List of SS&C Advent General Ledger Exchange Customers
SS&C Technologies
80 Lamberton Road,
Windsor, 6095, CT,
United States
Windsor, 6095, CT,
United States
1 860-298-4500
Professional Services
26800
$5.9B
Since 2010, our global team of researchers has been studying SS&C Advent General Ledger 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 purchased SS&C Advent General Ledger Exchange 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 General Ledger Exchange for Portfolio and Investment Management include: Advent Software, a United States based Professional Services organisation with 1500 employees and revenues of $400.0 million, SHUAA Capital, a United Arab Emirates based Banking and Financial Services organisation with 125 employees and revenues of $72.0 million, Emirates International Investment, a United Arab Emirates based Banking and Financial Services organisation with 100 employees and revenues of $30.0 million, European Reliance Asset Management, a Greece based Banking and Financial Services organisation with 35 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent General Ledger 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 software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Advent Software | Professional Services | 1500 | $400M | United States | SS&C Technologies | SS&C Advent General Ledger Exchange | Portfolio and Investment Management | 2018 | n/a |
In 2018, Advent Software implemented SS&C Advent General Ledger Exchange as a Portfolio and Investment Management application to centralize general ledger data exchange for its finance and portfolio accounting functions. The deployment targeted Advent Software’s professional services finance organization in the United States and was positioned to standardize ledger feeds between investment accounting and downstream financial reporting processes.
The SS&C Advent General Ledger Exchange implementation included configuration of GL mapping and transformation capabilities, scheduled journal export and posting workflows, validation and exception handling rules, and audit trail instrumentation. The deployment leveraged role based access controls and segregation of duties for finance and operations users, and incorporated chart of accounts mapping and transaction tagging to align portfolio transactions with corporate accounting structures.
Operational coverage aligned to Advent’s finance, portfolio accounting, and operations teams, with the environment operating alongside Advent’s managed Oracle E-Business Suite Rel 11.5.10.2 and related infrastructure. Integration design emphasized batch and file based ledger exchange orchestration typical of Portfolio and Investment Management implementations, centralized reconciliation handoffs, and automated posting pipelines to existing on premises financial systems.
Governance established formal reconciliation and sign off workflows, configuration change controls, and standardized validation rules to support monthly close and audit readiness. The SS&C Advent General Ledger Exchange implementation was instrumented for traceability and process governance to support consistent ledger exchange across Advent Software’s investment accounting operations.
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Emirates International Investment | Banking and Financial Services | 100 | $30M | United Arab Emirates | SS&C Technologies | SS&C Advent General Ledger Exchange | Portfolio and Investment Management | 2005 | n/a |
In 2005, Emirates International Investment implemented SS&C Advent General Ledger Exchange. The SS&C Advent General Ledger Exchange was deployed to support Portfolio and Investment Management at the 100 employee United Arab Emirates financial services firm, aligning the application to core investment accounting and ledger workflows.
Deployment was executed alongside an IT build out that included purchasing and implementing servers and operating systems, designing main office infrastructure, and implementing Active Directory and file management, which provided centralized authentication and document storage for ledger artifacts. Configuration work emphasized general ledger posting controls, accounting period close orchestration, and interfaces for investment accounting entries consistent with Portfolio and Investment Management functional requirements.
The implementation was integrated into a broader Advent ecosystem that included Advent APX and Moxy for front and middle office investment data flows, and GLX for generalized ledger consolidation. Market data and analytic linkages referenced in the program included Reuters and Bloomberg, and risk and private equity workflows were connected conceptually to RizkLab and the Davigold private equity application, supporting investment operations, accounting, middle office, risk, and private equity functions.
Governance and operationalization were driven by an internal IT department stand up, recruitment of IT staff, and rollout across multiple offices with ongoing support for end user services such as email, internet, backup, and printing. Change control centered on established IT ownership for configuration, file management, and operational support, with GLX positioned as the authoritative ledger engine within the firm’s Portfolio and Investment Management technology stack.
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European Reliance Asset Management | Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent General Ledger Exchange | Portfolio and Investment Management | 2015 | Finvent |
In 2015 European Reliance Asset Management implemented SS&C Advent General Ledger Exchange as part of a broader move to a unified Portfolio and Investment Management platform. The deployment, delivered with implementation partner Finvent, formed a front-to-back operating platform for the Athens based asset manager that already used Advent products in its technology stack and sought to eliminate time consuming spreadsheet processes.
The implementation configured SS&C Advent General Ledger Exchange alongside Advent Portfolio Exchange APX and Moxy order management to provide integrated portfolio accounting, order management, performance measurement and automated reporting capabilities. SS&C Advent General Ledger Exchange was deployed as the general ledger interface to Advent’s portfolio accounting functions, enabling ledger posting and reconciliation workflows and supporting configurable reporting and close processes.
KlarityRisk Paragon was implemented and tightly integrated with APX to provide advanced Value at Risk calculation, stress testing, back testing and scheduled simulation runs, with Paragon automatically retrieving positions from APX and returning risk metrics and combined reports. Operational coverage included fund accounting, private portfolio management, high net worth investor and shareholder records, and linked front office order flows through Moxy into APX and GLX, impacting portfolio management, operations, finance, risk and compliance functions.
Governance and process change centralized bookkeeping and reporting workflows, introduced scheduled risk execution and exceptions handling, and eliminated many manual spreadsheet driven procedures. The implementation team emphasized configurability and certified support to minimize workflow interruption, and the integrated platform was positioned to scale to additional assets and clients while improving operational efficiency, client servicing capacity and risk management controls.
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Banking and Financial Services | 125 | $72M | United Arab Emirates | SS&C Technologies | SS&C Advent General Ledger Exchange | Portfolio and Investment Management | 2013 | n/a |
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FAQ - APPS RUN THE WORLD SS&C Advent General Ledger Exchange Coverage
SS&C Advent General Ledger Exchange is a Portfolio and Investment Management solution from SS&C Technologies.
Companies worldwide use SS&C Advent General Ledger Exchange, from small firms to large enterprises across 21+ industries.
Organizations such as Advent Software, SHUAA Capital, Emirates International Investment and European Reliance Asset Management are recorded users of
SS&C Advent General Ledger Exchange for Portfolio and Investment Management.
Companies using SS&C Advent General Ledger Exchange are most concentrated in Professional Services and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent General Ledger Exchange are most concentrated in United States, United Arab Emirates and Greece, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent General Ledger Exchange across Americas, EMEA, and APAC.
Companies using SS&C Advent General Ledger Exchange range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 0%.
Customers of SS&C Advent General Ledger Exchange 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 General Ledger Exchange 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.