SS&C Technologies B2B Case Studies & Customer Successes

SS&C provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for operational excellence. SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in their deep knowledge and understanding of your business, their technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably.

Achmea improves market risk management with SS&C Algorithmics Workspace Analyzer and SS&C Algorithmics Portfolio Optimization

Achmea

Gregor Smeets

Director Group Balance Sheet Management

SS&C BenefiX® Eliminates Issues Arising from Previous Oracle HCM EDI implementation

Ada County

Ansvar Insurance A three-stage customer service overhaul using Chorus BPM

Ansvar

Craig Gorin

Project Manager PMO

Ativo moves to Advent Outsourcing Services with APX in the cloud

Ativo Capital Management

Patrick Cunningham

Operations Manager

Atlas Brown transitions to Black Diamond

Atlas Brown

Tim Corley

Senior Vice President

Building the complete tech stack with Black Diamond® and Riskalyze

Balentine

John Maddison

Relationship Manager

Making the switch from PortfolioCenter to Black Diamond

Berman McAleer

David Berman

CEO and Co-Founder

Boston Financial Management finds long-term technology and operations solution with SS&C Advent

Boston Financial Management

Charles Zambri

Chief Compliance Officer and Director of Client Service

Brown Capital Management - Customer Case Study

Brown Capital Management

Devin Dockery

Portfolio Administrator

Transition Automation Provides a Competitive Edge

Capital Institutional Services

David Choate

Executive Director of Global Sales

Causeway Capital Management - Customer Case Study

Causeway Capital Management

Pete Petersen

Director of Technology and Chief Cybersecurity Officer

Causeway Capital Management - Customer Case Study

Causeway Capital Management

Pete Petersen

Director of Technology and Chief Cybersecurity Officer

Black Diamond ® eases the back-office burden at Certified Advisory Corporation

Certified Advisory Corporation

Joseph Bert

CEO

Chilton Trust Company - Customer Case Study

Chilton Trust Company

Josh Rosen

Senior Vice President

China CITIC Bank rapidly implements SS&C Algorithmics FRTB Solution, driving efficiencies and best practices

China CITIC Bank

Ma Rui

Director of Market Risk, Risk Management Department

Chief Financial Officer

Reaping the benefits of a cloud-based service model

DDJ Capital Management

Steve Simmons

Director, Data & Analytics

Distressed Debt Hedge Fund - Customer Case Study

Distressed Debt Hedge Fund

Salentica CRM provides an integrated, more efficient CRM to help manage a complex Trust Company

Diversified Trust Company

Jessica Stembridge

Senior Vice President, Business Management

Technology on the Fast Track, Edelman Financial uses cutting edge technology to deliver client service

Edelman Financial Services

Christine Cataldo

Chief Operations Officer

Emso Asset Management - Customer Case Study

Emso Asset Management

Gareth Jamieson

Treasury Manager

Black Diamond ® helps Essex Financial compete more effectively and win

Essex Financial Services

Ronald Nelson

Chief Operating Officer

Financial Risk Management Cloud Migration A containerized approach is fast, efficient and cost-effective

European-Based Multinational Insurance Company

Black Diamond ® supports rapid growth at Fairway Wealth Management

Fairway Wealth Management

Mark Weiskind

Co-founder, COO, and Managing Director

Leveraging Salentica’s cloud-based CRM solution to consolidate data and strengthen client service

Fiduciary Investment Advisors

Patrick Chase

Director of Technology and Performance Measurement

Fortune 500 Firm’s Asset Management Division Enabling business users to develop vibrant, powerful client communications on their own

Fortune 500 Financial Service Company

How a global financial services firm successfully responded to a critical and time-sensitive event

Global Financial Services Firm

Supporting a Global Institutional Asset Manager in its non-stop performance measurement operations

Global Institutional Asset Management Company

Large global insurance company gains substantial savings and shorter closing cycles with new, best-in-class SaaS reconciliation solution

Global Mutual Insurance Company

Finding a partner in Salentica with experience in the nuances of the wealth management business

Gluskin Sheff + Associates

Robert Proia

Vice President, Information Technology

Chief Operating Officer

Migration to Geneva® yields big dividends for state pension plan

Investment Services Company

J.P. King Advisors, Inc. - Customer Case Study

J.P. King Advisors, Inc.

