List of SS&C Advent Rules Manager Customers
SS&C Technologies
80 Lamberton Road,
Windsor, 6095, CT,
United States
Windsor, 6095, CT,
United States
1 860-298-4500
Professional Services
28800
$6.3B
Since 2010, our global team of researchers has been studying SS&C Advent Rules Manager 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 Rules Manager for Trading Platform 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 Rules Manager for Trading Platform include: Emirates Nbd United Arab Emirates, a United Arab Emirates based Banking and Financial Services organisation with 25400 employees and revenues of $8.28 billion, KBank, a Thailand based Banking and Financial Services organisation with 18795 employees and revenues of $6.48 billion, Pareto Asset Management, a Norway based Banking and Financial Services organisation with 270 employees and revenues of $90.0 million, London & Capital, a United Kingdom based Banking and Financial Services organisation with 150 employees and revenues of $90.0 million, SHUAA Capital, a United Arab Emirates based Banking and Financial Services organisation with 125 employees and revenues of $72.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Rules Manager, 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 Rules Manager 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 |
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Brown Capital Management | Banking and Financial Services | 36 | $5M | United States | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2015 | n/a |
In 2015, Brown Capital Management implemented SS&C Advent Rules Manager as a Trading Platform. The SS&C Advent Rules Manager is configured to generate and distribute monthly and quarterly reports from various systems such as Advent Rules and AVA, centralizing rule-based report production and scheduling across the firm. The deployment focused on reporting and operations workflows, providing a single rules engine to standardize portfolio-level reporting logic and orchestrate recurring report runs.
Implementation emphasized functional modules typical of Trading Platform deployments, including a rules engine for conditional report logic, a scheduling engine for monthly and quarterly cadences, data mapping and normalization capabilities for multi-source aggregation, and role-based access with audit logging to support governance. Integrations explicitly include Advent Rules and AVA, enabling the Rules Manager to pull normalized data and drive consolidated report generation. Operational governance centered on centralized scheduling, defined report ownership, and approval workflows to manage monthly and quarterly distribution cycles.
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Disciplined Growth Investors | Banking and Financial Services | 19 | $5M | United States | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2019 | n/a |
In 2019, Disciplined Growth Investors implemented SS&C Advent Rules Manager as part of its Advent solution set, embedding the SS&C Advent Rules Manager into a Trading Platform configuration to strengthen trading compliance and rule-driven order controls. The deployment sits alongside Advent Portfolio Exchange and Moxy, reflecting a suite approach to portfolio, client, and trading operations within the firms operational hub.
The implementation configured the SS&C Advent Rules Manager rules engine to encode client- and mandate-level trading restrictions, providing automated pre-trade and post-trade validation and increased visibility into the trading workflow. Configuration work emphasized recurring task orchestration and automated report generation, and dashboards surfaced summary and portfolio level metrics for daily operations, performance review, contributions, and distributions.
Integrations were explicitly centered on Advent Portfolio Exchange and Moxy, with Rules Manager feeding compliance checks into the trade order workflow managed through Moxy and APX serving as the operational hub for client information and reporting. Operational scope covered client service, operations, compliance, and information technology teams at the Minneapolis based registered investment advisor, consolidating client relationship intelligence and operational data for cross-team access.
Governance changes institutionalized client knowledge via APX recordkeeping and centralized task scheduling, while Advent Rules Manager addressed a rising volume of institutional trading restrictions by formalizing rule creation and enforcement within trading processes. Outcomes reported in the case study include faster month-end and quarter-end reporting driven by APX automation, and improved management of client restrictions and trading visibility attributed to Rules Manager and the integrated Advent suite.
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Emirates Nbd United Arab Emirates | Banking and Financial Services | 25400 | $8.3B | United Arab Emirates | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2010 | n/a |
In 2010, Emirates Nbd United Arab Emirates implemented SS&C Advent Rules Manager as part of a Trading Platform upgrade. The engagement provided technical assistance from the bank’s environment perspective to deploy and validate the Advent 14.1 suite, explicitly covering APX 14.1, Moxy 14.1, ARM 14.1 and Tradex 14.1 within the bank's operational estate.
The implementation centered on SS&C Advent Rules Manager configuration and rule orchestration, aligning rule execution with trade processing and reporting workflows typical of a Trading Platform. Engineers configured rule libraries and event-driven processing, and extended the solution with bank-specific logic where standard product settings did not meet control or reporting requirements.
Custom logic and reporting was designed and integrated using Advent product public SQL views and procedures, including both standard procedures and CES-written procedures. Integration work remained within the Advent data model and SQL surface to surface business rules and report feeds into front-to-back trading, middle office reconciliation, and regulatory reporting processes.
All activities were executed from the bank environment perspective, focusing on configuration, testing and procedural integration rather than third party system substitutions. Emirates Nbd United Arab Emirates SS&C Advent Rules Manager Trading Platform implementation therefore concentrated on operationalizing rule automation and report generation through Advent public views and procedures to support trading and control functions.
