Case Study: Cooper Lapman Financial achieves streamlined, low-overhead operations with SS&C Advent's Advent OnDemand

Cooper Lapman Financial - Customer Case Study

Cooper Lapman Financial, a two‑person financial planning and investment management firm with $45 million in AUM, needed to minimize back‑office work and IT overhead so the principals could focus on client planning and low‑cost investment management. To solve that challenge they adopted SS&C Advent’s Advent OnDemand service (delivered through their custodian) for portfolio management, reconciliation and cloud access.

SS&C Advent implemented Advent OnDemand as a SaaS, integrated with the custodial platform and including off‑site data management, daily reconciliation and hands‑on training and support. As a result Cooper Lapman Financial eliminated the need for additional back‑office staff, reduced IT and disaster‑recovery burden, gained anywhere access and streamlined operations—enabling two principals to efficiently run a $45M practice while keeping client costs low.

Cooper Lapman Financial

Mimmy Cooper

Principal