List of SS&C Advent Geneva 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 Geneva 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 Geneva 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 Geneva for Portfolio and Investment Management include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Wells Fargo Global Fund Services, a United States based Banking and Financial Services organisation with 227363 employees and revenues of $73.79 billion, Bank of Communications Trustee, a China based Banking and Financial Services organisation with 91823 employees and revenues of $38.37 billion, Credit Suisse, part of UBS Group, a Switzerland based Banking and Financial Services organisation with 28840 employees and revenues of $23.47 billion, The Bank of New York Mellon, a United States based Banking and Financial Services organisation with 53400 employees and revenues of $17.50 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Geneva, 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 TRM software purchases.
The SS&C Advent Geneva 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 TRM 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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1919 Investment Counsel | Banking and Financial Services | 125 | $20M | United States | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2022 | n/a |
In 2022, 1919 Investment Counsel implemented SS&C Advent Geneva to strengthen its Portfolio and Investment Management capabilities across the firm. The deployment positioned SS&C Advent Geneva as a centralized system to support investment operations, trade support, reconciliation, corporate actions processing, security master management, performance calculations, and fee billing within the investment operations function.
The SS&C Advent Geneva implementation included configuration of functional modules for portfolio accounting workflows, corporate actions processing, and performance analytics, with automation of daily position and transaction reconciliation processes. SS&C Advent Geneva was configured to work within the existing Advent product footprint and to support trading and portfolio management workflows, aligning system configuration with the firm’s procedures for account setup, security master maintenance, and monthly and quarterly client reporting.
Operational coverage for Geneva encompassed the Investment Operations team and provided operational support to Trading and Portfolio Management teams across the firm’s office network in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia, and Vero Beach. The system was deployed to support daily automated workflows and on-call monitoring of workflow failures, complementing the firm’s use of market data and reconciliation tools including FactSet, Bloomberg, and Electra Reconciliation as part of the broader operational ecosystem.
Governance and run book responsibilities were assigned to the Investment Systems and Operations function, with the Investment Systems and Operations Analyst role accountable for ongoing system support, configuration, security master stewardship, and reconciliation oversight. Process standardization focused on centralizing security master procedures, formalizing corporate actions handling, and instituting routine reconciliation and reporting workflows to align SS&C Advent Geneva with existing operational controls and client reporting processes.
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Abu Dhabi Capital Group | Banking and Financial Services | 176 | $50M | United Arab Emirates | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2020 | n/a |
In 2020, Abu Dhabi Capital Group implemented SS&C Advent Geneva to support Portfolio and Investment Management. The rollout addressed the firm s requirement to monitor and evaluate performance of existing investments and to produce daily, weekly and monthly management reports for investment oversight.
SS&C Advent Geneva was configured to manage core portfolio accounting, daily valuation, performance attribution, corporate actions processing and securities transfer workflows, consistent with Portfolio and Investment Management capabilities. Configuration emphasized automated reconciliation for high volumes of multi-asset transactions, scheduled reporting runs for management, and operational runbook support to sustain day to day operations and reporting analysis.
Integrations explicitly included Bloomberg Anywhere for market data and Advent Portfolio Exchange for connectivity and file exchange to brokers and custodians, supporting reconciliation and trade settlement coordination. Operational coverage spanned portfolio traders, investment team members, the Finance department, legal and settlements, enabling ad-hoc analysis, risk reporting and streamlined presentation deck templates for leadership review.
Governance and process changes centered on formalizing KYC and due diligence workflows for brokers, custodians and counterparties, establishing responsibilities for corporate action processing and securities transfers, and coordinating legal documentation required for investment subscriptions. The deployment also centralized reconciliation ownership and created cross functional coordination between deal teams, accounting, corporate legal and custodians to fulfill audit related and reporting requirements in line with investment policy guidelines.
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Alcentra | Banking and Financial Services | 200 | $134M | United Kingdom | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2020 | n/a |
In 2020, Alcentra implemented SS&C Advent Geneva in its Portfolio and Investment Management environment, deploying the application to support fund accounting and valuation workflows. The implementation sat within Fund Control and Data Management and was aligned with a back office program that included outsourcing reconciliations and trade settlement while maintaining an in‑house IBOR function, with a core operational team of six fund controllers and accountants driving the rollout.
The SS&C Advent Geneva implementation focused on portfolio accounting, NAV production and valuation workflows, and was used to construct NAV packs, investor reports, and portfolio and contribution reports. Geneva was configured alongside a customized front end built in Allvue, and the project included significant work on data testing, static data integrity and built in calculations to ensure consistency across reporting outputs.
Integrations and data orchestration extended to Allvue, Everest and BMS as part of a multi‑system reporting stack, and Geneva fed the RAW Reporting and Warehouse Solution for centralized reporting and analytics. The deployment supported automation workstreams such as pricing automation for the Alcentra Pricing Committee, which included automated write ups, data extraction and broker price scraping, and it underpinned day to day Shadow NAV production and TPA interactions.
Governance for the Geneva deployment was embedded in existing operational committees, including the Structured Credit Operational Group and the Technology and Innovation Committee, with observer involvement on the Pricing Committee. The programme included oversight of audits with a focus on custody rule compliance and partial oversight of tax work, and it introduced new workflows for valuation approvals and stakeholder communications across portfolio managers and analysts.
Operational coverage included support for newly launched strategies and funds, ongoing performance reporting, and direct collaboration with PMs and analysts to evolve reporting solutions. SS&C Advent Geneva provided the accounting and valuation backbone within Alcentra’s Portfolio and Investment Management stack and was instrumental in consolidating fund control, reporting and pricing automation efforts.
