List of SS&C Advent Moxy 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 Moxy 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 Moxy for Trade Order Management System (TOMS) 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 Moxy for Trade Order Management System (TOMS) include: Becton Dickinson, a United States based Healthcare organisation with 72000 employees and revenues of $21.80 billion, First Abu Dhabi Bank, a United Arab Emirates based Banking and Financial Services organisation with 7500 employees and revenues of $8.61 billion, Emirates Nbd United Arab Emirates, a United Arab Emirates based Banking and Financial Services organisation with 25400 employees and revenues of $8.28 billion, FNB South Africa, a South Africa based Banking and Financial Services organisation with 29000 employees and revenues of $5.00 billion, First Horizon Bank, a United States based Banking and Financial Services organisation with 7373 employees and revenues of $3.42 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Moxy, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Albemarle Asset Management | Banking and Financial Services | 9 | $1M | United Kingdom | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2008 | n/a |
In 2008, Albemarle Asset Management implemented SS&C Advent Moxy, deploying a Trade Order Management System (TOMS) to support its London based investment advisory and portfolio management activities. The firm also implemented Advent Portfolio Exchange as its portfolio management solution, establishing a paired trade order and portfolio management environment for order execution and post trade position management.
The SS&C Advent Moxy implementation centered on core trade order management capabilities typical of the Trade Order Management System (TOMS) category, including centralized order capture, order lifecycle tracking, allocation workflows and a consolidated trade blotter. Integration between SS&C Advent Moxy and Advent Portfolio Exchange was used to synchronize orders, allocations and position updates, enabling portfolio accounting and investment decisioning to reference executed trades.
Operational scope focused on the investment management and advisory functions within the London office, with the implementation consolidating trading workflow and portfolio reconciliation between front office order desks and portfolio management. Governance emphasis was placed on standardizing order entry, allocation controls and trade reconciliation processes to align risk reduction priorities with the companys capital preservation mandate.
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Alpha Bank | Banking and Financial Services | 10528 | $2.9B | Greece | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2001 | Finvent |
In 2001, Alpha Bank implemented SS&C Advent Moxy, deploying SS&C Advent Moxy as its Trade Order Management System (TOMS) across private banking and asset management divisions. The rollout expanded from an initial Axys deployment into a full scale implementation, with licenses and permissions scaled to over 100 users supporting portfolio modeling, trade order management, CRM and web based wealth management communication.
The implementation included the Moxy trade order management module alongside portfolio management and APX CRM modules, enabling consolidated wealth management reporting and client relationship workflows. Configurations emphasized automatic allocation between trading, portfolio management and portfolio accounting, and straight through processing so that once a portfolio manager enters a trade there is no additional manual input.
Finvent served as the implementation partner and integrated the Advent solution with Alpha Bank’s accounting system, shareholders registry, banking systems and other back office systems to provide end to end trade lifecycle coverage. The program also included a migration path from Axys to APX, and a rearchitecture of the IT center into multiple IT centers with separate test, quality assurance and production environments to establish a Business Continuity Plan for Private Banking and Asset Management.
Operational scope covered portfolio managers, account officers, financial planners, operations staff and advisors, changing day to day governance by centralizing client data in APX CRM and consolidating transaction reporting to a single source of truth. Process changes focused on automating proposals, streamlining trade order management and settlement workflows, and reducing manual reconciliation touch points to allow advisors to spend more time on client proposals and relationship management.
Explicit outcomes reported by Alpha include an 80 percent reduction in operating costs per year, a six hundred percent return on investment over the stated period, flawless trading accuracy with no trade errors reported over six years, simplified audit processes through consolidated transaction visibility, enhanced product and service offerings and improved employee morale.
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Alpima | Banking and Financial Services | 40 | $5M | United Kingdom | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2015 | n/a |
In 2015, Alpima implemented SS&C Advent Moxy as part of a Trade Order Management System (TOMS) deployment. The London based advisory firm selected SS&C Advent Moxy alongside Advent Portfolio Exchange (APX) to support its digital advisory platform serving professional and institutional clients.
The implementation focused on core TOMS capabilities, including centralized order management, trade capture and lifecycle processing, automated trade allocation and settlement instruction generation, and configurable pre trade and post trade controls. SS&C Advent Moxy was configured to provide trade blotter visibility, role based approval workflows, and operational parameterization aligned to Alpima business rules and client account structures.
Integration scope explicitly included Advent Portfolio Exchange APX, with SS&C Advent Moxy acting as the order management and trade orchestration layer feeding portfolio accounting and client reporting processes in APX. Operational coverage spanned trading, portfolio management and operations teams in Alpima’s London advisory office, linking order workflows to custody and downstream reconciliation executed via APX.
