SS&C Technologies B2B Case Studies & Customer Successes

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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.

Case Studies

Showing 89 SS&C Technologies Customer Success Stories

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Achmea achieves scalable, real-time market risk management with SS&C Technologies’ Algorithmics Workspace Analyzer and Portfolio Optimization

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Ada County eliminates Oracle HCM EDI errors and halves IT troubleshooting time with SS&C Technologies' BenefiX

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Ansvar achieves centralized customer service and improved renewals with SS&C Technologies' Chorus BPM

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Ativo Capital Management achieves streamlined operations and multi‑currency accounting with SS&C Technologies' Advent Outsourcing Services (APX)

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Atlas Brown achieves customized reporting and streamlined operations with SS&C Technologies' Black Diamond

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Balentine builds a fully integrated wealth-tech stack and streamlines client experience with SS&C Technologies (Black Diamond)

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Berman McAleer achieves $50K+ annual savings and enhanced client experience with SS&C Technologies' Black Diamond Wealth Platform

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Boston Financial Management achieves long-term technology stability and streamlined operations with SS&C Technologies' Advent Outsourcing Services

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Brown Capital Management achieves daily reconciliation and one-day month-end processing with SS&C Technologies' Recon

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Capital Institutional Services achieves 100% T+1 trade affirmation and rapid transition automation with SS&C Technologies (SSCNet)

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Causeway Capital Management achieves 10x faster, fully customized client reporting with SS&C Technologies' Vision FI

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Causeway Capital Management achieves 2X growth and 10x faster customized reporting with SS&C Technologies' Vision FI

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Certified Advisory Corporation achieves streamlined reporting, reduced back-office burden and 40% AUM growth with SS&C Technologies' Black Diamond platform

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Chilton Trust Company achieves scalable growth and operational efficiency with SS&C Technologies' Advent Outsourcing Services

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China CITIC Bank achieves rapid FRTB compliance and streamlined capital reporting with SS&C Technologies' Algorithmics FRTB solution

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Commercial Health Plan Company achieves FEHBP market entry in three months with SS&C Technologies' BPaaS

$5B Community Bank achieves streamlined CECL compliance and greater transparency with SS&C Technologies' EVOLVEA

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$1B Community Bank achieves flexible CECL compliance and automated reserving with SS&C Technologies' EVOLVEA

$4B Community Bank achieves CECL compliance and streamlined allowance process with SS&C Technologies' EVOLVEA

Dalton, Greiner, Hartman, Maher & Co., LLC achieves on-time, on-budget APX conversion and streamlined operations with SS&C Technologies (Advent Services)

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DDJ Capital Management achieves automated straight-through processing and greater scalability with SS&C Technologies' PORTIA SaaS Platform

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Distressed Debt Hedge Fund achieves global access and reduced IT burden with SS&C Technologies' Geneva via Advent Outsourcing Services

Diversified Trust Company achieves centralized client management and greater efficiency with SS&C Technologies' Salentica CRM

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Edelman Financial Services achieves 360° client view and streamlined operations with SS&C Technologies' Salentica CRM

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Emso Asset Management achieves real-time cash visibility and streamlined treasury management with SS&C Technologies' Treasury Management Platform

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Essex Financial Services achieves $125M+ in new assets and faster billing with SS&C Technologies' Black Diamond platform

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European-Based Multinational Insurance Company achieves fast, cost-effective cloud migration with SS&C Technologies' Algorithmics solution

Fairway Wealth Management achieves rapid growth and halves quarterly reporting time with SS&C Technologies' Black Diamond platform

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Fiduciary Investment Advisors achieves a consolidated CRM and stronger client service with SS&C Technologies' Salentica Engage

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Fortune 500 Financial Service Company achieves 60% faster collateral turnaround with SS&C Technologies' Vision FI

Global Financial Services Firm achieves timely AML remediation and avoids regulatory penalties with SS&C Technologies

Global Institutional Asset Management Company achieves 24x7 performance processing and greater transparency with SS&C Technologies' Anova Performance

Global Mutual Insurance Company achieves 90% reduction in manual exceptions and a 2-day faster month-end close with SS&C Technologies' SaaS Recon

Gluskin Sheff + Associates achieves a scalable, integrated CRM and improved client insights with SS&C Technologies (Salentica CRM)

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Non-profit integrated health care system (51 hospitals across seven states) achieves point-of-care drug price transparency and improved adherence with SS&C Technologies Real-Time Benefit

$7.6B event-driven, multi-strategy hedge fund achieves scalable front-to-back operational agility and growth with SS&C Technologies

HEDIS achieves higher rates and ECDS readiness with SS&C Technologies' API-driven solution

Humana Medicaid achieves targeted risk stratification and proactive care planning with SS&C Technologies' ACG System

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IFDS (International Financial Data Services) achieves scalable, location‑agnostic operational efficiency with SS&C Technologies' AWD and AWD Contact

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State Division of Investment Services achieves multi-currency, private-equity capability and faster reconciliations with SS&C Technologies' Geneva

J.P. King Advisors, Inc. achieves scalable growth and streamlined reporting with SS&C Technologies' Black Diamond Wealth Platform

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Johns Hopkins Medicine achieves proactive monitoring and mitigation of pandemic-related delayed care with SS&C Technologies' ACG System

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Johns Hopkins Medicine achieves rapid identification and outreach to high‑risk Medicare Advantage patients with SS&C Technologies' ACG System

