List of SS&C Advent PPM Customers
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Since 2010, our global team of researchers has been studying SS&C Advent PPM 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 PPM for Project Portfolio 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 PPM for Project Portfolio Management include: Cox Media Group, a United States based Media organisation with 55000 employees and revenues of $21.00 billion, Sterling Investment Advisors, Ltd., a United States based Banking and Financial Services organisation with 50 employees and revenues of $5.0 million, Camelotta Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent PPM, 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 PPM software purchases.
The SS&C Advent PPM 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 PPM 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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Camelotta Advisors | Banking and Financial Services | 10 | $1M | United States | SS&C Technologies | SS&C Advent PPM | Project Portfolio Management | 2012 | n/a | In 2012, Camelotta Advisors deployed SS&C Advent PPM as their Project Portfolio Management solution. The small United States advisory firm with ten employees used SS&C Advent PPM to analyze performance and identify key risks across client portfolios, and to operationalize rebalancing strategies for client accounts. The implementation targeted portfolio oversight and monitoring as the primary business function. Camelotta configured SS&C Advent PPM to leverage portfolio analytics, risk analytics, performance attribution and rebalancing workflow capabilities common to Project Portfolio Management platforms. The configuration emphasized portfolio-level reporting and automated rebalancing rule sets, enabling analysts and portfolio managers to execute and document rebalancing decisions within the Advent portfolio management environment. SS&C Advent PPM was used to standardize the review cadence for client accounts and to centralize portfolio decisioning artifacts. Operational scope covered the investment advisory team and client-facing portfolio management processes, with governance focused on documented rebalancing rules and routine portfolio risk reviews. Workflows were adjusted to route performance and risk outputs from SS&C Advent PPM into advisor review cycles and decision notes, creating an auditable trail of rebalancing actions. The firm’s stated outcome from the deployment was improved analysis of portfolio performance and key risks across clients and the deployment of systematic rebalancing strategies. | |
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Cox Media Group | Media | 55000 | $21.0B | United States | SS&C Technologies | SS&C Advent PPM | Project Portfolio Management | 2008 | n/a | In 2008 Cox Media Group implemented SS&C Advent PPM, adopting Project Portfolio Management to formalize program oversight in its Atlanta operations and to bring structured governance to its syndication arm. The deployment placed SS&C Advent PPM at the center of scheduling and analysis workflows, and added audience analysis as an explicit responsibility within project and program management for syndication initiatives. Following the Atlanta pilot, Cox expanded the PPM analysis framework company wide in 2009, extending SS&C Advent PPM driven workflows across regional teams. The implementation embedded audience analytics into portfolio selection, workstream prioritization, and scheduling processes, aligning syndication management with resource allocation and program-level reporting typical of Project Portfolio Management solutions. Operational scope included centralized oversight of nationwide distribution for the Neal Boortz and Clark Howard shows to hundreds of affiliates, shifting commercial and distribution functions to a PPM governed model. Governance changes redefined responsibilities for the syndication arm, institutionalized PPM methodologies across sites, and resulted in a new revenue stream for Cox Media Group as a direct outcome of the expanded distribution and analysis capability. | |
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Sterling Investment Advisors, Ltd. | Banking and Financial Services | 50 | $5M | United States | SS&C Technologies | SS&C Advent PPM | Project Portfolio Management | 2015 | n/a | In 2015, Sterling Investment Advisors, Ltd. implemented SS&C Advent PPM, deploying a Project Portfolio Management solution to centralize portfolio oversight. The initiative focused on tracking portfolio performance and producing client review deliverables, aligning investment operations and client reporting in a small 50-person advisory environment. SS&C Advent PPM was configured to support core portfolio management workflows, performance measurement, and standardized performance reporting used in client review meetings. Operational coverage included investment management, portfolio analytics, and client service functions, with governance centered on a regular client review cadence and standardized report outputs. The deployment emphasized using SS&C Advent PPM for performance tracking and participation in client review forums, reflecting an implementation oriented toward portfolio visibility and client-facing reporting. |
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