List of SS&C GIDS 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 GIDS 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 GIDS for Transfer Agency 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 GIDS for Transfer Agency include: Capital Group, a United States based Banking and Financial Services organisation with 9000 employees and revenues of $8.00 billion, M&G Investments, a United Kingdom based Banking and Financial Services organisation with 2000 employees and revenues of $3.00 billion, Janus Henderson, a United Kingdom based Banking and Financial Services organisation with 2144 employees and revenues of $2.10 billion, Standard Life Aberdeen, a United Kingdom based Banking and Financial Services organisation with 4719 employees and revenues of $1.90 billion, Transamerica Retirement Solutions, a United States based Banking and Financial Services organisation with 6800 employees and revenues of $1.75 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C GIDS, 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 GIDS 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Accordant Investments | Banking and Financial Services | 10 | $3M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
In 2023, Accordant Investments implemented SS&C GIDS to manage Transfer Agency operations for the firm. SS&C GIDS was provisioned as the central Transfer Agency application to handle investor account setup, payment intake, and settlement workflows for Accordant Investments in the United States.
The SS&C GIDS configuration emphasizes investor onboarding and payment processing modules, including wire settlement, check processing rules, account number assignment, and reconciliation workflows. Implementation documentation and operational policy embed strict check acceptance controls, requiring all checks to be in U.S. Dollars drawn on a domestic bank, and prohibiting cash, money orders, third party checks, Treasury checks, credit card checks, traveler’s checks, starter checks, post-dated checks, post-dated online bill pay checks, and any conditional purchase orders or payments. The Fund does not accept cashier’s checks in amounts of less than $10,000, and the transfer agent is configured to apply a $25 returned payment fee against an investor account in addition to any loss sustained by the Fund.
Operational wiring and cash management were implemented with explicit bank routing instructions and settlement requirements, integrating SS&C GIDS workflows with the Fund’s designated banking counterparty at UMB Bank, N.A., using Account Name SS&C GIDS, Inc., As Agent For Accordant Investments LLC, ABA 101000695, DDA 9872657519, Bank Address 1010 Grand Ave Kansas City, MO 64106. Wire intake procedures require an established account before funds are sent, include the Fund name, account number, and investor name in bank instructions, and mandate wired funds be received by 4:00 p.m. Eastern Time to be eligible for same day pricing. The Transfer Agent contact and intake coordination are documented with a client-facing phone line at 888-778-7781 available Monday through Friday 8:00am to 5:00pm Central Time on NYSE business days to advise of intent to wire.
Governance and intake controls were codified to allow the Fund to refuse applications deemed disadvantageous to shareholders, and the implementation enforces the Fund’s stated right to reject any application. Workflow rules within SS&C GIDS reflect these acceptance criteria and fee handling policies, and reconciliation procedures were aligned to ensure correct money application to investor accounts when bank instructions include the Fund name, account number, and investor name.
|
 |
Alternative Credit Income Fund | Banking and Financial Services | 30 | $60M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
In 2023, Alternative Credit Income Fund implemented SS&C GIDS as its transfer agency system, categorized under Transfer Agency. The SS&C GIDS implementation is cited in the Fund prospectus as the c/o address and service provider for shareholder inquiries and statutory document requests, indicating vendor-hosted transfer agent responsibilities and centralized recordkeeping for investor accounts.
Configuration and functional scope centered on standard transfer agency capabilities, including shareholder account recordkeeping, statement and report distribution, fulfillment of prospectus and Statement of Additional Information requests, and shareholder communication channels. SS&C GIDS provided transaction processing workflows for subscriptions and redemptions, dividend and distribution handling, and maintenance of shareholder registers consistent with Transfer Agency operational norms.
Operational coverage included investor relations and shareholder servicing, regulatory support for distribution of the SAI and annual and semi-annual reports, and a dedicated shareholder service channel routed via the Fund website and the listed phone number 1-833-404-4103, with physical correspondence directed to c/o SS&C GIDS, Inc., PO Box 219246, Kansas City, MO 64121-9246 and the overnight address at 430 W 7th Street, Suite 219246, Kansas City, MO 64105-1407. Governance emphasis reflected statutory document fulfillment and orchestration of shareholder inquiry workflows, with SS&C GIDS acting as the contact point referenced in the Fund prospectus and SEC filings.
|
 |
American Beacon Funds | Banking and Financial Services | 100 | $15M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
In 2023, American Beacon Funds implemented SS&C GIDS for Transfer Agency services. The Transfer Agency Services Agreement between SS&C GIDS, Inc. and American Beacon Funds took effect February 1, 2023, and is incorporated by reference to Post-Effective Amendment No. 402 filed March 22, 2023.
The SS&C GIDS deployment focuses on core Transfer Agency capabilities, including shareholder recordkeeping, transaction processing, account maintenance, investor onboarding, distribution and dividend posting, and daily reconciliation workflows. SS&C GIDS was configured to support fund-level investor account lifecycle processes and operational parameterization typical of transfer agency systems, with configuration and workflow orchestration aligned to the funds' operational requirements.
Operational coverage centers on transfer agency operations, shareholder services and compliance functions within American Beacon Funds, bringing fund administration and investor servicing under the vendor service agreement. Governance is established through the Transfer Agency Services Agreement and the associated SEC filing, which define service responsibilities and regulatory reporting obligations for the SS&C GIDS engagement.
|
 |
American Funds Service Company, a Capital Group company | Banking and Financial Services | 50 | $6M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2021 | n/a |
In 2021, American Funds Service Company, a Capital Group company extended its transfer agency relationship with SS&C Global Investor and Distribution Solutions and deployed SS&C GIDS as its Transfer Agency platform. The extension formalizes continued reliance on SS&C GIDS to support American Funds Service Company core transfer agency operations across investor and advisor servicing channels.
