List of SS&C Advent Custodial Data Customers
San Francisco, 94103, CA,
United States
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.
The SS&C Advent Custodial Data 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 software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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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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Banking and Financial Services | 30 | $7M | Canada | SS&C Advent | SS&C Advent Custodial Data | Financial Consolidation and Close | 2014 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent Custodial Data
- FIS, a United States based Professional Services organization with 60000 Employees
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