Case Study: Dolan McEniry Capital cuts reporting and reconciliation time by 50% and scales operations with SS&C Advent's integrated suite

Dolan McEniry Capital - Customer Case Study

Dolan McEniry Capital, a Chicago-based fixed income value manager with over $2 billion in assets, faced rapid AUM growth, rising trade volumes and complex mortgage‑backed securities accounting that outstripped its legacy systems. To upgrade portfolio accounting and order management and reduce manual reporting and reconciliation, the firm selected SS&C Advent and its integrated products (Advent Portfolio Exchange/APX, Moxy, Advent Custodial Data, Rex and Advent Revenue Center).

SS&C Advent implemented an integrated suite centered on APX with Moxy for order management and ACD/Rex/Revenue Center for reconciliation and billing, delivering immediate ROI: monthly and quarterly reporting time was cut in half, month‑end reconciliation and performance calculations for 550+ accounts dropped from four‑to‑five days to one day, and fixed‑income/MBS tracking (CPRs, paydowns, accretion/amortization) improved. The solution boosted productivity, scalability without added staff, helped traders handle higher volumes, and was deployed on time and under budget.

Dolan McEniry Capital

Jason Scheffler

Director of Operations