SS&C Advent B2B Case Studies & Customer Successes

Adelphi Capital achieves 60% reduction in processing time and instant portfolio reporting with SS&C Advent

Adelphi Capital

Nick Tyler

Chief Operating Office

AdvicePeriod achieves scalable, client‑centric rebalancing and centralized portfolio management with SS&C Advent's Black Diamond

AdvicePeriod

Steve Lockshin

Founder and Chief Executive Officer

Allegro Kapitalforvaltning achieves scalable portfolio management and improved compliance with SS&C Advent (APX & Moxy)

Allegro Kapitalforvaltning

Nicolai Haugan

Director of Marketing

Altamount Capital Management achieves superior reporting and streamlined operations with SS&C Advent’s Advent Portfolio Exchange (APX)

Altamount Capital Management

Pranav Joshi

Director of Operations

Archvest Wealth Advisors achieves faster billing and scalable growth with SS&C Advent's Black Diamond Wealth Platform

Archvest Wealth Advisors

Eric Lai

Chief Executive Officer and Co-Founder

Arrowroot Family Office achieves compliant, scalable insurance offerings and expanded client services with SS&C Advent's Black Diamond & Advent Insurance Marketplace

Arrowroot Family Office

Rob Santos

Chief Executive Officer

Aspen Private Advisors achieves scalable, efficient RIA operations with SS&C Advent's Black Diamond Wealth Platform

Aspen Private Advisors

Jeremy Sorenson

Co-Founder

Athena Capital Advisors achieves centralized data access and faster custom reporting with SS&C Advent's APX

Athena Capital Advisors

Alan Slaughter

Reporting Associate

Ativo Capital Management achieves streamlined operations and multi‑currency, GIPS‑compliant reporting with SS&C Advent (APX & Outsourcing Services)

Ativo Capital Management

Patrick Cunningham

Operations Manager

Avalon Advisors achieves 22 days saved annually in billing with SS&C Advent Revenue Center

Avalon Advisors

Gary Bonner

Chief Operating Officer

Avalon Advisors (Houston-based independent RIA) achieves uninterrupted business continuity and faster reporting with SS&C Advent’s APX and Advent Outsourcing Services

Avalon Advisors

Jose Medina

Managing Director

Bahl & Gaynor Investment Counsel achieves greater agility, enhanced security and operational efficiency with SS&C Advent's Advent Outsourcing Services

Bahl & Gaynor Investment Counsel

Glenn Warden

Chief Information Officer

Balasa Dinverno Foltz LLC achieves dramatic time savings—reducing reporting from days to hours—and centralized client data with SS&C Advent (Advent Portfolio Exchange)

Balasa Dinverno Foltz LLC

Mark Balasa

Co-CEO and Chief Investment Officer

Boston Financial Management achieves streamlined IT and operations with SS&C Advent Outsourcing Services

Boston Financial Management

Charles Zambri

Chief Compliance Officer and Director of Client Service

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

Brown Capital Management

Devin Dockery

Portfolio Administrator

Buttonwood Financial Advisors achieves $40K annual labor savings and reduced IT overhead with SS&C Advent’s Advent OnDemand

Buttonwood Financial Advisors

Damian Gallina

Principal

CACEIS North America achieves faster, more accurate corporate action processing with SS&C Advent Corporate Actions (ACA)

Caceis

Glynis Clarke

Supervisor of Centralized Operations Group

Caldwell Sutter Capital achieves GIPS compliance and unified reporting with SS&C Advent's Black Diamond platform

Caldwell Sutter Capital

Chris Anderson

Chief Compliance Officer

Caldwell Sutter Capital Streamlines Back Office Reporting with SS&C Advent

Caldwell Sutter Capital

Certified Advisory Corporation eases back-office burden and speeds reporting with SS&C Advent's Black Diamond

Certified Advisory Corporation

Joseph Bert

CEO

Cetera Financial Group achieves a three‑month APX migration, seamless service and doubled performance with SS&C Advent

Cetera Financial Group

Leda Csanka

, Vice President and Chief Information Officer

Chilton Trust Company achieves scalable, secure growth and operational efficiency with SS&C Advent

Chilton Trust Company

Josh Rosen

Senior Vice President

CIBC Capital Markets achieves a competitive edge and rapid prime brokerage growth with SS&C Advent Geneva

