List of SS&C Advisorware Customers
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United States
Since 2010, our global team of researchers has been studying SS&C Advisorware 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 Advisorware 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 Advisorware for Portfolio and Investment Management include: SS&C Technologies, a United States based Professional Services organisation with 26800 employees and revenues of $5.88 billion, Wexford Capital, a United States based Professional Services organisation with 860 employees and revenues of $180.0 million, Fundhost, a Australia based Banking and Financial Services organisation with 20 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advisorware, 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 Advisorware 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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Fundhost | Banking and Financial Services | 20 | $5M | Australia | SS&C Technologies | SS&C Advisorware | Portfolio and Investment Management | 2012 | n/a |
In 2012 Fundhost licensed SS&C AdvisorWare to support the launch of its Australian hedge fund administration and back office finance services, deploying SS&C AdvisorWare as a Portfolio and Investment Management application to underpin fund administration offerings. The implementation used SS&C's ASP hosting model and local support in Australia to accelerate provisioning, giving Fundhost a hosted architecture that could scale services for boutique managers. SS&C AdvisorWare was configured to run core administration workloads required for hedge fund servicing within Fundhost's product portfolio.
Configuration emphasized back office finance capabilities aligned with Portfolio and Investment Management systems, including fund accounting, investor accounting, unit pricing and reporting workflows to support hedge fund administration operations. Operational scope was focused on Fundhost's Australian hedge fund administration business and on quickly enabling boutique managers to access outsourced administration through the ASP hosted environment. Governance and operational support depended on SS&C local support for runbook execution, system updates and service provisioning during rollout, enabling Fundhost to offer scalable hedge fund administration quickly to boutique managers.
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SS&C Technologies | Professional Services | 26800 | $5.9B | United States | SS&C Technologies | SS&C Advisorware | Portfolio and Investment Management | 1999 | n/a |
In 1999, SS&C Technologies implemented SS&C Advisorware as a core application within its Portfolio and Investment Management capabilities for its fund administration arm. SS&C Advisorware is used to deliver fund administration, transfer agency and reporting services in the United States, supporting finance and fund operations.
Module usage of SS&C Advisorware at SS&C is described as including portfolio accounting, fund accounting, transfer agency operations and reporting automation, inferred from SS&C's 1999 acquisition of HedgeWare and company disclosures that it uses proprietary software to provide software-enabled fund services. Deployment and operation are managed by SS&C's fund administration organization, aligning application-level Portfolio and Investment Management workflows with operational procedures for accounting, reconciliation and investor reporting.
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Wexford Capital | Professional Services | 860 | $180M | United States | SS&C Technologies | SS&C Advisorware | Portfolio and Investment Management | 1994 | n/a |
In 1994, Wexford Capital implemented SS&C Advisorware in the Portfolio and Investment Management category to support fund accounting, NAV calculation and investor reporting for its hedge fund operations. The deployment used SS&C Advisorware as the core portfolio and partnership accounting platform within Wexford’s United States finance function.
The implementation emphasized functional modules for fund accounting, partnership accounting, NAV calculation and investor reporting, with configuration and workflow support to enable monthly reconciliations and independent valuation verification. SS&C Advisorware provided the accounting and reporting engine that captured pricing inputs and produced investor deliverables.
Operational coverage was centered on fund administration and finance for Wexford’s hedge funds in the United States, aligning accounting, NAV processes and investor reporting under a single Portfolio and Investment Management application. Governance practices incorporated regular reconciliation cycles and independent valuation verification, and the relationship supported increased transparency in pricing, monthly reconciliations and independent valuation verification for Wexford’s hedge funds.
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Buyer Intent: Companies Evaluating SS&C Advisorware
- One River Asset Management, a United States based Banking and Financial Services organization with 32 Employees
- New York State Department of Taxation, a United States based Government company with 4000 Employees
- Battea - Class Action Services, a United States based Professional Services organization with 20 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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