custodial Data, 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 software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Eaglebrook Advisors | Banking and Financial Services | 40 | $10M | United States | SS&C Advent | SS&C Advent Custodial Data | Financial Consolidation and Close | 2021 | n/a |
In 2021, Eaglebrook Advisors integrated SS&C Advent Custodial Data to surface bitcoin and crypto SMA reporting into advisor reporting and portfolio platforms. This integration is positioned within Financial Consolidation and Close to consolidate custodial-level digital asset holdings into advisor-level reports and billing workflows.
SS&C Advent Custodial Data was configured to ingest custodial feeds and normalize bitcoin and crypto SMA positions, enabling consolidated reporting and billing feed generation. Implemented functional capabilities included custodial data ingestion, position normalization and mapping to advisor account structures, consolidated reporting for advisors, and billing data export to downstream portfolio platforms.
Integration points included portfolio platforms Black Diamond, Axys and APX, allowing custodial positions to flow into existing advisor platforms without changing core advisor workflows. The operational scope targeted wealth management advisors in the United States and impacted reporting, billing, and advisory operations at Eaglebrook Advisors.
Governance and workflow adjustments focused on mapping custodial asset identifiers into advisor account schemas and embedding digital asset position fields into reporting and billing processes. The 2021 announcement states the integration enables advisors to report, bill, and advise on digital asset holdings within existing workflows, improving reporting and operational efficiency.
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Evercore Wealth Management | Banking and Financial Services | 120 | $75M | United States | SS&C Advent | SS&C Advent Custodial Data | Financial Consolidation and Close | 2016 | n/a |
In 2016, Evercore Wealth Management implemented SS&C Advent Custodial Data within its Financial Consolidation and Close toolset to centralize custodial transaction and position feeds across the firm. The deployment targeted reconciliation and consolidation workflows that support the firm’s investment management, trust and custody services across offices in New York, Minneapolis, San Francisco and Los Angeles.
SS&C Advent Custodial Data was configured to ingest and normalize custodial data for position and transaction consolidation, and to support automated trade settlement and corrections workflows. The implementation aligned with standard Financial Consolidation and Close capabilities, including custodial data aggregation, transaction mapping, position reconciliation and consolidated reporting for middle office and operations use.
The implementation was connected into the firm’s Advent ecosystem and custodian feeds, including integrations with Advent APX, Advent Moxy, Advent Axys, Advent ACD and Advent Dataport, and custodian systems such as SEI Trust3000 and Schwab as part of reconciliation processes. The team designed and continues to oversee an APX Moxy Custodian reconciliation review, and used Advent Moxy for trade execution and trade support workflows that feed custodial consolidation.
Governance and operational changes accompanied the deployment, including design and ownership of trade settlement and corrections processes, automation of account opening into APX, oversight of third party vendor onboarding for class action processing, and project management practices for system updates and audit response preparation. Operational ownership sits with operations, middle office and client service teams, who manage reconciliations, settlement troubleshooting and quality control reviews that are fed by SS&C Advent Custodial Data.
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Innovest Systems, LLC | Banking and Financial Services | 70 | $7M | United States | SS&C Advent | SS&C Advent Custodial Data | Financial Consolidation and Close | 2020 | n/a |
In 2020, Innovest Systems, LLC implemented SS&C Advent Custodial Data to gather held away account data and deliver standardized daily feeds into its InnoTrust platform, providing a consolidated portfolio view for clients and portfolio managers. This deployment supports Innovest's Financial Consolidation and Close capability and is focused on finance and trust accounting operations in the United States.
SS&C Advent Custodial Data is configured to automate data collection and normalization, producing daily standardized feeds into InnoTrust. The implementation centers on custodial data ingestion, feed orchestration, data mapping and normalization, and exception handling workflows to create a harmonized dataset for downstream consolidation and reporting processes.
Operationally the solution positions Innovest as a data facilitator between custodians and its InnoTrust platform, streamlining workflows for portfolio managers and client reporting. The vendor case study documents that Advent Custodial Data enabled Innovest to automate data collection and normalization and save clients hundreds of hours, demonstrating a process transformation in how held away assets are consolidated for finance and trust accounting.
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Manitou Investment Management | Banking and Financial Services | 30 | $7M | Canada | SS&C Advent | SS&C Advent Custodial Data | Financial Consolidation and Close | 2014 | n/a |
In 2014 Manitou Investment Management implemented APX and Moxy as part of its SS&C Advent platform and later added SS&C Advent Custodial Data together with Advent TransPort to automate custodial feed handling. Manitou uses SS&C Advent Custodial Data for Financial Consolidation and Close processes to ingest daily custodial feeds and accelerate reconciliation for approximately 1,500 custody accounts, focused in the finance function in Toronto, Canada.
SS&C Advent Custodial Data was configured to receive and normalize daily custodial feeds and to operate with Advent TransPort for custodial data customization and routing. The implementation leverages APX for portfolio accounting and Moxy for trade and order management workflows inside the Advent suite, with automation layered around custodial mapping, record matching, and reconciliation staging. These modules were configured to minimize manual touch points and to produce reconciliations ready for review rather than extensive manual processing.
Operational coverage centered on the finance team responsible for daily reconciliation across the firm’s custodial accounts, with Advent TransPort providing configurable feed transformation to reduce bespoke engineering. Governance shifted custodial feed ownership into the SS&C Advent platform and formalized automated reconciliation workflows within the finance operating model. The vendor case study documents that adding Advent Custodial Data and Advent TransPort reduced daily reconciliation time to under ten minutes.
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Buyer Intent: Companies Evaluating SS&C Advent Custodial Data
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FAQ - APPS RUN THE WORLD SS&C Advent Custodial Data Coverage
SS&C Advent Custodial Data is a Financial Consolidation and Close solution from SS&C Advent.
Companies worldwide use SS&C Advent Custodial Data, from small firms to large enterprises across 21+ industries.
Organizations such as Evercore Wealth Management, Eaglebrook Advisors, Manitou Investment Management and Innovest Systems, LLC are recorded users of
SS&C Advent Custodial Data for Financial Consolidation and Close.
Companies using SS&C Advent Custodial Data are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Custodial Data are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Custodial Data across Americas, EMEA, and APAC.
Companies using SS&C Advent Custodial Data range from small businesses with 0-100 employees - 75%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of SS&C Advent Custodial Data 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 Custodial Data customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Financial Consolidation and Close.