SS&C GIDS implementation centers on core recordkeeping capabilities and a suite of investor and advisor-facing digital solutions, with newly enhanced integration tools to accommodate American Funds specialized servicing models. The platform supports standard Transfer Agency workflows including account-level recordkeeping, transaction lifecycle processing, investor communications, advisor portals and regulatory and client reporting, aligned to centralized recordkeeping and digital engagement functions.
The engagement explicitly coexists with SS&C Retirement Solutions for defined contribution recordkeeping services, and American Funds will act as a client partner on SS&C Lyric, SS&C Technologies modernized global recordkeeping initiative. The combination of SS&C GIDS and participation in Lyric positions the architecture for integrated recordkeeping and distribution solutions that enable global client engagement across asset managers, financial advisors, broker-dealers and retirement providers.
The renewal reflects a continuity of operational governance and vendor partnership, extending a multi decade relationship with SS&C and signaling sustained platform-level stewardship of transfer agency processes. American Funds Service Company cites the ability of SS&C GIDS to deliver a consistent, high-quality experience to investors and advisors as an explicit outcome of the engagement.
|
 |
Aperture Investors | Banking and Financial Services | 56 | $10M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
In 2023, Aperture Investors implemented SS&C GIDS to provide Transfer Agency services for the Trust and its affiliated Aperture Funds. SS&C GIDS is deployed as the transfer agent and dividend disbursing agent under a transfer agency agreement with the Trust, establishing a clear vendor relationship for shareholder recordkeeping and distribution processing.
The implementation centers on Transfer Agency functional workflows common to the category, including investor account maintenance, transaction processing for purchases and redemptions, dividend disbursement execution, and shareholder servicing workflows. SS&C GIDS supports dividend disbursing agent duties and the operational controls needed to reconcile investor positions and process shareholder communications.
Operationally the deployment is integrated into the Trusts fund service ecosystem, operating alongside the Administrator that provides administration services under a separate Administration Agreement, the Distributor that receives no fees under its Distribution Agreement, and State Street which serves as custodian. For the period ended June 30, 2023, administration fees charged to specific Aperture funds were recorded as $61,254 for Aperture New World Opportunities Fund, $49,589 for Aperture Endeavour Equity Fund, $64,455 for Aperture Discover Equity Fund, and $58,254 for Aperture International Equity Fund, providing cost context for the broader fund services model.
Governance for these services is exercised through the Trusts board and the Chief Compliance Officer, whose services and fees are paid by the Trust and reviewed by the Board in accordance with SEC regulatory oversight requirements. SS&C GIDS is positioned to handle core Transfer Agency responsibilities within that governance framework, aligning shareholder servicing, dividend disbursement, and transaction recordkeeping with the Trusts existing administration and custody arrangements.
|
 |
|
Banking and Financial Services | 500 | $100M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
|
|
|
|
Banking and Financial Services | 60 | $10M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 250 | $430M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
|
|
|
|
Banking and Financial Services | 619 | $60M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 15 | $2M | United States | SS&C Technologies | SS&C GIDS | Transfer Agency | 2023 | n/a |
|
Showing 1 to 10 of 57 entries
Buyer Intent: Companies Evaluating SS&C GIDS
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C GIDS. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C GIDS for Transfer Agency include:
- Serenity House Monroe, a United States based Healthcare organization with 575 Employees
- Barco's Accounting and Tax Service, a United States based Professional Services company with 75 Employees
- Teamdigital Promotions, a United States based Professional Services organization with 50 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
 |
Serenity House Monroe | Healthcare | 575 | $90M | United States | 2026-03-24 |
|
Barco's Accounting and Tax Service | Professional Services | 75 | $7M | United States | 2026-03-19 |
 |
Teamdigital Promotions | Professional Services | 50 | $10M | United States | 2026-02-04 |
|
|
Banking and Financial Services | 317233 | $180.6B | United States | 2026-01-13 |
|
|
Distribution | 1000 | $114M | United States | 2025-12-31 |
|
|
Non Profit | 10 | $1M | United States | 2025-12-29 |
|
|
Professional Services | 4900 | $836M | China | 2025-12-18 |
|
|
Professional Services | 8287 | $2.0B | United States | 2025-08-27 |
|
|
Banking and Financial Services | 50 | $5M | United Kingdom | 2025-07-22 |
|
|
Professional Services | 170 | $20M | India | 2024-08-01 |
FAQ - APPS RUN THE WORLD SS&C GIDS Coverage
SS&C GIDS is a Transfer Agency solution from SS&C Technologies.
Companies worldwide use SS&C GIDS, from small firms to large enterprises across 21+ industries.
Organizations such as Capital Group, M&G Investments, Janus Henderson, Standard Life Aberdeen and Transamerica Retirement Solutions are recorded users of
SS&C GIDS for Transfer Agency.
Companies using SS&C GIDS are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C GIDS are most concentrated in United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C GIDS across Americas, EMEA, and APAC.
Companies using SS&C GIDS range from small businesses with 0-100 employees - 35.09%, to mid-sized firms with 101-1,000 employees - 42.11%, large organizations with 1,001-10,000 employees - 22.81%, and global enterprises with 10,000+ employees - 0%.
Customers of SS&C GIDS 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 GIDS customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Transfer Agency.