List of SS&C Advent Genesis 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 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 |
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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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CPS Investment Advisors | Banking and Financial Services | 40 | $4M | United States | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2016 | n/a |
In 2016, CPS Investment Advisors adopted SS&C Advent Genesis to address rapid client and account growth at the Lakeland Florida wealth management firm. CPS Investment Advisors implemented SS&C Advent Genesis as a Portfolio and Investment Management solution to scale front office portfolio operations across retail and high net worth households. At the time the firm managed roughly 2,300 households and more than 4,000 accounts, creating a need to automate portfolio maintenance and trading workflows.
Genesis was deployed as a born in the cloud platform providing model management, portfolio construction, order generation, and exception based drift detection. Advent Genesis automates identification of portfolios drifting out of alignment, isolates sources of drift, and supports bulk rebalancing and order creation at scale, capable of rebalancing well over 1,000 accounts per minute. The platform condensed trade creation workflows from hours to minutes by pulling restriction rules into model and trade settings and producing calculated, execution ready outputs.
CPS had long standing use of SS&C Advent Axys and Moxy prior to adopting Genesis, and the firm participated as an early beta test client providing product feedback that informed feature development. Operational scope centered on the investment team, portfolio managers and traders responsible for retail and high net worth client portfolios, supporting growth without immediate headcount expansion. The cloud delivery model also ensured frequent functionality enhancements and updates were available without a customer led upgrade cycle.
Governance evolved toward exception based management and automated workflows, reducing the need to review each portfolio manually and enabling more consistent alignment with stated strategies. Outcomes reported by CPS include reduced portfolio drift measured in standard deviation of returns, the ability to execute a high volume of trades during stressed market windows in March and April 2020, and deferral of additional portfolio hires for four years with estimated savings documented in the case study. SS&C Advent Genesis remains the core Portfolio and Investment Management application for CPS Investment Advisors front office operations.
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IBS Capital Allies | Banking and Financial Services | 80 | $10M | Netherlands | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | 2016 | n/a |
In 2016, IBS Capital Allies moved its IT infrastructure and back-office operations onto SS&C Advent’s Advent Outsourcing Services AOS platform, shifting responsibility for hosting, monitoring, and infrastructure maintenance to the vendor. The deployment consolidated multiple on-premise servers into a vendor-hosted environment with dual site disaster recovery across London and Stockholm and near follow-the-sun operations monitoring, improving operational stability and simplifying maintenance for the firm.
IBS Capital Allies implemented a full suite of SS&C Advent solutions for Portfolio and Investment Management, including portfolio management, reporting, trading, portfolio construction and rebalancing, a client portal, Advent Market Data AMD for pricing and security information, Advent Portfolio Data APD for account-level data, and SS&C Advent Genesis as the cloud-based trade order creation platform. The configuration was upgraded to the latest technology releases at the time, enabling daily performance measurement by security rather than monthly by asset class and supporting more flexible reporting by sector, industry, asset class, and period.
Operational integrations were implemented with custodians via direct APD connections, and with Bloomberg pricing feeds routed through AMD, which reduced the need for IBS staff to chase missing files and simplified adding new custodian interfaces. The environment also included managed services for back-office processing, introduced in the third quarter of 2017, where a dedicated SS&C Advent team took on reconciliations and daily processing tasks, accelerating issue detection and reducing the time to surface reconciliation exceptions by about one hour.
Governance and workflow changes centered on outsourcing continuity and expertise, with SS&C Advent providing monitoring, incident handling, and specification governance for optimal product operation. The move produced clearer audit trails, improved dashboard visibility into reconciliation status and remediation steps, and offered potential cost avoidance on headcount through scalable managed services. Future operational plans described by the firm include deploying a state-of-the-art reporting package and streamlining end-to-end client onboarding and information flows within the SS&C Advent ecosystem.
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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
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Genesis. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Genesis for Portfolio and Investment Management include:
- Pericles Group, a France based Professional Services organization with 80 Employees
- Craigs Investment Partners, a New Zealand based Banking and Financial Services company with 650 Employees
- Wevee, a United Kingdom based Automotive organization with 20 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD SS&C Advent Genesis Coverage
SS&C Advent Genesis is a Portfolio and Investment Management solution from SS&C Technologies.
Companies worldwide use SS&C Advent Genesis, from small firms to large enterprises across 21+ industries.
Organizations such as Brooks Macdonald, Stonehage Fleming, Stonehage Fleming South Africa, IBS Capital Allies and Lincluden Investment Management are recorded users of
SS&C Advent Genesis for Portfolio and Investment Management.
Companies using SS&C Advent Genesis are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Genesis are most concentrated in United Kingdom, South Africa and Netherlands, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Genesis across Americas, EMEA, and APAC.
Companies using SS&C Advent Genesis range from small businesses with 0-100 employees - 62.5%, to mid-sized firms with 101-1,000 employees - 37.5%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of SS&C Advent Genesis 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 Genesis 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.