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

Avalon Advisors - Customer Case Study

Avalon Advisors, LLC, a $3.2 billion wealth manager, faced a slow, labor‑intensive process for calculating average‑daily‑balance fees, producing invoices, and generating historical billing records needed for SEC audits. Already using Axys and Moxy, Avalon selected Advent Revenue Center from SS&C Advent to provide faster, auditable fee calculations and electronic invoice generation.

SS&C Advent implemented Advent Revenue Center, integrating it with Avalon’s Axys platform and storing calculated values on a SQL server to automate fee calculations, streamline invoicing, and preserve historical audit trails. The solution cut fee calculation time from 40 hours to two hours, reduced annual billing days from 28 to 6 (saving 22 days per year), improved accuracy and compliance readiness, and enabled custom reporting for easier SEC reviews.

Avalon Advisors

Gary Bonner

Chief Operating Officer