List of SS&C Treasury Management Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Treasury Management 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 Treasury Management for Treasury 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 Treasury Management for Treasury Management include: Diversified Trust, a United States based Banking and Financial Services organisation with 130 employees and revenues of $38.0 million, Emso Asset Management UK, a United Kingdom based Banking and Financial Services organisation with 30 employees and revenues of $25.0 million, Aquilius Investment, a Singapore based Banking and Financial Services organisation with 15 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Treasury Management, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aquilius Investment | Banking and Financial Services | 15 | $2M | Singapore | SS&C Technologies | SS&C Treasury Management | Treasury Management | 2025 | n/a |
In 2025, Aquilius Investment implemented SS&C Treasury Management as part of a broader SS&C GlobeOp engagement for fund administration. The deployment is scoped to provide treasury management across jurisdictions to support Aquilius Investment Partners’ Asia-Pacific secondaries business, with primary operational coverage centered on finance and treasury activities in Singapore.
The implementation centers on Treasury Management capabilities typical for the category, including cash and liquidity management, bank connectivity and payments orchestration, and consolidated treasury reporting and reconciliation. SS&C Treasury Management is presented within the GlobeOp service model, aligning treasury operational workflows with fund administration processes.
Integration is organized around the SS&C GlobeOp engagement, with the treasury service designed to operate alongside fund accounting and administration functions delivered by SS&C GlobeOp. Operational coverage is described as cross-jurisdictional to support the Asia-Pacific secondaries business, with finance and treasury teams in Singapore identified as primary users.
Governance and rollout are planned for 2025, with delivery expected in the same year according to the announcement. Governance emphasis is on consolidating treasury operations under the SS&C service model, standardizing treasury workflows and reporting for the firm’s regional secondaries activity.
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Diversified Trust | Banking and Financial Services | 130 | $38M | United States | SS&C Technologies | SS&C Treasury Management | Treasury Management | 2021 | n/a |
In 2021, Diversified Trust selected SS&C Technologies to administer a private equity fund-of-funds and to provide integrated administration together with treasury support services for its finance and treasury platform in the United States. The engagement is centered on SS&C Treasury Management within the Treasury Management category to deliver portfolio reporting, tax and treasury capabilities across the firm’s fund administration operations.
The implementation narrative emphasizes portfolio reporting, tax processing, and treasury capabilities delivered through SS&C Treasury Management. Treasury module usage is inferred from the announcement’s reference to treasury support services, and the deployment would typically leverage Treasury Management functional workflows such as cash and liquidity management, bank reconciliation, position reporting, and automated statement and settlement orchestration consistent with treasury operations.
Operationally the engagement aligns administration and treasury support for the finance and treasury platform in the United States, bringing portfolio administration, tax and treasury functions under a single vendor-managed administration model. Governance implications include consolidated operational ownership of fund administration and treasury workflows within the SS&C Treasury Management deployment, enabling coordinated reporting and tax handling across the affected business functions.
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Emso Asset Management UK | Banking and Financial Services | 30 | $25M | United Kingdom | SS&C Technologies | SS&C Treasury Management | Treasury Management | 2022 | n/a |
In 2022, Emso Asset Management UK implemented SS&C Treasury Management to automate front and middle office treasury finance processes and to gain real-time visibility into cash and liquidity across its funds in the United Kingdom. SS&C Treasury Management, deployed as the firm's Treasury Management platform, centralized cash position reporting and enabled daily monitoring across 36 funds.
Configuration focused on cash position aggregation, daily balance monitoring, and liquidity forecasting by fund, custodian, and currency. Functional modules implemented included real-time cash visibility, forecast modeling, and treasury operations workflows to support cash placement and liquidity decision making. Automation introduced standardized reporting and forecast inputs to support operational efficiency.
Operational scope covered the firm's 36 funds in the UK and impacted treasury and middle office finance functions responsible for cash management and liquidity decisions. The implementation provided fund level visibility across custodians and currencies, enabling consolidated daily cash monitoring and fund specific forecasts.
Governance emphasized a daily reporting cadence and forecast driven liquidity workflows to improve decision making and operational efficiency. Emso Asset Management UK used SS&C Treasury Management to monitor daily cash balances for 36 funds and to apply forecasting by fund, custodian, and currency in support of liquidity decision making.
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