CIBC Capital Markets

Graham Jones

Director of Prime Brokerage and Alternative Execution Services

Conestoga Capital Advisors improves portfolio analysis and trade efficiency with SS&C Advent Genesis

Conestoga Capital Advisors

Connor, Clark & Lunn achieves scalable growth and greater flexibility with SS&C Advent (APX & Moxy)

Connor, Clark & Lunn

Lee Damji

Chief Information Officer

Cooper Lapman Financial achieves streamlined, low-overhead operations with SS&C Advent's Advent OnDemand

Cooper Lapman Financial

Mimmy Cooper

Principal

Cornerstone Advisors achieves unified CRM and portfolio accounting with SS&C Advent’s APX

Cornerstone Advisors

Jeff Huse

CIPM, Managing Director-Technology

Cornerstone Advisors achieves centralized manager oversight and improved due diligence with SS&C Advent Tamale RMS

Cornerstone Advisors

John Canorro

Managing Director, Operational Due Diligence

Cortina Asset Management achieves centralized, compliant research management and improved client communication with SS&C Advent's Tamale RMS

Cortina Asset Management

Lori Kaczynski Hoch

Principal and Chief Operating Office

CPS Investment Advisors scales portfolio management and cuts trade creation from hours to minutes with SS&C Advent’s Genesis

CPS Investment Advisors

Michael Scott

Senior Portfolio Analyst

Dalton, Greiner, Hartman, Maher & Co., LLC streamlines operations with SS&C Advent APX

Dalton, Greiner, Hartman, Maher & Co., LLC

Dalton, Grenier, Hartman, Maher & Co achieves consolidation of five systems, streamlined operations and improved compliance with SS&C Advent APX

Dalton, Grenier, Hartman, Maher & Co

Erika Donalds

Vice President and Controller

Dalton, Greiner, Hartman, Maher & Co. achieves on-time, on-budget APX implementation with SS&C Advent (Advent Services)

Dalton, Grenier, Hartman, Maher & Co

Erika Donalds

Vice President and Controller

David Vaughan Investments achieves streamlined operations and faster client responsiveness with SS&C Advent (Advent Portfolio Exchange)

David Vaughan Investments

Amy Cowen Hoelzel

Senior Client Services Associate

Detalus Advisors achieves a unified, scalable tech stack and enhanced client experience with SS&C Advent's Black Diamond Wealth Platform

Detalus Advisors

Clint Lewis

Managing Director

Disciplined Growth Investors achieves timely, accurate corporate actions processing with SS&C Advent (Advent Corporate Actions)

Disciplined Growth Investors

Cindy Lee

Operations Team Leader

Disciplined Growth Investors achieves faster month- and quarter-end reporting, improved client service and streamlined compliance with SS&C Advent

Disciplined Growth Investors

Peter Rieke

Chief Compliance Officer and Manager of Information Technology

Diversified Private Investment Firm achieves streamlined, scalable operations with SS&C Advent's Geneva

Diversified Private Investment Firm

Diversified Trust achieves complete, integrated reporting and an enhanced client experience with SS&C Advent's Black Diamond Wealth Platform

Diversified Trust

Doug Turner

Principal and Director of Operations

Dolan McEniry Capital cuts reporting and reconciliation time by 50% and scales operations with SS&C Advent's integrated suite

Dolan McEniry Capital

Jason Scheffler

Director of Operations

Dutch Private Bank achieves faster insights and streamlined portfolio management with SS&C Advent

Dutch Private Bank

Wolf

Business Analyst

Emirates NBD achieves centralized, automated portfolio management and improved reporting with SS&C Advent

Emirates NBD

Balaji Krishnamurthi

IT Application Development and Management

Endowment Capital Group achieves streamlined, efficient research management and stronger investor confidence with SS&C Advent's Tamale RMS

Endowment Capital Group

Nicole Beden

Research Analyst

Equinoxe Alternative Investment Services achieves a competitive edge and faster, more reliable fund accounting with SS&C Advent Geneva

Equinoxe Alternative Investment Services

Helen Parfit

Global Head of Business Development

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

Essex Financial Services

Ronald Nelson

Chief Operating Officer

European Reliance Asset Management achieves scalability, operational efficiency and improved risk management with SS&C Advent

