List of SS&C Advent Portfolio Exchange Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Advent Portfolio 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 Portfolio 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 Portfolio Exchange for Portfolio and Investment Management include: Dubai Holding, a United Arab Emirates based Professional Services organisation with 20000 employees and revenues of $45.74 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, Alpha Bank, a Greece based Banking and Financial Services organisation with 10528 employees and revenues of $2.94 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Portfolio 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 ERP Services and Operations software purchases.
The SS&C Advent Portfolio Exchange 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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1919 Investment Counsel | Banking and Financial Services | 125 | $20M | United States | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2022 | n/a | In 2022, 1919 Investment Counsel implemented SS&C Advent Portfolio Exchange as its Portfolio and Investment Management application. The deployment established a centralized platform to support portfolio accounting and investment operations across the firm’s offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. SS&C Advent Portfolio Exchange was configured to support core modules including portfolio accounting, position and transaction processing, corporate actions processing, security master setup and maintenance, performance calculations, fee billing, and trade support. The implementation included automated workflow orchestration for daily accounting and reporting tasks, and configuration work to enable reconciliation and performance analytics consistent with portfolio management and client reporting needs. Operational integrations explicitly include daily position and transaction reconciliation between the Advent Portfolio Exchange platform and custodian banks, with workflows monitored by investment operations staff. The platform supports handoffs and operational coordination with Trading and Portfolio Management teams, and is used to produce monthly and quarterly client reports, while analysts monitor automated workflows and provide on-call support for workflow failures. Governance and process changes centered on the Investment Systems and Operations role, which provides daily support, system configuration, reconciliation oversight, security master maintenance, and continuous procedure development to drive workflow improvements. The implementation impacts Investment Operations, Trading, Portfolio Management, and Client Reporting functions, and the firm requires staff familiarity with Advent suite products, reconciliation tools, market data sources, and GIPS considerations as part of operational governance. | |
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Abu Dhabi Islamic Bank | Banking and Financial Services | 8000 | $2.5B | United Arab Emirates | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2008 | n/a | In 2008, Abu Dhabi Islamic Bank implemented SS&C Advent Portfolio Exchange. The 2008 deployment, delivered by SS&C Technologies, targeted Portfolio and Investment Management workflows across Treasury, Trading, Wealth Management and the ADIB Securities unit. SS&C Advent Portfolio Exchange was configured to support portfolio accounting, trade lifecycle processing, order capture and client reporting consistent with Portfolio and Investment Management systems. The implementation included Advent TRADEX for front-office order and execution capture alongside APX for portfolio processing and accounting. Configuration emphasized reconciliation and settlement workflow orchestration to align trading and wealth management operations. Integrations were explicit, operationally linking APX and TRADEX to the bank's market and risk systems. The deployment interfaced with SUNGARD Ambit QUANTUM and RISK for treasury quantitative and risk functions, Thomson Reuters and BLOOMBERG for trading and market data, and KnowledgeNet TradeNet for brokerage operations. These integrations supported end-to-end trade flow from front-office execution through middle-office risk checks to back-office settlement. Operational ownership rested with the Treasury and Trading teams and the wealth management organization, with a Senior Treasury and Trading solutions Specialist providing full ADVENT support from January 2008 to June 2010. Governance centered on runbook-driven day-to-day operations and trading system stewardship across ADIB Securities, with role-based support covering trading system maintenance and brokerage processing. | |
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Ahli United Bank B.S.C | Banking and Financial Services | 3227 | $1.0B | Bahrain | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2017 | n/a | In 2017 Ahli United Bank B.S.C implemented SS&C Advent Portfolio Exchange as its core Portfolio and Investment Management application. The deployment positioned SS&C Advent Portfolio Exchange to support investment accounting and portfolio operations within the bank's investment management function. The implementation was managed under Business Applications Administration and touched a broad application landscape, including OPICS, Euronet, AS400, AML, MMM, 3D secure, APX Advent, IVR, TMS X RTGS, BCTS, EFTS, DocSafe and SWIFT. Configuration emphasis included portfolio accounting, trade lifecycle processing, reconciliation workflows and reporting consistent with Portfolio and Investment Management best practices, while on premise operational tasks covered backup and restore operations and maintaining data media. Integration work explicitly tied SS&C Advent Portfolio Exchange to payments and settlements channels such as SWIFT, EFTS and TMS X RTGS, to custody and core banking interfaces via OPICS and AS400, and to document and channel systems via DocSafe, Euronet and IVR. Operational coverage included investment operations, treasury and back office processing, with the application feeding reconciliation and AML screening workflows through the bank's AML and MMM systems. Governance and operational model remained in the Business Applications Administration domain, with responsibilities for project management, change control, backup and restore procedures and ongoing data media maintenance. The deployment narrative emphasizes integration orchestration and application lifecycle operations rather than endpoint scale or financial outcomes. | |
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Banking and Financial Services | 30 | $5M | United Arab Emirates | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 9 | $1M | United Kingdom | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2008 | n/a |
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Banking and Financial Services | 30 | $20M | Norway | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 10528 | $2.9B | Greece | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2001 | Finvent |
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Banking and Financial Services | 40 | $5M | United Kingdom | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 4206 | $2.3B | Saudi Arabia | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2011 | n/a |
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Banking and Financial Services | 30 | $3M | United States | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent Portfolio Exchange
- Starkweather & Shepley Insurance Brokerage, a United States based Insurance organization with 185 Employees
- Marshall & Sterling Upstate, a United States based Insurance company with 21 Employees
- Chartered Management Institute, a United Kingdom based Non Profit organization with 126 Employees
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