List of SS&C Advent Genesis Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Advent Genesis 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 Genesis 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 Genesis for Portfolio and Investment Management include: Brooks Macdonald, a United Kingdom based Banking and Financial Services organisation with 485 employees and revenues of $161.0 million, Stonehage Fleming, a United Kingdom based Banking and Financial Services organisation with 800 employees and revenues of $49.0 million, Stonehage Fleming South Africa, a South Africa based Banking and Financial Services organisation with 200 employees and revenues of $25.0 million, IBS Capital Allies, a Netherlands based Banking and Financial Services organisation with 80 employees and revenues of $10.0 million, Lincluden Investment Management, a Canada based Banking and Financial Services organisation with 30 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 Genesis, 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 SS&C Advent Genesis 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 data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Agape Mortgage | Banking and Financial Services | 20 | $2M | United States | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2012 | n/a | In 2012, Agape Mortgage implemented SS&C Advent Genesis for Portfolio and Investment Management. The deployment centralized mortgage portfolio and loan servicing processes for the 20-person firm in the United States, aligning the application to manage both conforming and non-conforming mortgage workflows and client-facing document processes. The SS&C Advent Genesis implementation included portfolio accounting, investor and client reporting, document management, and loan servicing configuration, applied to routine activities such as interacting with clients to obtain missing documents, coordinating with lenders, ordering and scheduling appraisals and titles, and reviewing credit reports. Genesis was used as the primary portfolio engine and staff familiarity with Genesis and Cale Mortgage Software Systems informed system configuration, user training, and operational procedures. Operational scope covered underwriting, loan operations, and client service functions within Agape Mortgage, with governance focused on standardizing document workflows and lender coordination to reduce manual handoffs. The rollout emphasized integration of servicing processes with portfolio reporting and document lifecycle management, positioning SS&C Advent Genesis as the central platform for mortgage portfolio administration and investor reporting. | |
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Brooks Macdonald | Banking and Financial Services | 485 | $161M | United Kingdom | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2020 | n/a | In 2020, Brooks Macdonald partnered with SS&C to deploy SS&C Advent Genesis as a core component of its Portfolio and Investment Management technology strategy. The engagement was structured as a consolidation of Brooks Macdonald’s intermediary-focused technology and operational services onto SS&C’s end-to-end wealth platform, with a stated timeline to transition operations to SS&C technology by 2021. The implementation centered on SS&C Advent Genesis, the portfolio management and rebalancing platform, with explicit deployment of integrated order management and investor recordkeeping capabilities. The program also included SS&C Investrack as a digital service layer to improve adviser workflows and client servicing, and configuration work that aligned portfolio construction, model management and rebalancing automation to Brooks Macdonald’s centralised investment capability. Operational coverage targeted Brooks Macdonald’s adviser and trustee business across the United Kingdom and the Channel Islands, consolidating administration functions onto the SS&C stack to create a scalable administration function. The arrangement involved moving a number of Brooks Macdonald operations colleagues into SS&C’s team, and the solution was positioned to support future innovation through a unified technology and operational services model. Governance and rollout emphasized combined technology and operational services, with SS&C responsible for deploying the end-to-end wealth technology stack and supporting adviser experience improvements and client service enhancements. The collaboration explicitly aimed to centralise investment operations, standardise administration processes and provide a platform for future feature expansion, while retaining operational oversight through SS&C’s service model. | |
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Conestoga Capital Advisors | Professional Services | 35 | $5M | United States | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2005 | n/a | In 2005 Conestoga Capital Advisors implemented SS&C Advent Genesis to support Portfolio and Investment Management activities. The firm adopted SS&C Advent Genesis as a cloud based portfolio construction and rebalancing solution to enable portfolio managers to allocate new capital, raise cash, and rebalance client accounts. The implementation centered on Advent Genesis modules for portfolio construction and automated rebalancing, using workflow orchestration to rebalance a large number of client accounts in a short period of time. Operational coverage focused on the portfolio management function, providing remote access so managers can actively manage client accounts and positions whether in or out of the office, and governance changes concentrated on centralizing rebalancing workflows and reducing manual account handling, consistent with the firm’s emphasis on efficiency. | |
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Banking and Financial Services | 40 | $4M | United States | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 80 | $10M | Netherlands | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 30 | $5M | Canada | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2018 | n/a |
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Banking and Financial Services | 800 | $49M | United Kingdom | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2019 | n/a |
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Banking and Financial Services | 200 | $25M | South Africa | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent Genesis
- SS&C Technologies, a United States based Professional Services organization with 26800 Employees
- Pericles Group, a France based Professional Services company with 80 Employees
- Craigs Investment Partners, a New Zealand based Banking and Financial Services organization with 650 Employees
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