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

Altamount Capital Management - Customer Case Study

Altamount Capital Management, an independent multi‑family office in India overseeing about US$250 million in client assets, needed a “super reporting platform” to deliver multi‑level holdings views, sophisticated performance analytics and customizable reports tailored to the Indian market. After evaluating local and international vendors, Altamount selected SS&C Advent’s Advent Portfolio Exchange (APX) to meet its reporting, monitoring and performance‑measurement requirements.

SS&C Advent implemented APX, delivering a SQL‑based, customizable reporting and portfolio management solution that was operational in roughly three months. The firm now generates automated, on‑demand reports (a past report can be produced in about five minutes), runs back‑office administration with a single dedicated employee, and benefits from improved transparency, faster turnaround and scalable infrastructure; Altamount is also extending APX’s management and multicurrency reporting as data feeds become further automated.

Altamount Capital Management

Pranav Joshi

Director of Operations