OVERALL CUSTOMER
REFERENCE RATING
4.7

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Falcon Private Wealth CUSTOMER CASE STUDY
Nick McCall
CEO
Avalon Advisors CUSTOMER CASE STUDY
Gary Bonner
Chief Operating Officer
Dolan McEniry Capital CUSTOMER CASE STUDY
Jason Scheffler
Director of Operations
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Joseph Bert
CEO
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Cooper Lapman Financial CUSTOMER CASE STUDY
Mimmy Cooper
Principal
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Erika Donalds
Vice President and Controller
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Rand Merchant Bank CUSTOMER CASE STUDY
Mike Wright
Business Architectect
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Erika Donalds
Vice President and Controller
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James Walter
CFA, Executive Vice President of Investment Operations
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Klingenstein, Fields & Co CUSTOMER CASE STUDY
Jonathan Roberts
Senior Vice President & Chief Compliance Officer
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European Value Partners CUSTOMER CASE STUDY
Mark Bole
CEO
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Vastardis Capital Services CUSTOMER CASE STUDY
John Stefankiewicz
Partner and Chief Operating Officer
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Veritas Asset Management CUSTOMER CASE STUDY
James Spence
Head of Investment Operations and IT,
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Ziegler Capital Management CUSTOMER CASE STUDY
Matthew Kowieski
CFA, Director of Operations
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David Vaughan Investments CUSTOMER CASE STUDY
Amy Cowen Hoelzel
Senior Client Services Associate
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Hedge Fund CUSTOMER CASE STUDY
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Case Studies, Success Stories, Customer Stories & Customer References of individual SS&C Advent customers - their use cases, successful stories, approaches, and customer success results of using the software or service. Read these Case Studies, Success Stories, Customer Stories & Customer References to decide if SS&C Advent is the right business software or service for your company.

We monitor all 96 case studies & success stories to prevent fraudulent case studies & success stories and keep all our case studies & success stories quality high. We only post case studies & success stories verified by the vendor. Verified case studies & success stories require that customer is an actual user of the product.