List of SS&C Eze Portfolio Management Customers
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United States
Since 2010, our global team of researchers has been studying SS&C Eze Portfolio Management 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 Eze Portfolio Management 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 Eze Portfolio Management for Portfolio and Investment Management include: Bennelong Funds Management, a Australia based Non Profit organisation with 80 employees and revenues of $8.0 million, Spaceship, a Australia based Banking and Financial Services organisation with 45 employees and revenues of $6.0 million, Qqq Capital Management, a Singapore based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Eze Portfolio Management, 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 Eze Portfolio Management 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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Bennelong Funds Management | Non Profit | 80 | $8M | Australia | SS&C Technologies | SS&C Eze Portfolio Management | Portfolio and Investment Management | 2020 | n/a | In 2020, Bennelong Funds Management deployed SS&C Eze Portfolio Management for Portfolio and Investment Management to consolidate multi-boutique operations across its Australian fund managers. The implementation of SS&C Eze Portfolio Management targeted centralized fund accounting and compliance oversight while aligning portfolio operations under a single investment operations platform. Bennelong implemented core components including Eze Portfolio Management & Accounting and Eze Compliance, configuring reconciliation automation, corporate actions processing, post-trade compliance rules, and fund accounting workflows. The deployment emphasized straight-through-processing and reduction of manual touchpoints within portfolio lifecycle processes, using the application to standardize operational and accounting procedures across boutiques. Integrations were focused on connectivity to administrators and custodians in the Australia region, enabling centralized reporting and operational orchestration across external counterparties. The vendor case study reports centralized reporting, reduced manual processes by up to 80 percent in some areas, and improved straight-through-processing and connectivity, reflecting the operational outcomes documented for the SS&C Eze implementation. | |
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Qqq Capital Management | Banking and Financial Services | 20 | $2M | Singapore | SS&C Technologies | SS&C Eze Portfolio Management | Portfolio and Investment Management | 2018 | n/a | In 2018, Qqq Capital Management implemented SS&C Eze Portfolio Management to automate end to end investment workflows for its Singapore based hedge fund. The selection was announced in January 2018 and centered on the SS&C Eze Portfolio Management suite, deploying Portfolio Management and Accounting capabilities known as Eze PMA and an Order Management System. The deployment configured SS&C Eze Portfolio Management with Eze PMA for accounting and shadow accounting, and the Eze OMS for trade capture and execution workflows. Functional capabilities implemented included pre and post trade compliance, risk monitoring, shadow accounting, automated reconciliations, overnight processing, and consolidated reporting to support portfolio, accounting, and compliance workflows in the Portfolio and Investment Management category. Operational scope covered the firm operations in Singapore with platform support for the broader APAC region, and the system was applied across trading, portfolio accounting, compliance, and operations teams. Governance and rollout emphasized institutionalised, scalable infrastructure to enable overnight trading, automated reconciliation, and more efficient reporting across the firm. | |
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Spaceship | Banking and Financial Services | 45 | $6M | Australia | SS&C Technologies | SS&C Eze Portfolio Management | Portfolio and Investment Management | 2023 | n/a | In 2023, Spaceship implemented SS&C Eze Portfolio Management as part of SS&C's Eze Investment Suite to support its Australian investment app business. The deployment was targeted at portfolio and fund accounting functions, with explicit capability goals for balance sheet maintenance, P&L reporting and multi-NAV capability across its managed funds. SS&C Eze Portfolio Management was configured to provide core portfolio management and fund accounting modules, enabling centralized record keeping and NAV support across multiple fund structures. The vendor announcement notes a seamless onboarding experience, and Spaceship will leverage the fund accounting and portfolio management capabilities to manage approximately A$500M across its managed funds, aligning operational control with back-office accounting and portfolio operations. Operational scope focused on back-office finance and investment operations within Spaceship's Australian business, impacting fund accounting, portfolio administration and financial reporting workflows. Governance emphasis centered on consolidating accounting and NAV processes into the SS&C Eze Portfolio Management environment to support continued product growth and ongoing fund servicing. |
Buyer Intent: Companies Evaluating SS&C Eze Portfolio Management
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