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

Caldwell Sutter Capital streamlines back office with SS&C Advent after 3 strategic acquisitions

Caldwell Sutter Capital, a hybrid RIA/broker-dealer, needed a comprehensive reporting solution to simplify and automate its back office after a series of strategic acquisitions. The firm required a tightly integrated core tech-stack to serve its clients effectively across various money locations.

SS&C Advent implemented its solution to provide Caldwell Sutter Capital with a single, comprehensive reporting platform. This allowed the firm to simplify its operations and achieve a tightly integrated technology stack, enabling them to better serve their clients with customized equity and fixed income strategies.

Caldwell Sutter Capital