List of SS&C Client Relationship Management (CRM) Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Client Relationship Management (CRM) 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 Client Relationship Management (CRM) for CRM and Investor Relationship 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 Client Relationship Management (CRM) for CRM and Investor Relationship Management include: First Merchants Private Wealth Advisors, a United States based Banking and Financial Services organisation with 2187 employees and revenues of $520.0 million, The Portfolio Strategy Group, a United States based Banking and Financial Services organisation with 15 employees and revenues of $12.0 million, Portfolio Solutions, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Client Relationship Management (CRM), 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 Client Relationship Management (CRM) 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
First Merchants Private Wealth Advisors | Banking and Financial Services | 2187 | $520M | United States | SS&C Technologies | SS&C Client Relationship Management (CRM) | CRM and Investor Relationship Management | 2024 | n/a | In 2024, First Merchants Private Wealth Advisors implemented SS&C Client Relationship Management (CRM) as part of SS&C Trust Suite, a cloud-delivered deployment that bundled Black Diamond, InnoTrust accounting, and Salentica Elements CRM. The implementation aligns First Merchants Private Wealth Advisors SS&C Client Relationship Management (CRM) with the CRM and Investor Relationship Management category to support private banking and trust operations across Indiana, Ohio and southeast Michigan. The deployment organized distinct functional modules, with Salentica Elements CRM providing client relationship management and householding, Black Diamond delivering portfolio reporting and consolidated performance reporting, and InnoTrust handling trust accounting and fiduciary ledger capabilities. Configuration work focused on unifying client records, standardizing reporting templates, and establishing data model mappings between CRM, reporting, and trust accounting components to enable consistent client-facing reporting and account-level workflows. Architecture was cloud-first, with the SS&C Trust Suite components integrated within a single cloud delivery model to reduce silos between client data, portfolio reporting, and trust accounting. Operational coverage targeted private banking and trust teams, consolidating client relationship management, portfolio reporting, and trust operations onto a single platform to support regional advisory and fiduciary processes across the specified states. Governance and process changes emphasized centralized record ownership, consolidated reporting governance, and workflow standardization for client onboarding and trust administration. The vendor selection and integrated design were implemented to improve operational efficiency, scalability and a unified client experience as stated in the implementation announcement. | |
 |
Portfolio Solutions | Banking and Financial Services | 10 | $3M | United States | SS&C Technologies | SS&C Client Relationship Management (CRM) | CRM and Investor Relationship Management | 2019 | n/a | In 2019, Portfolio Solutions implemented SS&C Client Relationship Management (CRM) to extend its SS&C footprint and unify client data. The deployment is categorized as CRM and Investor Relationship Management and was scoped to support the companys registered investment advisor business and client servicing workflows. The implementation layered Salentica Data Broker alongside the Black Diamond Wealth Platform to integrate CRM and portfolio data, with SS&C Client Relationship Management (CRM) acting as the central relationship record. Configuration focused on consolidating client records and account level portfolio data, enabling a unified client profile and a 360-degree view of relationships and holdings, while aligning security controls around consolidated data flows. Integrations explicitly connected the firmsp Salesforce CRM to SS&C integrations through Salentica Data Broker, creating an integration layer that synchronized relationship metadata and portfolio positions. Operational coverage centered on client servicing and advisor workflows for the RIA business, with governance oriented to centralized data brokerage and consolidated client records to support servicing and advisory processes. | |
 |
The Portfolio Strategy Group | Banking and Financial Services | 15 | $12M | United States | SS&C Technologies | SS&C Client Relationship Management (CRM) | CRM and Investor Relationship Management | 2021 | n/a | In 2021, The Portfolio Strategy Group implemented SS&C Client Relationship Management (CRM), adopting SS&C Salentica's cloud based CRM. The deployment is categorized as CRM and Investor Relationship Management and targeted the firm's advisory and client engagement workflows. The implementation centralized client contact records and linked portfolio information to individual client profiles. Functional capabilities implemented included contact management, portfolio linking, opportunity and pipeline tracking, activity logging, and cloud enabled remote access to support distributed advisory work. Integrations were explicitly configured with Microsoft Outlook to synchronize email and calendar items with client records, and with Charles Schwab to surface custody and account data alongside CRM profiles. Those integrations enabled unified contact to account linkage and supported client communications, portfolio referencing, and prospecting workflows. Operational scope covered the firm, supporting client servicing and business development for high net worth clientele and enabling remote and satellite office workflows. Governance emphasis aligned to standardizing client records and workflow orchestration across advisors, consistent with the firm’s intent to improve client servicing and grow the prospective client pipeline. |
Buyer Intent: Companies Evaluating SS&C Client Relationship Management (CRM)
- FIS, a United States based Professional Services organization with 60000 Employees
- SS&c Technologies Holdings, a United States based Professional Services company with 8287 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||