List of SS&C HiPortfolio 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 HiPortfolio 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 HiPortfolio 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 HiPortfolio for Portfolio and Investment Management include: Bank West BnP Paribas, a France based Banking and Financial Services organisation with 178000 employees and revenues of $76.46 billion, NedBank, a South Africa based Banking and Financial Services organisation with 25954 employees and revenues of $63.59 billion, Swiss Re Group, a Switzerland based Insurance organisation with 15000 employees and revenues of $46.76 billion, Standard Bank, a South Africa based Banking and Financial Services organisation with 50316 employees and revenues of $10.54 billion, Central Bank of Indonesia, a Indonesia based Banking and Financial Services organisation with 5318 employees and revenues of $6.20 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C HiPortfolio, 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 HiPortfolio 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Acadian Asset Management Singapore | Banking and Financial Services | 30 | $10M | Singapore | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2005 | n/a |
In 2005, Acadian Asset Management Singapore implemented SS&C HiPortfolio to support its investment operations. The deployment used SS&C HiPortfolio for Portfolio and Investment Management to centralize portfolio administration, accounting, and investor reporting for the firm’s Singapore office, aligning portfolio management and operations workflows for a 30 person organization. This implementation positioned SS&C HiPortfolio as the primary system for managing positions, valuations, and performance attribution within the local business unit.
Configuration emphasized modules typical of Portfolio and Investment Management systems, including portfolio accounting, performance measurement, order lifecycle processing, and regulatory reporting, with configurable reporting templates and a standardized data model. Operational coverage included portfolio managers, operations, compliance, and client reporting teams, and governance focused on role based access controls, configuration change controls, and documented reconciliation and reporting procedures. The rollout centralized core investment data and standardized reconciliation workflows to support consistent valuation and reporting practices across the Singapore site.
|
 |
Allan Gray | Banking and Financial Services | 1200 | $500M | South Africa | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2006 | n/a |
In 2006, Allan Gray implemented SS&C HiPortfolio as its Portfolio and Investment Management platform to centralize institutional reporting and portfolio analytics. The deployment focused on the institutional business and reporting teams, and prioritized automated production of analytical, operational and client facing reports.
Configuration emphasized reporting modules, batch maintenance scheduling for automatic execution of reports, and historical reporting capabilities to retain and reproduce prior report outputs. Functional work included portfolio performance and holdings calculations, templated client reporting, data extracts for downstream analysis in Microsoft Excel, and design of report templates used by the institutional desk.
Integrations were built with the firm’s Fundamental System to feed new report requirements and support reconciliation workflows, with exported data consumed by analysts and reporting consumers. Operational coverage spanned institutional client reporting, portfolio analytics, and operations teams, with report cadence and delivery controlled through scheduled batch automation.
Governance and rollout were driven by business analysts who defined batch maintenance processes, historical reporting requirements and report acceptance criteria, enabling phased adoption across reporting workflows. SS&C HiPortfolio was positioned to support Allan Gray Portfolio and Investment Management business functions by standardizing report generation and embedding scheduled report orchestration.
|
 |
Allianz Global Investors US | Banking and Financial Services | 300 | $250M | United States | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2010 | n/a |
In 2010, Allianz Global Investors US implemented SS&C HiPortfolio as a central component of its portfolio accounting and reporting stack. SS&C HiPortfolio was positioned as the primary Portfolio and Investment Management application for client statements, managed assets reporting, and in-house accounting calculations.
The deployment was managed by an internal application owner and senior programmer analyst who acted as subject matter expert, developer, and release owner for HiPortfolio-related workflows. Configuration work included reconciliation routines, automated client presentation and statement generation, and managed assets reporting, with reporting universes designed for Business Objects, Crystal Reports, SQL Server Reporting Services, and Power BI.
Integrations were explicit and operational, HiPortfolio interfaced with the corporate data warehouse through bespoke ETL and interface processes, and a technical solution was developed to load data pushed from the global data warehouse into the regional data warehouse. The implementation also included daily reconciliation processes comparing client accounting data provided by the outsourcing provider Bank of New York against in-house calculations produced by SS&C HiPortfolio, and interfaces were developed to exchange data with third party systems used for portfolio performance calculation, fixed income trading, and revenue management.
Operational governance encompassed coordination with offshore development teams, unit testing and production deployment, impact analysis with vendors and infrastructure teams, and user training and documentation creation. Additional technical scope included migration of an archived Sybase IQ data store to Microsoft SQL Server and development of Excel-based macros and utilities to support reporting and operational workflows.
|
 |
Bank Danamon | Banking and Financial Services | 22794 | $1.1B | Indonesia | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2015 | n/a |
In 2015 Bank Danamon implemented SS&C HiPortfolio as its Portfolio and Investment Management platform to support custody and investment accounting within the Bank Danamon IT Trade Finance and Custody division. The deployment was targeted at custody operations and investment recordkeeping inside Bank Danamon Indonesia, aligning the SS&C HiPortfolio application with enterprise custodial workflows and unit registry interactions.