Scott Horton

President

Johns Hopkins Medicine - Customer Case Study

Johns Hopkins Medicine

How Johns Hopkins HealthCare identified high-risk patients for outreach, using the ACG® System

Johns Hopkins Medicine

Sonia Munn

Director of Care Management

Johnson & White Wealth Management Black Diamond ® fuels their acceleration as a break-away

Johnson & White Wealth Management

Rob Allan

Wealth Advisor

Milli-second e-trading and IMM approval achieved with SS&C Algorithmics Integrated Market and Credit Risk solution

KBC

Kimery Wealth Management Breaking Away the SMArtX Way

Kimery Wealth Management

Kevin Kimery

President and CEO

How a large Hospital network solved the transfer of Benefit Data from Oracle HCM Cloud to Carriers under challenging circumstances

Large California Healthcare Network Company

EVOLV opens the door for Mid-Sized Bank to Expand Investment Opportunities and Increase top line Revenue without Increasing Costs

Leading Mid-Sized Bank

Legal & General broadens the scope of Enterprise Risk Management and Solvency II analytics solution

Legal & General

Rudi Damhuis

Risk Analytics and Asset Modeling Director

Professional Services Team Model Extends Business Capabilities for Alternative Investments

Lindberg & Ripple

Hayley A. Snell

Chief Compliance Officer

Technology-powered service demands CRM update

LourdMurray

Jill Young

CCO

Salentica Elements™ helps cater to clients with complex requirements and the need for scalability

LourdMurray

Jill Young

CCO

Major Insurance Company - Customer Case Study

Major Insurance Company

Salentica supports a highly personalized client experience at Marietta Investment Partners

Marietta Investment Partners

Amanda Grams

Portfolio Administrator

Maybank Indonesia expands cross-border servicing capability with HiPortfolio

Maybank

Rizki Herucakra

Head of Securities Services

Mine Super Outsources to SS&C to Improve Costs and Deliver Continued Member Satisfaction

Mine Super

Vasyl Nair

Chief Executive Officer

Chief Operating Officer

ProShares - Customer Case Study

ProShares

Geneva® and Advent Outsourcing Services™ support a unique quantitative investment model

Quantopian

Marc Volpe

Chief Financial Officer

Registered investment advisor uses PORTIA’s outsourcing services

Registered Investment Advisor

Reich & Tang - Customer Case Study

Reich & Tang

Joseph Jerkovich

Senior Vice President and Chief Financial Officer

Maximizing integration options with Salentica CRM to support business growth

Ronald Blue & Co.

Deborah Kimery

CFA,Executive Vice President, Operations

On time, under budget Advent and Sentinel partner for an exceptional migration experience

Sentinel Investments

Deb Loomis

Investment Operations Manager

Simplifying data exchange in employee benefits for manufacturing company reduces process and cuts time by 92%

SI Group

Matt Miron

Manager of HR Technology

Texas-based investment management firm serving institutional and retail clients

Texas-Based Investment Management Services Provider

Achieves 30% reduction in operating costs through automation of complex accounting processes on a platform-based approach

Top 10 US Bank

Vice President of Accounting and Finance

Union Real Estate - Customer Case Study

Union Real Estate

Michele DeMarco

Vice President of Accounting and Finance

Chief Operating Officer

VentureSouq Automates Processes and Grows with SS&C Fund Administration Solutions

VentureSouq

APX is the “all-in-one solution” for Wasmer, Schroeder

Wasmer, Schroeder, & Company

Bob Stiess

IT Coordinator

Williams Jones partners with SS&C Advent Services for smooth upgrades

Williams Jones Investment Management

Hoa Le

Managing Director, Operations and Technology

Williams Jones merges multiple platforms into one SS&C Advent

Williams Jones Investment Management

Hoa Le

Managing Director, Operations and Technology

Johns Hopkins ACG® System Addressing the unique requirements of providers operating in a value-based care environment

Wiseman Innovations

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SS&C Technologies B2B Case Studies & Customer Successes

Case Studies

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