Governance and rollout emphasized standardized order workflows and centralized trade orchestration to support the firm’s digital advisory platform, with configuration and user roles tailored to a 40 person advisory firm. The deployment of SS&C Advent Moxy reinforced controlled trade workflow, auditability and alignment between front office order handling and APX driven reporting.
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Arab National Bank | Banking and Financial Services | 4206 | $2.3B | Saudi Arabia | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2011 | n/a |
In 2011, Arab National Bank implemented SS&C Advent Moxy as a Trade Order Management System (TOMS) to support its Advent mutual fund initiative for in-house fund operations. The implementation targeted fund order lifecycle management for the bank, aligning SS&C Advent Moxy with mutual fund processing and operational control at Arab National Bank in Saudi Arabia.
Configuration work centered on core Trade Order Management System (TOMS) capabilities, including order capture and validation, allocation workflows, trade lifecycle processing, and compliance rule automation. SS&C Advent Moxy was configured to enforce fund-specific order routing and allocation logic, and to standardize operational workflows for portfolio and operations teams.
Operational scope focused on mutual fund operations and middle-office functions within the bank, with the deployment designed to centralize order handling and to support portfolio managers and operations staff. The project narrative emphasizes integration into existing operational workflows rather than naming specific external systems, reflecting category-aligned order management and lifecycle orchestration practices.
Project governance and rollout followed a structured project management approach, with planning and execution oversight, development of a detailed project plan, and active monitoring of team activities. Deliverables required secure acceptance and approval from the Project Sponsor and stakeholders, and project communications included status reporting, risk management, escalation handling, and adherence to delivery schedules and SLA parameters to maintain client satisfaction.
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Ashburton Investments | Banking and Financial Services | 220 | $20M | South Africa | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2016 | n/a |
In 2016, Ashburton Investments implemented SS&C Advent Moxy within the Trade Order Management System (TOMS) category as part of a broader SS&C Advent Geneva, Moxy and TradeX deployment. The project was positioned as a digitization effort to migrate wealth clients portfolios and mutual funds onto the SS&C | Advent product suite for Ashburton Investments in South Africa.
The implementation centered on trade order management and trade lifecycle orchestration typical of Trade Order Management System (TOMS) platforms, including order entry, allocation, position keeping and settlement workflow configuration. SS&C Advent Moxy was configured alongside Geneva and TradeX components to support portfolio data models, fund accounting touchpoints and middle office processing consistent with TOMS functional workflows.
Integration work used Java for custom interfaces and Microsoft SQL Server Integration Services SSIS for ETL and batch data movement, while Microsoft SQL Server Reporting Services SSRS was used for report creation and operational reporting. Market data integration linked Global Exchanges market data services through Bloomberg to feed pricing and reference information into the SS&C | Advent suite.
Operational scope emphasized wealth management and mutual funds operations, impacting portfolio management, trading operations, middle office and reporting processes. The program included data migration of client portfolios into SS&C Advent Moxy and governance adjustments to align order management and reporting workflows with the Advent suite and the new trade processing architecture.
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Banking and Financial Services | 80 | $10M | United States | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2016 | n/a |
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Banking and Financial Services | 100 | $31M | United States | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2018 | n/a |
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Healthcare | 72000 | $21.8B | United States | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2021 | n/a |
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Banking and Financial Services | 100 | $42M | United Kingdom | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2016 | n/a |
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Banking and Financial Services | 19 | $5M | United States | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2019 | n/a |
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Showing 1 to 10 of 37 entries
Buyer Intent: Companies Evaluating SS&C Advent Moxy
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Moxy. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Moxy for Trade Order Management System (TOMS) include:
- SEI Investments, a United States based Banking and Financial Services organization with 5061 Employees
- Preyer GmbH, a Germany based Professional Services company with 140 Employees
- Data Maelumat, a India based Professional Services organization with 170 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 Moxy Coverage
SS&C Advent Moxy is a Trade Order Management System (TOMS) solution from SS&C Technologies.
Companies worldwide use SS&C Advent Moxy, from small firms to large enterprises across 21+ industries.
Organizations such as Becton Dickinson, First Abu Dhabi Bank, Emirates Nbd United Arab Emirates, FNB South Africa and First Horizon Bank are recorded users of
SS&C Advent Moxy for Trade Order Management System (TOMS).
Companies using SS&C Advent Moxy are most concentrated in Healthcare and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Moxy are most concentrated in United States, United Arab Emirates and South Africa, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Moxy across Americas, EMEA, and APAC.
Companies using SS&C Advent Moxy range from small businesses with 0-100 employees - 48.65%, to mid-sized firms with 101-1,000 employees - 27.03%, large organizations with 1,001-10,000 employees - 13.51%, and global enterprises with 10,000+ employees - 10.81%.
Customers of SS&C Advent Moxy 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 Moxy customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trade Order Management System (TOMS).