OVERALL CUSTOMER
REFERENCE RATING
4.7
Marietta Investment Partners CUSTOMER CASE STUDY
Amanda Grams
Portfolio Administrator
Fairway Wealth Management CUSTOMER CASE STUDY
Mark Weiskind
Co-founder, COO, and Managing Director
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Joseph Bert
CEO
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DDJ Capital Management CUSTOMER CASE STUDY
Steve Simmons
Director, Data & Analytics
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Hoa Le
Managing Director, Operations and Technology
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Sentinel Investments CUSTOMER CASE STUDY
Deb Loomis
Investment Operations Manager
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Hoa Le
Managing Director, Operations and Technology
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Atlas Brown CUSTOMER CASE STUDY
Tim Corley
Senior Vice President
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Wasmer, Schroeder, & Company CUSTOMER CASE STUDY
Bob Stiess
IT Coordinator
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Essex Financial Services CUSTOMER CASE STUDY
Ronald Nelson
Chief Operating Officer
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Balentine CUSTOMER CASE STUDY
John Maddison
Relationship Manager
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Ronald Blue & Co. CUSTOMER CASE STUDY
Deborah Kimery
CFA,Executive Vice President, Operations
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Reich & Tang CUSTOMER CASE STUDY
Joseph Jerkovich
Senior Vice President and Chief Financial Officer
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Edelman Financial Services CUSTOMER CASE STUDY
Christine Cataldo
Chief Operations Officer
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Case Studies, Success Stories, Customer Stories & Customer References of individual SS&C Technologies 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 Technologies is the right business software or service for your company.

We monitor all 32 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.