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

Buttonwood Financial Advisors - Customer Case Study

Buttonwood Financial Advisors, an independent advisory firm serving about 100 families with $41 million AUM, needed a robust portfolio management system but did not want to build or run an IT operation. To avoid internal data and technology management, Buttonwood selected SS&C Advent’s Advent Portfolio Exchange (APX) delivered via Advent OnDemand as the outsourced SaaS solution.

SS&C Advent implemented APX through Advent OnDemand with full data management, remote access and professional reporting, removing the need for internal IT support. The managed solution cut operational overhead—saving roughly $40,000 a year in labor for the two-person firm—and reduced quarterly performance reporting from two weeks with three people to about four hours, while enabling rebalancing, invoicing and composite management.

Buttonwood Financial Advisors

Damian Gallina

Principal