European Reliance Asset Management

Thomas Konstantinidis

Managing Director

European Value Partners achieves integrated, scalable front-to-back efficiency and timely transparent reporting with SS&C Advent

European Value Partners

Mark Bole

CEO

Falcon Private Wealth achieves rapid cloud launch and 25% AUM growth with SS&C Advent

Falcon Private Wealth

Nick McCall

CEO

Forbes Family Trust achieves scalable, unified reporting and streamlined alternative-asset tracking with SS&C Advent’s Black Diamond Wealth Platform

Forbes Family Trust

Christopher Fagley

Chief Operating Officer

Formuesforvaltning achieves streamlined, scalable wealth management and simplified tax reporting with SS&C Advent

Formuesforvaltning

Fredrik Steen

Chief Operating Officer

Frantzen Capital Management achieves lower operating costs and scalable, centralized trading with SS&C Advent (Advent OnDemand & Moxy)

Frantzen Capital Management

Eric Frantzen

CEO and Portfolio Manager

Freed Investment Group achieves operational relief and professional reporting with SS&C Advent (Advent OnDemand & APX)

Freed Investment Group

Charlie Hulbert

Compliance Officer

GlobalView Investments SA achieves consolidated portfolio visibility and scalable growth with SS&C Advent (APX)

GlobalView Investments SA

Peter Jan Kroon

Managing Partner

Granite Investment Advisors achieves faster portfolio drift correction and improved compliance with SS&C Advent's Moxy

Granite Investment Advisors

Debra Wentworth

Vice President of Operations and Chief Compliance Officer

Grisanti Capital Management achieves a seamless Moxy upgrade and streamlined trading and reporting with SS&C Advent

Grisanti Capital Management

Mike Pietzak

Chief Operating Officer

Heartland Advisors achieves 50% faster quarterly reporting and 90% faster billing with SS&C Advent (Advent Portfolio Exchange & Revenue Center)

Heartland Advisors

Nicole Best

Senior Vice President and CFO

Heptagon Capital achieves custom reporting and improved business intelligence with SS&C Advent (APX)

Heptagon Capital

Robert Rosenberg

Chief Operating Officer

HMI Capital achieves streamlined research and faster decision-making with SS&C Advent's Tamale RMS

HMI Capital

Justin Nyweide

Managing Director

Homrich Berg achieves streamlined securities claim filing with SS&C Advent

Homrich Berg

Christopher Casdia

Compliance and Operations Manager

Hunter Associates achieves faster reconciliations and improved data integrity with SS&C Advent Portfolio Exchange (APX)

Hunter Associates

Erica Snyder

Managing Director

Hutchinson Capital Management achieves 25% faster operations and centralized client data with SS&C Advent (Advent Portfolio Exchange)

Hutchinson Capital Management

Kelli Frostad

Vice President and Director of Operations

IBS Capital Allies achieves simplified, stable IT and scalable back-office operations with SS&C Advent (Advent Outsourcing Services)

IBS Capital Allies

Rogier Wolf

Operations Manager

IBS Capital Allies achieves secure 24/7 client access and streamlined workflows with SS&C Advent portal

IBS Capital Allies

Rogier Wolf

Operations Manager

Instituut voor Vermogensopbouw achieves one-day, personalized client reporting with SS&C Advent (Advent Portfolio Exchange)

Instituut voor Vermogensopbouw

William Van der Maas

Founder

Ironwood Capital Management achieves 75% cut in manual data processing and faster research access with SS&C Advent's Tamale RMS

Ironwood Capital Management

William McClelland

CAIA, Vice President

J.P. King Advisors achieves accelerated growth and streamlined, real-time reporting with SS&C Advent's Black Diamond

J.P. King Advisors

Nancy Gire

CPA, CFP®, Senior Financial Advisor and the firm’s Director of Operations

J.P. King Advisors achieves scalable growth and streamlined reporting and onboarding with SS&C Advent's Black Diamond Wealth Platform

J.P. King Advisors

Scott Horton

President

Jamison, Eaton & Wood halves billing time and achieves faster, more accurate revenue forecasting with SS&C Advent Revenue Center

Jamison, Eaton & Wood

Lisa Bellando

Vice President of Administration

Johnson & White Wealth achieves scalable growth and on-the-fly reporting with SS&C Advent (Black Diamond)

