List of SS&C Pacer Customers
Windsor, 6095, CT,
United States
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 48580 employees and revenues of $18.66 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 | Insight Source |
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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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Insurance | 55000 | $67.7B | United States | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2023 | n/a |
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Banking and Financial Services | 5200 | $2.9B | United States | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2020 | n/a |
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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 | 48580 | $18.7B | Australia | SS&C Technologies | SS&C Pacer | Portfolio and Investment Management | 2021 | n/a |
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Buyer Intent: Companies Evaluating SS&C Pacer
- 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
- Tamiami Airport Business Association United States, a United States based Non Profit organization with 10 Employees
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