Case Study: Conestoga Capital Advisors improves portfolio analysis and trade efficiency with SS&C Advent Genesis

Conestoga Capital Advisors manages $7 billion+ with SS&C Advent

Conestoga Capital Advisors LLC, an asset manager specializing in small and mid-cap equities, needed a way for its lean team to efficiently identify and act on portfolio outliers to maintain performance integrity and minimize dispersion. The firm partnered with SS&C Advent, a vendor they had worked with since 2005, to implement the cloud-native Advent Genesis platform to meet this challenge.

The solution from SS&C Advent, specifically the Genesis Portfolio Analysis module, provided Conestoga with robust analytics to instantly identify outliers and the integrated capability to initiate corrective trades from the same screen. This resulted in greater efficiency, ease of use, and the ability to present detailed performance analysis to institutional clients and their mutual fund board. The platform's integration, speed, and data integrity ensured the firm's $7+ billion in AUM was reconciled daily by 9:15 AM.

Conestoga Capital Advisors