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

Chilton Trust Company - Customer Case Study

Chilton Trust Company, a wealth and institutional asset manager with $4.5 billion in AUM, nearly 100 clients and three offices, faced a need for a more scalable portfolio management and hosting model as asset and transaction volumes grew. The firm had built its operations on Advent Portfolio Exchange (APX) but the custodian-hosted service could not keep pace, so Chilton looked for a committed provider and selected SS&C Advent (Advent Outsourcing Services) to host and support APX.

SS&C Advent implemented its Advent Outsourcing Services to migrate and host APX, deliver SSRS reporting support, and take on operational workflows. The transition was smooth, issue resolution improved thanks to AOS’s product expertise, security was strengthened, and Chilton freed internal staff for higher‑value work—enabling the firm’s continued growth to $4.5B AUM and nearly 100 clients while reducing in‑house IT burden and increasing scalability and flexibility.

Chilton Trust Company

Josh Rosen

Senior Vice President