Configuration focused on portfolio accounting and holdings management capabilities typical of Portfolio and Investment Management solutions, with functional emphasis on position maintenance, valuation and performance reporting, reconciliations, and trade lifecycle capture. SS&C HiPortfolio was configured to support system level workflows for trade processing, position reconciliation, corporate actions handling and unit registry reconciliation consistent with custody operations.
Integrations included explicit linkage to the Avantrade Unit Registry System and internal Custody Support Application, enabling data flows for unit registration and custody servicing. The implementation was integrated into Bank Danamon operational systems to provide consistent portfolio data to trade custody and client reporting processes, with SS&C Technologies acting as the application vendor supporting the integration.
Operational governance and rollout included formal testing and quality assurance disciplines led by the bank testing team, covering system integration testing, user acceptance testing and production support. Testing activities emphasized traceability and defect management with requirements to test case mapping using a requirements traceability matrix, development of test plans, test strategies, regression testing and coordinated resources across business users, operations, IT project teams and vendor contacts.
|
 |
Bank Maybank Indonesia | Banking and Financial Services | 9691 | $592M | Indonesia | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2019 | n/a |
In 2019 Maybank Indonesia deployed SS&C HiPortfolio as a Portfolio and Investment Management platform to expand cross border servicing capability across its investment operations. The deployment targeted wealth management, custody servicing and institutional client servicing functions within the bank, enabling multi jurisdiction processing and multi currency support for client portfolios.
SS&C HiPortfolio was configured to deliver core portfolio management capabilities typical of Portfolio and Investment Management implementations, including portfolio accounting, trade lifecycle management, corporate actions processing, performance measurement and client reporting. Configuration emphasized straight through processing for trade capture and reconciliations, and centralized data models for positions and valuations to support consistent reporting.
Operational coverage concentrated on front to back office workflows for investment operations and private banking, consolidating portfolio data and standardizing valuation runs and reporting cycles across jurisdictions. The implementation extended servicing workflows to support cross border settlement and custody operations while harmonizing corporate action handling and report generation for multi jurisdiction clients.
Governance and process changes established centralized operational controls, role based access and standardized reconciliation and exception management aligned to the Portfolio and Investment Management architecture. SS&C HiPortfolio was instrumented as the primary system of record for portfolio positions and client reporting within the scoped investment functions.
|
 |
|
Banking and Financial Services | 1000 | $100M | Botswana | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2015 | n/a |
|
|
|
|
Banking and Financial Services | 400 | $80M | Hong Kong | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2011 | n/a |
|
|
|
|
Banking and Financial Services | 7861 | $2.6B | Hong Kong | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2018 | n/a |
|
|
|
|
Banking and Financial Services | 4000 | $1.2B | Thailand | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2005 | n/a |
|
|
|
|
Banking and Financial Services | 178000 | $76.5B | France | SS&C Technologies | SS&C HiPortfolio | Portfolio and Investment Management | 2010 | n/a |
|
Showing 1 to 10 of 60 entries
Buyer Intent: Companies Evaluating SS&C HiPortfolio
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C HiPortfolio. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C HiPortfolio for Portfolio and Investment Management include:
- Sohu.com Limited, a China based Professional Services organization with 4900 Employees
- State Street, a United States based Banking and Financial Services company with 42000 Employees
- Demandcurvemarketing, a United States based Professional Services organization with 100 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD SS&C HiPortfolio Coverage
SS&C HiPortfolio is a Portfolio and Investment Management solution from SS&C Technologies.
Companies worldwide use SS&C HiPortfolio, from small firms to large enterprises across 21+ industries.
Organizations such as Bank West BnP Paribas, NedBank, Swiss Re Group, Standard Bank and Central Bank of Indonesia are recorded users of
SS&C HiPortfolio for Portfolio and Investment Management.
Companies using SS&C HiPortfolio are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using SS&C HiPortfolio are most concentrated in France, South Africa and Switzerland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C HiPortfolio across Americas, EMEA, and APAC.
Companies using SS&C HiPortfolio range from small businesses with 0-100 employees - 10%, to mid-sized firms with 101-1,000 employees - 51.67%, large organizations with 1,001-10,000 employees - 30%, and global enterprises with 10,000+ employees - 8.33%.
Customers of SS&C HiPortfolio 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 HiPortfolio customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.