List of SS&C Recon Customers
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United States
Since 2010, our global team of researchers has been studying SS&C Recon 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 Recon 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 Recon for Portfolio and Investment Management include: Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Allianz Global Investors US, a United States based Banking and Financial Services organisation with 300 employees and revenues of $250.0 million, British Columbia Investment Management, a Canada based Banking and Financial Services organisation with 711 employees and revenues of $171.0 million, Florida State Board of Administration, a United States based Banking and Financial Services organisation with 200 employees and revenues of $45.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Recon, 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 Recon 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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Allianz Global Investors US | Banking and Financial Services | 300 | $250M | United States | SS&C Technologies | SS&C Recon | Portfolio and Investment Management | 2012 | n/a | In 2012, Allianz Global Investors US implemented SS&C Recon as part of its Portfolio and Investment Management environment. The deployment targeted daily and monthly reconciliation of asset and cash positions, covering roughly 50 accounts representing approximately $36 billion assets under management, with operational coordination between the Dallas and New York offices. SS&C Recon was configured to run automated account reconciliation and exception management workflows, including cash reconciliation, position reconciliation, and booking of client subscriptions and redemptions. The implementation supported reconciliation across equities, fixed income, foreign exchange, and derivatives, while continuing manual reconciliation against third party custodian websites for select accounts. The reconciliation architecture integrated SS&C Recon with SS&C PACER during a parallel accounting conversion from Advent APX to SS&C PACER, and the reconciliation program moved from Electra STaARS to SS&C RECON for centralized processing. Operational data flows combined internal accounting feeds with external custodian data to populate reconciler engines and exception queues. Governance changes established centralized reconciliation ownership and structured research and remediation workflows, with daily monitoring of cash flows and security activity and a liaison role between Dallas and New York operations. The operational team researched, corrected, and processed open items through SS&C Recon workflows, and explicitly reduced all aged items over 10 days. | |
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British Columbia Investment Management | Banking and Financial Services | 711 | $171M | Canada | SS&C Technologies | SS&C Recon | Portfolio and Investment Management | 2016 | n/a | In 2016, British Columbia Investment Management implemented SS&C Recon as part of its Portfolio and Investment Management stack. The deployment targeted reconciliation and investment accounting workflows across portfolio managers, Derivative Operations, and Investment Accounting teams, and was configured on SS&C Recon version 7.1. Configuration work centered on custody feed ingestion and transaction reconciliation, enabling SS&C Recon to read new Custodian data and support swaps and transaction and security load workflows. Senior Programmer Analyst contributions included developing Excel front-end integrations used by portfolio managers, and authoring scripts and SQL-based processes for data validation and automated report generation. The implementation was integrated into the broader execution environment using SQL Server for data persistence, Crystal Reports for formatted outputs, and the enterprise scheduler Active Batch to orchestrate nightly reconciliations and report automation. Operational connectivity and support were coordinated with adjacent investment systems including Credit Manager, Factset, PC Bond, Bloomberg Port+, and PACER as part of the reconciliation and data supply chain. Governance and rollout activities emphasized standardizing reconciliation workflows, automating report distribution for Investment Accounting, and aligning data transformation rules for downstream consumption. The effort also supported an Investment Risk project by enriching data and automating feeds into MSCI BarraOne, which reduced the number of rejections and improved data accuracy. | |
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Florida State Board of Administration | Banking and Financial Services | 200 | $45M | United States | SS&C Technologies | SS&C Recon | Portfolio and Investment Management | 2015 | n/a | In 2015, Florida State Board of Administration implemented SS&C Recon, a Portfolio and Investment Management application. The deployment was executed on-premise using a VMware ESX virtualized server estate running Windows Server and SQL Server, supported by Nimble Storage SAN and Dell EqualLogic SAN arrays, and enterprise networking and firewall infrastructure consistent with institutional operations. SS&C Recon was configured to provide automated reconciliation workflows, exception management, position and cash matching, and reconciliation reporting consistent with Portfolio and Investment Management operations. The implementation used SQL Server as the operational datastore and integrated with Active Directory Domain Services for authentication and group policy control, while leveraging existing infrastructure components such as IIS and email services for notifications and operational alerts. Operational ownership and support followed an IT tiered model, with an IT Infrastructure Supervisor providing third level escalation and advising tier 1 and 2 teams during rollout and steady state operations. The system operated alongside other in-scope technologies familiar to the environment, and primary business functions impacted included investment operations and middle office reconciliation processes, with governance anchored in infrastructure change control, access management, and standard operating procedures. | |
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Banking and Financial Services | 96628 | $48.6B | Canada | SS&C Technologies | SS&C Recon | Portfolio and Investment Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating SS&C Recon
- UBS, a Switzerland based Banking and Financial Services organization with 106789 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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