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APG Asset Management | Banking and Financial Services | 3405 | $962M | Netherlands | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2015 | n/a |
In 2015 APG Asset Management initiated a multi-phase deployment of SS&C Advent Geneva for Portfolio and Investment Management. The engagement in Amsterdam, Netherlands ran from December 2015 through November 2016, and centered on migrating $400 billion of assets onto the Geneva platform to support accounting and portfolio operations.
The implementation encompassed Geneva configuration and data migration workstreams, including migration and reconciliation of more than 10 bank debt portfolios into Geneva NTIER Fund Structures. The project defined and improved the Cash Migration Process, developed a Custom Geneva RSL Extract for cash and position migration, and created and tested migration processes for Mortgage and Asset-Backed Securities. The team analyzed current state and documented future state processes for rollercoaster interest rate swaps and externally managed fixed income products, and executed the migration of all illiquid assets into the platform.
Operational coverage included accounting, daily reconciliation, portfolio operations, and middle office workflows, with specific process design to support NAV reconciliation and period close. SS&C Advent Geneva World Investor was used to create and execute the NAV Reconciliation and Closing Process, embedding Geneva operational terminology and accounting controls into daily reporting. The workstream emphasized position and cash accuracy to align front office records with accounting close procedures.
Program governance included supervision of five business analysts and delivery of ad-hoc Geneva training for APG staff, establishing process ownership and knowledge transfer. The implementation supplied Athens expertise in accounting and Geneva configuration to define daily processes and improve workflow, and produced tested migration artifacts such as RSL extracts and closing runbooks to operationalize ongoing Geneva usage.
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APG Groep | Banking and Financial Services | 4500 | $1.2B | Netherlands | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2014 | n/a |
In 2014, APG Groep implemented SS&C Advent Geneva as its central back office fund accounting platform within the Portfolio and Investment Management category. The deployment established SS&C Advent Geneva as the primary ledger and trade lifecycle orchestrator for institutional portfolios, concentrating on fund accounting controls and trade processing.
Implementation scope included a structured gap analysis against the prior environment, redaction of functional documentation for each financial instrument migrated to SS&C Advent Geneva, and the design of end-to-end trade cycles. Workstreams executed mapping of two chart of accounts into Geneva and performed detailed migration analyses, using SQL for data extraction, transformation and validation to populate positions, balances and transaction histories.
Integrations were coordinated across market data and pricing streams, explicitly interfacing Geneva with Murex for pricing and valuation and with Markit for reference and market data feeds, while aligning accounting outputs with the organizations SAP finance environment for reconciliation and reporting. The technical footprint centered on Geneva as the application core, SQL-based ETL for migration, and valuation integration points to ensure consistent pricing and position data across systems.
Program governance focused on instrument-level functional specifications, standardized trade cycle definitions and documented operational procedures to guide handoffs between trade capture, pricing and accounting teams. The initiative prioritized cross-stream coordination and detailed functional artifacts to operationalize SS&C Advent Geneva for APG Groeps Portfolio and Investment Management business function without prescribing financial outcomes.
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Banking and Financial Services | 644 | $165M | United States | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 3776 | $3.9B | United States | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 220 | $20M | South Africa | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 136 | $65M | United Kingdom | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2004 | n/a |
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Banking and Financial Services | 700 | $120M | Ireland | SS&C Technologies | SS&C Advent Geneva | Portfolio and Investment Management | 2021 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent Geneva
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Geneva. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Geneva for Portfolio and Investment Management include:
- New Vista Society, a Canada based Healthcare organization with 200 Employees
- Aranca, a India based Professional Services company with 27 Employees
- Federal Deposit Insurance Corporation (FDIC), a United States based Government organization with 2025 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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TresVista | Banking and Financial Services | 1500 | $350M | India | 2026-03-27 |
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New Vista Society | Healthcare | 200 | $20M | Canada | 2026-03-22 |
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Aranca | Professional Services | 27 | $3M | India | 2026-03-19 |
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Government | 2025 | $15.7B | United States | 2026-03-18 |
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Healthcare | 25 | $5M | India | 2026-03-16 |
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Professional Services | 120 | $23M | Ireland | 2026-03-13 |
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Communications | 625 | $156M | United States | 2026-03-11 |
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Professional Services | 10 | $1M | United States | 2026-02-11 |
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Education | 4500 | $275M | United States | 2026-01-26 |
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Healthcare | 55 | $1M | United States | 2026-01-25 |
FAQ - APPS RUN THE WORLD SS&C Advent Geneva Coverage
SS&C Advent Geneva is a Portfolio and Investment Management solution from SS&C Technologies.
Companies worldwide use SS&C Advent Geneva, from small firms to large enterprises across 21+ industries.
Organizations such as Citigroup, Wells Fargo Global Fund Services, Bank of Communications Trustee, Credit Suisse, part of UBS Group and The Bank of New York Mellon are recorded users of
SS&C Advent Geneva for Portfolio and Investment Management.
Companies using SS&C Advent Geneva are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Geneva are most concentrated in United States, China and Switzerland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Geneva across Americas, EMEA, and APAC.
Companies using SS&C Advent Geneva range from small businesses with 0-100 employees - 28.68%, to mid-sized firms with 101-1,000 employees - 42.64%, large organizations with 1,001-10,000 employees - 17.83%, and global enterprises with 10,000+ employees - 10.85%.
Customers of SS&C Advent Geneva 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 Geneva 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.