Case Study: Disciplined Growth Investors achieves faster month- and quarter-end reporting, improved client service and streamlined compliance with SS&C Advent

Disciplined Growth Investors - Customer Case Study

Disciplined Growth Investors, an employee‑owned RIA managing $5.8 billion, needed a more integrated way to combine portfolio management, client relationship management and reporting while handling an increasing volume of client trading restrictions — all without sacrificing the high‑touch service that defines the firm. To address these challenges they partnered with SS&C Advent and adopted Advent Portfolio Exchange (APX) alongside Moxy and Advent Rules Manager.

SS&C Advent implemented APX with dashboards, recurring tasks and automated report generation, and integrated Moxy and Advent Rules Manager for trade order management and compliance. The result: faster, more accurate month‑end and quarter‑end workflows (month‑end moved from the third/fourth business day to the first day; quarter‑end shortened from five days to three), fewer reporting errors, improved client service through centralized client intelligence, and clearer, automated handling of complex trading restrictions.

Disciplined Growth Investors

Peter Rieke

Chief Compliance Officer and Manager of Information Technology