List of SS&C Advent TradeX Customers
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Since 2010, our global team of researchers has been studying SS&C Advent TradeX 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 TradeX for Trade Order Management System (TOMS) 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 TradeX for Trade Order Management System (TOMS) 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, Abu Dhabi Islamic Bank, a United Arab Emirates based Banking and Financial Services organisation with 8000 employees and revenues of $2.48 billion, Sparebanken Vest, a Norway based Banking and Financial Services organisation with 759 employees and revenues of $521.1 million, Oman Insurance Company, a United Arab Emirates based Insurance organisation with 650 employees and revenues of $456.2 million, Handelsbanken Norway, a Norway based Banking and Financial Services organisation with 709 employees and revenues of $437.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent TradeX, 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 TradeX 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 |
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Abu Dhabi Islamic Bank | Banking and Financial Services | 8000 | $2.5B | United Arab Emirates | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2008 | n/a |
In 2008, Abu Dhabi Islamic Bank implemented SS&C Advent TradeX. The deployment targeted Trade Order Management System (TOMS) capabilities to centralize trade capture and order lifecycle management across Treasury, trading desks, wealth management, and the ADIB Securities unit.
The SS&C Advent TradeX installation included standard TOMS functional modules such as trade capture, order management and routing, allocation and allocation reconciliation, position keeping and settlement processing, and workflow controls for trade approval and exception handling. The bank provided full operational support for Advent TradeX alongside Advent APX for wealth management accounting as part of a combined Advent solution set used by the wealth teams.
Operational integration and co‑existence were explicit components of the implementation, with TradeX operating in an environment that interacted with SunGard Ambit QUANTUM and RISK for Treasury operations, Thomson Reuters and BLOOMBERG for market data and trading workflows, and KnowledgeNet TradeNet for the trading brokerage business. These named systems were part of the trading and treasury technology footprint that surrounded TradeX during day to day operations.
Governance centered on the bank’s trading systems team, with a Senior Treasury and Trading Solutions Specialist providing hands on support from January 2008 to June 2010, and operational ownership assigned to the trading and ADIB Securities units. Workflow responsibilities were defined between trading, treasury operations, settlement, and wealth management to ensure coordinated order processing and operational support for the Trade Order Management System (TOMS) implementation.
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Alfred Berg Norway | Banking and Financial Services | 30 | $20M | Norway | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2012 | n/a |
In 2012 Alfred Berg Norway implemented SS&C Advent TradeX as its Trade Order Management System (TOMS). The deployment targeted trading, middle-office and operations functions for the firm’s Norway office, configuring SS&C Advent TradeX to manage trade capture, order management, allocations and lifecycle events within a compact 30-employee operational footprint.
The implementation configured core TradeX modules for front-office order routing, trade capture and automated allocations, along with compliance controls and trade audit trails typical of a Trade Order Management System (TOMS). Configuration emphasized role based access, pre and post trade validation workflows, and reconciliation capabilities to support operational control and settlement processes.
Deployment included integration with SS&C APX as part of the post-trade and accounting workflow, aligning TradeX trade feeds to accounting and reporting processes. Architectural design focused on a single-site operational topology, with TradeX serving as the central order management engine and APX handling downstream post-trade processing and record keeping.
Governance and rollout followed a phased operational cutover, sequencing trading desks first, then middle-office reconciliation and operations, supported by user training and documented workflow handoffs. Implementation preserved auditability and regulatory controls through TradeX’s transaction history and configurable compliance checks.
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Ashburton Investments | Banking and Financial Services | 220 | $20M | South Africa | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2016 | n/a |
In 2016, Ashburton Investments implemented SS&C Advent TradeX as part of a broader SS&C | Advent Geneva, Moxy and TradeX deployment. The SS&C Advent TradeX deployment served as the core Trade Order Management System (TOMS) to support the firm’s wealth client portfolios and mutual funds operations.
The implementation bundled SS&C | Advent Geneva, Moxy and TradeX modules, with Geneva providing portfolio accounting and position management, Moxy supporting order lifecycle orchestration and execution workflow, and TradeX acting as the trade order management engine. Configurations focused on trade capture, allocation, position posting and reconciliation flows, and report templates were established to align portfolio and fund accounting rules with existing operational processes.
Integrations were executed using Java for application-level connectivity and Microsoft SQL Server Integration Services for batch ETL and data synchronization, while Microsoft SQL Server Reporting Services was used for report creation and distribution. Market data and exchange feeds were integrated through Bloomberg to provision Global Exchanges market data services for pricing and valuation support across Geneva and TradeX.
Operational scope targeted wealth management, fund administration and trading operations, enabling digitization to migrate client portfolios and mutual funds into the SS&C | Advent product suite. Governance workstreams included configuration governance, data migration sequencing and report validation, with phased rollout across operational teams to align trade workflow, accounting rules and reporting outputs.
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Banking and Financial Services | 25400 | $8.3B | United Arab Emirates | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2010 | n/a |
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Banking and Financial Services | 600 | $120M | South Africa | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2017 | n/a |
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Banking and Financial Services | 709 | $437M | Norway | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2010 | n/a |
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Insurance | 650 | $456M | United Arab Emirates | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2014 | n/a |
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Banking and Financial Services | 270 | $90M | Norway | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2017 | n/a |
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Banking and Financial Services | 759 | $521M | Norway | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2012 | n/a |
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Banking and Financial Services | 50 | $20M | Qatar | SS&C Technologies | SS&C Advent TradeX | Trade Order Management System (TOMS) | 2009 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent TradeX
- APG Groep, a Netherlands based Banking and Financial Services organization with 4500 Employees
- Savings Banks Group, a Finland based Banking and Financial Services company with 1300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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