Johnson & White Wealth

Robert Allan

Wealth Advissor

Key Client Fiduciary Advisors achieves scalable affiliate growth and stronger compliance with SS&C Advent's Black Diamond Wealth Platform

Key Client Fiduciary Advisors

Eric Fishman

Founding Partner

Keywise Capital Management achieves scalable, customized reporting and seamless integrations with SS&C Advent's Geneva

Keywise Capital Management

Lizza Chiu

Chief Financial Officer

Kimery Wealth Management achieves a seamless transition to an independent RIA with integrated SMA/UMA access using SS&C Advent (Black Diamond & SMArtX)

Kimery Wealth Management

Kevin Kimery

President and CEO

Klingenstein, Fields & Co achieves 50% faster billing and record‑time quarter processing with SS&C Advent

Klingenstein, Fields & Co

Jonathan Roberts

Senior Vice President & Chief Compliance Officer

KuE Capital achieves more disciplined, efficient investment decisions with SS&C Advent’s Tamale RMS

KuE Capital

Rodrigo Lopez Buenrostro

Head of Asset Management

Laaken Asset Management N.V. achieves multi-currency trading flexibility and consolidated client wealth reporting with SS&C Advent (Advent Portfolio Exchange & Moxy)

Laaken Asset Management N.V.

Sem Ongering

Manager of Research

Lapides Asset Management achieves time savings and reduced operating costs with SS&C Advent's APX via Advent OnDemand

Lapides Asset Management

James Betz

Chief Operating and Compliance Officer

Leading healthcare-focused investment manager achieves streamlined research and faster, better-informed investment decisions with SS&C Advent’s Tamale RMS

Leading Healthcare Company

Lincluden Investment Management achieves greater productivity and enhanced client reporting with SS&C Advent APX

Lincluden Investment Management

Lynn Eplett

Vice President

Lincluden Investment Management achieves dramatic time savings and scalable trade generation with SS&C Advent’s Advent Genesis

Lincluden Investment Management

Glen Pichanick

Assistant Vice President Trading

Lindberg & Ripple boosts alternative investment reporting with SS&C Accord

Lindberg & Ripple

London & Capital Group achieves automated daily performance, faster valuations and improved compliance with SS&C Advent

London & Capital Group

Jonathan Campbell

IT Project Manager

Mairs and Power achieves faster, more accurate corporate‑actions processing and reduced risk with SS&C Advent’s Advent Corporate Actions (ACA) for Axys

Mairs and Power

Sharon Castle

Investment Operations Associate

Manitou Investment Management achieves sub-10-minute reconciliation of 1,500 accounts with SS&C Advent

Manitou Investment Management

James Meadows

Executive Vice President, Operations

Marietta Investment Partners achieves highly personalized client service with SS&C Advent's Salentica CRM

Marietta Investment Partners

Amanda Grams

Portfolio Administrator

Matthews International Capital Management achieves scalable, reliable daily NAV and real-time reporting with SS&C Advent Geneva

Matthews International Capital Management

James Walter

CFA, Executive Vice President of Investment Operations

Mittleman Investment Management institutionalizes operations and accelerates growth with SS&C Advent OnDemand

Mittleman Investment Management

Evan Newman

Director of Marketing and Business Development

Mont Pelerin Capital achieves faster, more collaborative investment decisions with SS&C Advent Tamale RMS

Mont Pelerin Capital

Michael Cancelleri

Senior Vice President and Portfolio Manager

NDB Wealth Management more than doubles AUM and modernizes mutual fund operations with SS&C Advent

NDB Wealth Management

Prabodha Samarasekera

Chief Executive Officer

New York-Based Hedge Fund Company achieves global anytime access, faster support and reduced IT footprint with SS&C Advent's Geneva via Advent OnDemand

New York Based Hedge Fund Company

Oyens & Van Eeghen achieves reduced operational stress and reliable automated market data with SS&C Advent (Advent Market Data)

Oyens & Van Eeghen

Tim Nijhuis

Business Analyst

Padilla Wealth Management achieves enhanced client experience and scalable portfolio management with SS&C Advent's Black Diamond Wealth Platform

