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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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List of SS&C Advent Revenue Center Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Bahl & Gaynor Investment Counsel Banking and Financial Services 100 $31M United States SS&C Technologies SS&C Advent Revenue Center Portfolio and Investment Management 2018 n/a In 2018, Bahl & Gaynor Investment Counsel deployed SS&C Advent Revenue Center as part of its Portfolio and Investment Management platform. The deployment was executed through Advent Outsourcing Services, moving the firm into a managed cloud environment to centralize automated revenue management and invoicing and to support the investment operations function. The SS&C Advent Revenue Center implementation focused on automated revenue capture, invoicing, and reconciliation workflows, and it was provisioned alongside the firm’s existing SS&C Advent suite. Historically the firm progressed from DOS-based Axys to Moxy for trade order management and migrated to Advent Portfolio Exchange APX in 2010, with Advent Revenue Center rounding out the revenue management capabilities within that ecosystem. Operationally the solution was integrated into the firm’s investment operations, finance and trading support processes, with Advent Outsourcing Services providing a one-stop managed services layer. The AOS model consolidated application hosting, proactive 24/7 support, market data handling, reconciliation services and disaster recovery, which reduced in-house reconciliation effort and enabled internal staff redeployment. Governance and operational cadence shifted to a managed update and support model, with the AOS team handling upgrades and platform security to minimize disruption. Reported benefits from the engagement include stronger business continuity and security posture, smoother upgrade cycles, and cost containment on data and reconciliation services while keeping the SS&C Advent Revenue Center at the center of the firm’s Portfolio and Investment Management operations.
DCH Paramus Honda Automotive 83 $20M United States SS&C Technologies SS&C Advent Revenue Center Portfolio and Investment Management 2018 n/a In 2018, DCH Paramus Honda implemented SS&C Advent Revenue Center to support revenue and accounts receivable operations. The application SS&C Advent Revenue Center is categorized as Portfolio and Investment Management and in this deployment it was applied to dealership revenue workflows, with active operational use documented between June 2018 and May 2019 by an Accounts Receivable Specialist in Paramus, NJ. SS&C Advent Revenue Center was used for invoice processing, check deposit recording, title processing, and revenue related reporting including expense and adjustment reports. The deployment supported structured invoice entry and transaction filing workflows, and titles and other revenue documents were processed through Advent as part of the dealership's financial transaction handling. Operational integrations noted in the implementation included direct interaction with the CDK system for vehicle transaction entry and contract records, NDS, JMA&S, and Honda Care for warranty and vehicle coverage registrations, and US Bank for deposit processing. Office productivity integration was evident through MS Office Spark uploads and exports, and communication workflows were supported using WebEx and Skype for senior manager coordination. Governance and workflow design centralized accounts receivable and title processing activities within SS&C Advent Revenue Center, creating a single transactional hub for invoicing, deposits, and adjustment reporting under the dealership finance function. The configuration aligned the application to day to day revenue capture and reconciliation processes managed by the Accounts Receivable team.
Rand Merchant Bank Banking and Financial Services 6000 $422M South Africa SS&C Technologies SS&C Advent Revenue Center Portfolio and Investment Management 2009 n/a In 2009 Rand Merchant Bank implemented SS&C Advent Revenue Center. The SS&C Advent Revenue Center is a Portfolio and Investment Management application deployed to centralize revenue accounting and fee processing across the bank's investment operations. Deployment was executed inside RMB's investment operations technology stack and configured to support fee calculation, revenue recognition, accrual processing and revenue reporting, reflecting common Revenue Center capabilities. Implementation work concentrated on configuring fee schedules, client billing workflows and automated accrual routines to translate transaction-level data into accounting outputs. The SS&C Advent Revenue Center operated alongside Advent APX, RC and Moxy trading systems to consume transactional feeds for revenue calculation. Operational coverage included portfolio management, middle office operations, trading desks and client servicing teams, with service desk and operations teams resolving user queries across the Wealth Portal, Phoenix investment banking and lending application, Hogan mainframe systems, Lotus Notes lending and banking applications and ZBI online banking. Data flows from trading and portfolio systems into the SS&C Advent Revenue Center enabled reconciliation and reporting workflows that supported operational accounting and client billing processes. Governance emphasized centralized operational support and change control for fee schedules and revenue accounting rules, aligning accounting outputs with upstream trading and portfolio sources. The deployment positions SS&C Advent Revenue Center as a core Portfolio and Investment Management component within Rand Merchant Bank's investment technology ecosystem.
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Buyer Intent: Companies Evaluating SS&C Advent Revenue Center

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

  1. Cardinal Capital Management, a Canada based Banking and Financial Services organization with 84 Employees

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FAQ - APPS RUN THE WORLD SS&C Advent Revenue Center Coverage

SS&C Advent Revenue Center is a Portfolio and Investment Management solution from SS&C Technologies.

Companies worldwide use SS&C Advent Revenue Center, from small firms to large enterprises across 21+ industries.

Organizations such as Rand Merchant Bank, Bahl & Gaynor Investment Counsel and DCH Paramus Honda are recorded users of SS&C Advent Revenue Center for Portfolio and Investment Management.

Companies using SS&C Advent Revenue Center are most concentrated in Banking and Financial Services and Automotive, with adoption spanning over 21 industries.

Companies using SS&C Advent Revenue Center are most concentrated in South Africa and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Revenue Center across Americas, EMEA, and APAC.

Companies using SS&C Advent Revenue Center range from small businesses with 0-100 employees - 66.67%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 0%.

Customers of SS&C Advent Revenue Center 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 Revenue Center 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.