OVERALL CUSTOMER
REFERENCE RATING
4.7
J.P. King Advisor CUSTOMER CASE STUDY
Nancy Gire
CPA, CFP®, Senior Financial Advisor and the firm’s Director of Operations
Joseph Bert
CEO
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Disciplined Growth Investors CUSTOMER CASE STUDY
Cindy Lee
Operations Team Leader
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Helen Parfit
Global Head of Business Development
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Mont Pelerin Capital CUSTOMER CASE STUDY
Michael Cancelleri
Senior Vice President and Portfolio Manager
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Allegro Kapitalforvaltning CUSTOMER CASE STUDY
Nicolai Haugan
Director of Marketing
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Emirates NBD CUSTOMER CASE STUDY
Balaji Krishnamurthi
IT Application Development and Management
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Caceis CUSTOMER CASE STUDY
Glynis Clarke
Supervisor of Centralized Operations Group
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Laaken Asset Management N.V. CUSTOMER CASE STUDY
Sem Ongering
Manager of Research
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W.H. Reaves CUSTOMER CASE STUDY
David M. Pass
Vice President, Chief Compliance Officer, and Head of Operations
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Somerset Capital Management CUSTOMER CASE STUDY
Peter Fiveash
Operations Manager
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Chilton Trust Company CUSTOMER CASE STUDY
Josh Rosen
Senior Vice President
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Seizert Capital Partners CUSTOMER CASE STUDY
Greg Kozlowski
Chief Operating Officer
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Klingenstein, Fields & Co CUSTOMER CASE STUDY
Jonathan Roberts
Senior Vice President & Chief Compliance Officer
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Ativo Capital Management CUSTOMER CASE STUDY
Patrick Cunningham
Operations Manager
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Essex Financial Services 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.