Padilla Wealth Management

Dion R. Padilla

President & Chief Executive Officer

Pareto Asset Management achieves scalable growth and enhanced compliance with SS&C Advent

Pareto Asset Management

Zoltan Horvath

Systems Manager

Pareto Asset Management achieves scalable growth and stronger compliance with SS&C Advent

Pareto Asset Management

Pendo LLC achieves scalable growth and error-free trading with SS&C Advent (APX & Moxy)

Pendo LLC

Tina Larsson

Chief Executive Officer

Piedmont Financial Trust achieves daily straight-through processing and faster reconciliation with SS&C Advent

Piedmont Financial Trust

Edward Wright

Senior Manager and Trust Officer

Plimsoll Mark Capital achieves differentiated custom client reporting and reduced IT overhead with SS&C Advent (Advent OnDemand)

Plimsoll Mark Capital

Bart Weisenfluh

Co-Founder and Managing Director

Polunin Capital Partners achieves automated, future-proof operations and streamlined reporting with SS&C Advent

Polunin Capital Partners

Varun Sukthankar

Head of Operations

Portfolio Solutions achieves a full-service wealth management transformation with SS&C Advent's Black Diamond Wealth Platform

Portfolio Solutions

James S. Gladney

Chief Executive Officer

Quantopian achieves accurate P&L attribution and streamlined outsourced operations with SS&C Advent’s Geneva and Advent Outsourcing Services

Quantopian

Marc Volpe

Chief Financial Officer

Quintillion (Dublin hedge fund administrator) accelerates growth through automation and integration with SS&C Advent’s Geneva Workflow Manager

Quintillion

Charles Gillanders

CTO

Rand Merchant Bank (RMB) achieves 99% automation and scalable fund growth without extra headcount with SS&C Advent Geneva

Rand Merchant Bank

Mike Wright

Business Architectect

Reby Advisors achieves streamlined, tax-efficient rebalancing and time savings with SS&C Advent's Black Diamond Rebalancer

Reby Advisors

Devone McLeod

Certified Financial Planner

River Road Asset Management achieves faster, on-time reporting and scalable portfolio management with SS&C Advent APX & Moxy

River Road Asset Management

Thomas Mueller

Chief of Operations and Chief Compliance Officer

RK Capital Management achieves faster, collaborative research and sharper investment insights with SS&C Advent's Tamale RMS

RK Capital Management

Kevin Sonnett

Co-Founder and Managing Partner

Rushmore Investment Advisors achieves streamlined end-to-end trading and cuts allocation time from hours to minutes with SS&C Advent’s Moxy OMS and Open SMA Manager

Rushmore Investment Advisors

Aaron Vann

Head of Trading and Operations

Schechter Investment Advisors achieves transformative reporting and a “wow” client experience with SS&C Advent's Black Diamond Wealth Platform

Schechter Investment Advisors

Aaron Hodari

Managing Director and Chief Investment Officer

SEB Asset Management achieves 500% productivity gain with SS&C Advent

SEB Asset Management

Jens Nødskov Pedersen

Chief Executive Officer

Seizert Capital Partners achieves reduced risk, increased transparency and automation with SS&C Advent

Seizert Capital Partners

Greg Kozlowski

Chief Operating Officer

Signature Global Asset Management achieves faster research access and improved team collaboration with SS&C Advent’s Tamale RMS

Signature Global Asset Management

Joe D'Angelo

Vice President and Portfolio Manager

SinoPac Solutions + Services achieves scalable, gold‑standard fund administration for smaller funds with SS&C Advent's Geneva

SinoPac Solutions + Services

Steve Bernstein

Chief Executive Officer

Somerset Capital Management automates data collection and strengthens compliance with SS&C Advent’s Advent Market Data

Somerset Capital Management

Peter Fiveash

Operations Manager

Sp-Fund Management achieves scalable growth and operational efficiency with SS&C Advent

Sp-Fund Management

Sirpa Leinonen

Head of IT

Sp-Fund Management streamlines fund operations and supports growth with SS&C Advent

Sp-Fund Management

SpareBank1 SR-Bank achieves streamlined IT operations, improved security and simplified tax reporting with SS&C Advent

SpareBank1 SR-Bank

Saousen Ludvigsen

Process Advisor

Spears Abacus Advisors achieves pinpoint performance insight and CRM consolidation with SS&C Advent's Advent Portfolio Exchange (APX)

