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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

List of SS&C Advent Portfolio Exchange Customers

SS&C Technologies
Location
80 Lamberton Road,
Windsor, 6095, CT,
United States
Website
https://www.ssctech.com/
Phone
1 860-298-4500
Artw industry
Professional Services
Employee
28800
Revenue
$6.3B

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!

Apply Filters For Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Banking and Financial Services 422 $60M Qatar SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2012 n/a
Banking and Financial Services 58 $10M United Kingdom SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2013 n/a
Banking and Financial Services 279 $100M United Kingdom SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2008 n/a
Banking and Financial Services 150 $90M United Kingdom SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2018 n/a
Banking and Financial Services 30 $7M Canada SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2014 n/a
Banking and Financial Services 85 $21M Saudi Arabia SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2014 n/a
Banking and Financial Services 3500 $500M United Arab Emirates SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2006 n/a
Banking and Financial Services 159 $25M Kuwait SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2019 n/a
Insurance 650 $456M United Arab Emirates SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2014 n/a
Banking and Financial Services 270 $90M Norway SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management 2017 n/a
Showing 31 to 40 of 59 entries

Buyer Intent: Companies Evaluating SS&C Advent Portfolio Exchange

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Portfolio Exchange. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Portfolio Exchange for Portfolio and Investment Management include:

  1. LEAP Legal Software US, a United States based Professional Services organization with 150 Employees
  2. Charles Schwab, a United States based Banking and Financial Services company with 33000 Employees
  3. Islandsbanki hf., a Iceland based Banking and Financial Services organization with 741 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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Filters
Logo Company Industry Employees Revenue Country Evaluated
LEAP Legal Software US Professional Services 150 $15M United States 2026-05-14
Islandsbanki hf. Banking and Financial Services 741 $424M Iceland 2026-04-23
Charles Schwab Banking and Financial Services 33000 $20.7B United States 2026-04-16
Insurance 185 $20M United States 2025-09-14
Insurance 21 $3M United States 2025-07-24
Non Profit 126 $21M United Kingdom 2025-07-20
Banking and Financial Services 146 $132M United States 2025-06-18
Professional Services 25 $3M United States 2025-06-04
Construction and Real Estate 30 $3M India 2025-03-25
Professional Services 30 $3M United States 2025-03-21