List of SS&C Pacer 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 Pacer 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 Pacer 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 Pacer for Portfolio and Investment Management include: Allstate, a United States based Insurance organisation with 55000 employees and revenues of $67.69 billion, Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, Bank of Montreal, a Canada based Banking and Financial Services organisation with 53597 employees and revenues of $25.19 billion, CommBank, a Australia based Banking and Financial Services organisation with 51617 employees and revenues of $20.11 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C Pacer, 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 Pacer 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 |
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Adapt Wealth Management | Banking and Financial Services | 10 | $1M | Australia | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2014 | n/a |
In 2014, Adapt Wealth Management implemented SS&C Pacer as its Portfolio and Investment Management platform. SS&C Pacer is deployed as a web hosted client portal accessible from the firm’s website at https://awmportal.portfoliomanager.net, providing client login and portfolio viewing directly on the public site. This establishes the relationship Adapt Wealth Management SS&C Pacer Portfolio and Investment Management for client reporting and portfolio administration.
Functional implementation centers on client facing portfolio reporting, account level performance views, and advisor administration workflows that align with Portfolio and Investment Management capabilities. The configuration and operational scope are proportionate to a 10 employee advisory firm, with advisory staff responsible for administration and client provisioning through the portal. Governance emphasis is on centralized administration, role based access for advisors and clients, and maintaining the web hosted portal as the primary operational surface.
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AIP Asset Management | Banking and Financial Services | 30 | $40M | Canada | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2019 | n/a |
In 2019, AIP Asset Management deployed SS&C Pacer from SS&C Technologies as its Portfolio and Investment Management application, surfacing the system through the firm’s public website client portal. The SS&C Pacer instance functions as a web-accessible portfolio management platform to centralize portfolio recordkeeping and client reporting for the firm.
The implementation focused on category-aligned capabilities including portfolio accounting, performance measurement, consolidated investor reporting and client portal delivery. Configuration and operationalization emphasized report template setup, data model alignment and role-based user provisioning to support investment management, operations and client servicing within a 30-person Canadian firm.
Operational governance centers on role-based access controls and reporting workflows to manage investor data and distribution from SS&C Pacer, with the application delivered via a web-hosted client portal on the company website. The narrative highlights AIP Asset Management SS&C Pacer Portfolio and Investment Management usage as the central system for portfolio visibility and client-facing reporting.
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Allianz Global Investors US | Banking and Financial Services | 300 | $250M | United States | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2012 | n/a |
In 2012, Allianz Global Investors US implemented SS&C Pacer as a core Portfolio and Investment Management application to centralize accounting and reconciliation workflows. The SS&C Pacer deployment was positioned to support daily reconciliation of asset and cash positions and to provide the operational ledger for booking client subscriptions and redemptions.
Implementation work focused on automated reconciliation capabilities, using SS&C Pacer alongside SS&C RECON for accounts automation and exception handling. Reconciler activities included monitoring daily cash flows and security activity, researching and processing open items, and performing manual reconciliations against third party custodian websites when needed. The program converted accounting activity from Advent APX to SS&C Pacer and transitioned reconciliation processing from Electra STaARS to SS&C RECON, preserving instrument coverage across equities, fixed income, foreign exchange, and derivatives.
Operational scope encompassed reconciliation teams that handled roughly 50 accounts representing approximately $36 billion in assets under management, with coverage spanning offices in Dallas and New York. The deployment changed governance and workflow by establishing a central reconciler function that advised portfolio managers and portfolio assistants, reduced aged items over 10 days, and formalized daily cash and position monitoring for trading and portfolio operations.
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Allstate | Insurance | 55000 | $67.7B | United States | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2023 | n/a |
In 2023 Allstate implemented SS&C Pacer as its Portfolio and Investment Management application. Implementation activity ran from May 2023 to October 2023 and involved Investment Accounting Analyst contributions to business requirements, data cleansing, report configuration, and training support for the investment accounting organization.
