OVERALL CUSTOMER
REFERENCE RATING
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David Choate
Executive Director of Global Sales
Brown Capital Management CUSTOMER CASE STUDY
Devin Dockery
Portfolio Administrator
Rob Allan
Wealth Advisor
Boston Financial Management CUSTOMER CASE STUDY
Charles Zambri
Chief Compliance Officer and Director of Client Service
Fairway Wealth Management CUSTOMER CASE STUDY
Mark Weiskind
Co-founder, COO, and Managing Director
DDJ Capital Management CUSTOMER CASE STUDY
Steve Simmons
Director, Data & Analytics
Causeway Capital Management CUSTOMER CASE STUDY
Pete Petersen
Director of Technology and Chief Cybersecurity Officer
Berman McAleer CUSTOMER CASE STUDY
David Berman
CEO and Co-Founder
Ativo Capital Management CUSTOMER CASE STUDY
Patrick Cunningham
Operations Manager
Ronald Blue & Co. CUSTOMER CASE STUDY
Deborah Kimery
CFA,Executive Vice President, Operations
Sentinel Investments CUSTOMER CASE STUDY
Deb Loomis
Investment Operations Manager

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 46 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.