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KBank | Banking and Financial Services | 18795 | $6.5B | Thailand | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2019 | n/a |
In 2019, KBank implemented SS&C Advent Rules Manager as part of its Trading Platform to centralize trading compliance and automated rule enforcement across trading, middle office, and compliance functions. The deployment targeted the institutionalization of client and mandate restrictions, using rule authoring to codify restrictions and to provide an auditable control layer that sits at the trade decision point. The project emphasized governance of rule lifecycles and operational separation of duties between rule authors and rule operators.
KBank configured SS&C Advent Rules Manager to deliver core capabilities expected of a trading compliance engine, including policy authoring, pre-trade validation, post-trade checks, exception routing, and a centralized rule repository for versioning and audit trails. Implementation work focused on building template-based rules, test sandbox validation, and scheduled rule execution to support intraday and end-of-day compliance checks, together with role based access controls to limit rule changes to authorized compliance personnel. Automation was applied to reduce manual intervention in trade validations and to produce consistent exception records for remediation workflows.
Technically the solution was integrated into the bank’s trade lifecycle and order workflows to ensure rule decisions informed execution and settlement steps, and to provide upstream visibility for relationship managers and downstream visibility for operations. Operational scope included trading desks, compliance teams, and middle office operations in Thailand, with governance processes established for rule approval, audit logging, and documented exception handling procedures. The implementation narrative centers on strengthening mandate adherence and compliance visibility within KBank’s Trading Platform while formalizing rule governance and operational runbooks.
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Lincluden Investment Management | Banking and Financial Services | 30 | $5M | Canada | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2018 | n/a |
In 2018 Lincluden Investment Management implemented SS&C Advent Rules Manager as part of a broader deployment of SS&C Advent's Trading and Compliance Suite, aligning the firm with a Trading Platform designed to support automated compliance and trade orchestration. The deployment bundled SS&C Advent Rules Manager with Moxy for trade order management and Advent Genesis for cloud-based portfolio construction, rebalancing, and trade creation, establishing a cohesive front-to-back trading topology.
The implementation configured Advent Rules Manager to perform automated pre-trade and post-trade compliance checking across modeled accounts, while Moxy served as the order management channel and Advent Genesis handled portfolio modeling, rebalancing logic, and trade generation workflows. Advent Genesis was noted for being fast and highly scalable for account rebalancing and trade creation, and the solution emphasized standard functional capabilities for rebalancing automation, model-driven trade generation, and rule-based compliance enforcement.
Integrations were explicit and operationally significant, with the suite connected to Advent Portfolio Exchange APX and SSCNet for trade matching and settlement orchestration. The architecture combined cloud-hosted portfolio processing from Advent Genesis with on-premise or hosted order flow via Moxy and compliance gating through Advent Rules Manager, enabling streamlined trade flow from model to market and tighter integration with APX and SSCNet for downstream matching.
Governance and rollout followed a collaborative vendor-client pathway, Lincluden went live with the SS&C Advent trading and compliance suite in June 2018, and the firms worked iteratively to resolve issues during implementation. The client engaged directly with the Genesis product team to influence upcoming features, and reported that the implementation process was smooth overall with prompt vendor responsiveness when issues were identified.
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Banking and Financial Services | 150 | $90M | United Kingdom | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2018 | n/a |
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Banking and Financial Services | 270 | $90M | Norway | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2017 | n/a |
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Banking and Financial Services | 30 | $10M | United Kingdom | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2018 | n/a |
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Banking and Financial Services | 25 | $4M | United States | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2010 | n/a |
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Banking and Financial Services | 125 | $72M | United Arab Emirates | SS&C Technologies | SS&C Advent Rules Manager | Trading Platform | 2013 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent Rules Manager
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Rules Manager. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Rules Manager for Trading Platform include:
- Perfutil Technologies, a Ireland based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Perfutil Technologies | Professional Services | 10 | $1M | Ireland | 2024-07-06 |
FAQ - APPS RUN THE WORLD SS&C Advent Rules Manager Coverage
SS&C Advent Rules Manager is a Trading Platform solution from SS&C Technologies.
Companies worldwide use SS&C Advent Rules Manager, from small firms to large enterprises across 21+ industries.
Organizations such as Emirates Nbd United Arab Emirates, KBank, Pareto Asset Management, London & Capital and SHUAA Capital are recorded users of
SS&C Advent Rules Manager for Trading Platform.
Companies using SS&C Advent Rules Manager are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Rules Manager are most concentrated in United Arab Emirates, Thailand and Norway, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Rules Manager across Americas, EMEA, and APAC.
Companies using SS&C Advent Rules Manager range from small businesses with 0-100 employees - 46.15%, to mid-sized firms with 101-1,000 employees - 38.46%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 15.38%.
Customers of SS&C Advent Rules Manager 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 Rules Manager customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trading Platform.