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Johnson & White Wealth Management achieves scalable growth and on-the-fly reporting with SS&C Technologies' Black Diamond platform

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KBC achieves millisecond e-trading response and IMM approval with SS&C Technologies' IMCR solution

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Kimery Wealth Management achieves a seamless transition to an independent RIA with SS&C Technologies

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Large California Healthcare Network achieves rapid, secure benefits data consolidation and reduced manual uploads with SS&C Technologies' BenefiX

Large European Pension Company achieves centralized risk analytics and 50%+ faster run times with SS&C Technologies' Algorithmics Managed Data Analytics Service

Large Insurance Company achieves straight-through auto-indexing (98%+ accuracy) with SS&C Technologies (Vidado)

Large Multinational Commercial Bank achieves real-time, single source of truth for credit risk with SS&C Technologies' Algo Credit Manager

Largest US Insurer cuts prior-authorization time from 4 hours to 15 minutes and automates 100% of faxes at 97.1% accuracy with SS&C Technologies' Vidado

Leading Financial Services Company boosts participant engagement and client satisfaction with SS&C Technologies' supercharged retirement planning microsite

Leading Independent Broker-Dealer/Advisory Firm achieves an advisor-ready digital Retirement Center delivering aggregated plan data and actionable participant insights with SS&C Technologies

Leading Mid-Sized Bank doubles productivity and boosts revenue with SS&C Technologies

Legal & General achieves enhanced liquidity risk monitoring and broader ERM analytics with SS&C Technologies' Algorithmics solution

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Lindberg & Ripple achieves 400% account growth and $420M in alternative investments with SS&C Technologies' Accord

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LourdMurray achieves streamlined workflows and seamless Black Diamond integration with SS&C Technologies' Salentica Elements

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LourdMurray achieves streamlined workflows and a scalable, Black Diamond-integrated CRM with SS&C Technologies' Salentica Elements

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Major Insurance Company achieves up to 98% mailroom automation accuracy with SS&C Technologies' Chorus Document Automation

Marietta Investment Partners achieves highly personalized, efficient client service with SS&C Technologies' Salentica CRM

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Maybank Indonesia achieves 20% faster client reporting and streamlined global fund accounting with SS&C Technologies' HiPortfolio

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Mine Super achieves lower administration costs and improved member satisfaction with SS&C Technologies

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Minneapolis-Based Investment Management Company achieves streamlined, consolidated and automated operations with SS&C Technologies' Aloha

National Benefit Services achieves scalable process automation and 100% same-day processing with SS&C Technologies' AWD

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NTAsset achieves a seamless, low-risk transition to modern fund administration with SS&C Technologies

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ProShares achieves streamlined, lower-risk fund operations with SS&C Technologies' IBOR implementation

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Quantopian achieves accurate algorithm-level P&L attribution and streamlined operations with SS&C Technologies

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New York-based Registered Investment Advisor achieves streamlined middle-to-back office operations and reduced technology risk with SS&C Technologies' PORTIA Outsourcing Services

Reich & Tang achieves consolidated accounting and streamlined operations with SS&C Technologies' PORTIA

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Ronald Blue & Co. achieves seamless integrations and scalable growth with SS&C Technologies' Salentica CRM

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Sentinel Investments achieves an on-time, under-budget APX migration and hosted operations with SS&C Technologies (Advent)

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SI Group cuts benefits data transmission time by 92% with SS&C Technologies' BenefiX

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Texas-Based Investment Management Services Provider achieves streamlined, scalable operations and enhanced security with SS&C Technologies' Aloha

Top 10 US Bank achieves 30% reduction in operating costs with SS&C Technologies' EVOLV platform

Top 40 US Bank (>$65B assets) achieves 18% cost savings and streamlined, automated finance architecture with SS&C Technologies' EVOLV

Top North American Insurer achieves a 360-degree credit risk framework for limits and exposures on the cloud with SS&C Technologies

Top-30 Bank Holding Company achieves IFRS 9 & CECL readiness and streamlined allowance processes with SS&C Technologies' EVOLV Reserving Solution

Trustees Executors launches customer-first, data-driven managed-money platform with SS&C Technologies' Aloha

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U.S.-based e-commerce company achieves $1M savings through automated order processing with SS&C Technologies' Chorus BPM

Union Real Estate streamlines complex accounting for 60+ properties with SS&C Technologies' SKYLINE

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Union Real Estate streamlines accounting for 60+ properties with SS&C Technologies' SKYLINE

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US Life Insurer achieves automated, end-to-end alternative investment management with SS&C Technologies' Insurance Solutions

US Mutual Fund Firm achieves 85%+ reduction in data transformation time with SS&C Technologies' RPA solution

Vantage Infrastructure achieves timely, accurate client reporting with SS&C Technologies' Vision FI

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VentureSouq achieves automated processes and scales to seven entities with SS&C Technologies

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Wasmer, Schroeder & Company achieves centralized CRM, streamlined reporting and stronger compliance with SS&C Technologies' Advent Portfolio Exchange (APX)

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Williams Jones Investment Management achieves faster, low‑risk system upgrades with SS&C Technologies (Advent Services)

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Williams Jones Investment Management achieves firm-wide platform consolidation and major operational efficiencies with SS&C Technologies' Advent (APX & Moxy)

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Wiseman Innovations achieves 23% reduction in patient medical expenditures with SS&C Technologies' 360Ribbon (ACG-powered)

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