Spears Abacus Advisors

Robert Raich

President

State Division of Investment Services achieves on-time, under-budget migration to SS&C Advent Geneva, gaining multi-currency and multi-asset support

State Division of Investment Services

Statens Pensjonskasse achieves automated, integrated portfolio management and reduced operational risk with SS&C Advent

Statens Pensjonskasse

Liv Jorid Ødegård

Head of Middle Office

Steinberg Global Asset Management achieves faster, more accurate billing and revenue forecasting with SS&C Advent Revenue Center (SS&C Advent)

Steinberg Global Asset Management

Lisa Marsden

Chief Compliance Officer and Operations Manager

Stonehage Fleming achieves scalable, harmonized operations and faster portfolio rebalancing with SS&C Advent

Stonehage Fleming

Glenn Murphy

Chief Operating Officer

Stralem and Company cuts billing time in half with SS&C Advent Revenue Center

Stralem and Company

Leeza Tisnovsky

Controller

Strand Kapitalförvaltning achieves scalable growth and seamless portfolio-to-trade integration with SS&C Advent (APX & Moxy)

Strand Kapitalförvaltning

Bobby Weijmar

Founding Partner, Chief Executive Officer and Portfolio Manager

Taaleritehdas Plc achieves rapid scalable growth and automated trading compliance with SS&C Advent (APX, Moxy & Rules Manager)

Taaleritehdas Plc

Karri Haaparinne

Deputy CEO

Tortoise Capital Advisors achieves consolidated algorithmic trading and increased productivity with SS&C Advent (Moxy OMS)

Tortoise Capital Advisors

Kenneth Malvey

Managing Director

Trillium Asset Management achieves faster reporting and centralized client data with SS&C Advent Portfolio Exchange (APX)

Trillium Asset Management

Bill Noland

Quantitative Analyst and Portfolio Associate

UMB Financial Corporation achieves higher uptime, automation and unified reporting with SS&C Advent (APX, Moxy & Advent OnDemand)

UMB Financial Corporation

Jessica Shumaker

Systems Operations Analyst

University of Oklahoma Foundation gains clear visibility into mineral assets with SS&C MineralWare

University of Oklahoma Foundation

Vastardis Capital Services achieves seamless integration and expanded security coverage with SS&C Advent Geneva

Vastardis Capital Services

John Stefankiewicz

Partner and Chief Operating Officer

Veritas Asset Management achieves scalable global growth and operational efficiency with SS&C Advent (APX)

Veritas Asset Management

James Spence

Head of Investment Operations and IT,

W.H. Reaves increases capacity and grows assets without adding staff with SS&C Advent

W.H. Reaves

David M. Pass

Vice President, Chief Compliance Officer, and Head of Operations

Wasmer, Schroeder, & Company achieves automated, accurate business intelligence reporting with SS&C Advent's Advent Portfolio Exchange (APX)

Wasmer, Schroeder, & Company

Martin Wasmer

CEO/Founder

Wealth Management Partners NV achieves faster, error‑reduced portfolio management and premium reporting with SS&C Advent

Wealth Management Partners NV

Martijn Schaar

Application Manager

Williams Jones Investment Management achieves smoother, faster upgrades with SS&C Advent Services

Williams Jones Investment Management

Hoa Le

Managing Director

Williams Jones Investment Management achieves platform consolidation and operational efficiency with SS&C Advent

Williams Jones Investment Management

Hoa Le

Managing Director

Willingdon Wealth Management achieves daily reporting, greater control, and improved operational efficiency with SS&C Advent's Advent OnDemand

Willingdon Wealth Management

Tom Searson

Managing Director–Portfolio Manager

Zevenbergen Capital Investments LLC achieves rapid work-from-home readiness and stronger disaster recovery with SS&C Advent (Advent Outsourcing Services & APX)

Zevenbergen Capital Investments LLC

Jim Fasano

Managing Director, Information & Security Systems

Ziegler Capital Management achieves scalable growth, unified reporting and straight-through trading with SS&C Advent (APX & Rules Manager)

Ziegler Capital Management

Matthew Kowieski

CFA, Director of Operations

SS&C Advent B2B Case Studies & Customer Successes

Case Studies

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