The SS&C Pacer deployment focused on investment accounting and reporting capabilities common to the Portfolio and Investment Management category, including monthly and quarterly reconciliations, comprehensive reporting packages, and configured outputs such as MIRs, Watchlists, Duration analytics, and Market Yields. Configuration work emphasized data model alignment and report template setup to support recurring financial close and investment statement workflows.
Operational integration involved connections to existing finance and analytics tooling identified in the engagement. SS&C Pacer was aligned with SAP ERP for financial posting workflows, Tableau for downstream visualization and ad hoc analysis, and Clearwater for reconciliation and data validation functions, enabling staged data ingestion and reconciled position feeds into the SS&C Pacer environment. The primary operational scope covered Allstate’s Investment Accounting team and adjacent finance reporting functions.
Governance and rollout were driven by documented business requirements, structured data cleansing efforts, iterative report configuration sessions, and hands on training workshops. The documented outcome from the engagement included delivered accuracy and timeliness in investment data reporting through detailed reconciliations and the establishment of configured reporting packages in SS&C Pacer, supporting ongoing monthly and quarterly close activities.
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Baird Asset Management | Banking and Financial Services | 5200 | $2.9B | United States | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2020 | n/a |
In 2020, Baird Asset Management implemented SS&C Pacer. SS&C Pacer is deployed as the firm’s Portfolio and Investment Management application for asset management operations supporting private asset management and institutional fixed income teams responsible for approximately $255 billion assets under management.
The implementation centers on performance reporting and reconciliation workflows, with SS&C Pacer used for monthly performance computation across more than 300 separately managed accounts and for investigating and correcting portfolio reconciliation items. The deployment is configured to produce data extracts consumed by SQL based analytics and PowerBI dashboards, enabling the data and analytics team to analyze month to month account value deltas and feed performance reporting processes.
Operational use spans operations, performance reporting, client service, and data analytics teams, with daily operational tasks, reconciliation investigations, and client reporting activities routed through SS&C Pacer alongside Microsoft Excel, Bloomberg, and MSRB platform workflows. SS&C Pacer is integrated into the firm’s data and reporting chains to support downstream visualization and analytic processes rather than isolated manual handling.
Governance and process changes focused on formalizing month end performance calculation and reconciliation ownership within the operations and performance reporting teams, and on instrumenting SS&C Pacer data outputs into repeatable SQL and PowerBI driven reporting. The narrative positions SS&C Pacer as a core Portfolio and Investment Management system at Baird Asset Management supporting operational control, client reporting, and analytics workflows.
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Banking and Financial Services | 53597 | $25.2B | Canada | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2020 | n/a |
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Banking and Financial Services | 711 | $171M | Canada | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 2000 | $300M | Singapore | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2017 | n/a |
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Banking and Financial Services | 50 | $7M | Australia | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2019 | n/a |
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Banking and Financial Services | 51617 | $20.1B | Australia | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2021 | n/a |
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Showing 1 to 10 of 41 entries
Buyer Intent: Companies Evaluating SS&C Pacer
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Pacer. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Pacer for Portfolio and Investment Management include:
- Bloomberg Global, a United Kingdom based Professional Services organization with 10 Employees
- ASN BANK, subsidiary of De Volksbank N.V., a Netherlands based Banking and Financial Services company with 200 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD SS&C Pacer Coverage
SS&C Pacer is a Portfolio and Investment Management solution from SS&C Technologies.
Companies worldwide use SS&C Pacer, from small firms to large enterprises across 21+ industries.
Organizations such as Allstate, Royal Bank of Canada, RBC Wealth Management, Bank of Montreal and CommBank are recorded users of
SS&C Pacer for Portfolio and Investment Management.
Companies using SS&C Pacer are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Pacer are most concentrated in United States, Canada and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Pacer across Americas, EMEA, and APAC.
Companies using SS&C Pacer range from small businesses with 0-100 employees - 46.34%, to mid-sized firms with 101-1,000 employees - 21.95%, large organizations with 1,001-10,000 employees - 17.07%, and global enterprises with 10,000+ employees - 14.63%.
Customers of SS&C Pacer 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 Pacer 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.