AI Buyer Insights:

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

List of SS&C Portia Customers

SS&C Technologies
Location
80 Lamberton Road,
Windsor, 6095, CT,
United States
Website
https://www.ssctech.com/
Phone
1 860-298-4500
Artw industry
Professional Services
Employee
28800
Revenue
$6.3B

Since 2010, our global team of researchers has been studying SS&C Portia 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 Portia 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 Portia for Portfolio and Investment Management include: Dai-ichi Life Vietnam Fund Management, a Vietnam based Banking and Financial Services organisation with 1300 employees and revenues of $93.88 billion, Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Erste Group Bank, a Austria based Banking and Financial Services organisation with 45942 employees and revenues of $25.10 billion, United Overseas Bank, a Singapore based Banking and Financial Services organisation with 32338 employees and revenues of $10.34 billion, LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion and many others.

Contact us if you need a completed and verified list of companies using SS&C Portia, 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 Portia 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

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Filters
Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Banking and Financial Services 290 $60M United States SS&C Technologies SS&C Portia Portfolio and Investment Management 2017 n/a
Banking and Financial Services 500 $270M United States SS&C Technologies SS&C Portia Portfolio and Investment Management 2003 n/a
Banking and Financial Services 9738 $984M Czech Republic SS&C Technologies SS&C Portia Portfolio and Investment Management 2002 n/a
Banking and Financial Services 1300 $93.9B Vietnam SS&C Technologies SS&C Portia Portfolio and Investment Management 2015 n/a
Insurance 2000 $1.3B Canada SS&C Technologies SS&C Portia Portfolio and Investment Management 2020 n/a
Insurance 860 $197M Canada SS&C Technologies SS&C Portia Portfolio and Investment Management 2010 n/a
Banking and Financial Services 2785 $850M Hungary SS&C Technologies SS&C Portia Portfolio and Investment Management 2002 n/a
Banking and Financial Services 45942 $25.1B Austria SS&C Technologies SS&C Portia Portfolio and Investment Management 2001 n/a
Banking and Financial Services 60 $100M United States SS&C Technologies SS&C Portia Portfolio and Investment Management 2009 n/a
Banking and Financial Services 12000 $4.2B Hong Kong SS&C Technologies SS&C Portia Portfolio and Investment Management 2016 n/a
Showing 11 to 20 of 63 entries

Buyer Intent: Companies Evaluating SS&C Portia

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Portia. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Portia for Portfolio and Investment Management include:

  1. State Street Global Advisors, a United States based Banking and Financial Services organization with 2500 Employees
  2. Federal Deposit Insurance Corporation (FDIC), a United States based Government company with 2025 Employees
  3. Franklin Templeton, a United States based Banking and Financial Services organization with 10300 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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Filters
Logo Company Industry Employees Revenue Country Evaluated
State Street Banking and Financial Services 42000 $12.1B United States 2026-05-12
State Street Global Advisors Banking and Financial Services 2500 $600M United States 2026-05-12
Massachusetts Water Resource Authority Utilities 1205 $350M United States 2026-04-29
Government 2025 $15.7B United States 2026-04-27
Banking and Financial Services 10300 $7.8B United States 2026-02-03
Professional Services 8287 $2.0B United States 2025-11-10
Banking and Financial Services 460 $55M United States 2025-07-23
Banking and Financial Services 27242 $12.6B Japan 2025-03-07
Banking and Financial Services 170 $17M United Kingdom 2024-12-17
Banking and Financial Services 5000 $1.3B Australia 2024-12-09