List of SS&C Advent Revenue Center Customers
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United States
Since 2010, our global team of researchers has been studying SS&C Advent Revenue Center 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 Revenue Center 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 Revenue Center for Portfolio and Investment Management include: Rand Merchant Bank, a South Africa based Banking and Financial Services organisation with 6000 employees and revenues of $422.0 million, Bahl & Gaynor Investment Counsel, a United States based Banking and Financial Services organisation with 100 employees and revenues of $31.0 million, DCH Paramus Honda, a United States based Automotive organisation with 83 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Revenue Center, 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 software purchases.
The SS&C Advent Revenue Center 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 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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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. | |
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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. | |
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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. |
Buyer Intent: Companies Evaluating SS&C Advent Revenue Center
- Cardinal Capital Management, a Canada based Banking and Financial Services organization with 84 Employees
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