List of SS&C Modestspark Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Modestspark 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 Modestspark for Customer Engagement 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 Modestspark for Customer Engagement include: Sol Capital Management Company, a United States based Banking and Financial Services organisation with 18 employees and revenues of $2.0 million, Alpha Advisory, a United States based Government organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Modestspark, 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 Modestspark 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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Alpha Advisory | Government | 10 | $1M | United States | SS&C Technologies | SS&C Modestspark | Customer Engagement | 2019 | n/a | In 2019, Alpha Advisory deployed SS&C Modestspark as a branded client portal on the advisoryalpha.com domain to support US clients. The SS&C Modestspark implementation is categorized as Customer Engagement and centers on a client portal module and a document management module, delivering wealth reporting, interactive performance visuals, consolidated reporting, and a secure document vault for client file exchange. The deployment is provisioned as a vendor hosted portal and aligns with Modestspark integration patterns described in SS&C and Advent product documentation, enabling connectivity into advisory reporting workflows. Governance and operational controls focus on client authentication, role based access controls, secure document access, and advisor driven report distribution, supporting client service, advisory operations, and compliance workflows while improving client engagement and self service. | |
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Sol Capital Management Company | Banking and Financial Services | 18 | $2M | United States | SS&C Technologies | SS&C Modestspark | Customer Engagement | 2018 | n/a | In 2018, Sol Capital Management Company implemented SS&C ModestSpark as a Customer Engagement application to provide a client access portal and document vault. SS&C ModestSpark is used to deliver client reporting and document retrieval for wealthy and high net worth clients through the firm portal login. The deployment is manifested as a ModestSpark-powered client access portal accessible via the firm URL, supporting authenticated client sessions, portfolio report viewing, and secure document retrieval. Functional capabilities implemented align with Customer Engagement workflows, including a document vault, client reporting presentation, and advisor-facing portal components referenced in SS&C product materials. Operational scope centers on client-facing wealth management functions in the United States, connecting portfolio reporting workflows with controlled document distribution. Governance emphasizes client access controls and document retention and retrieval workflows, and SS&C ModestSpark is described in product materials as integrating with advisor portals and reporting workflows, modernizing client engagement in the United States. |
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