Case Study: Dutch Private Bank achieves faster insights and streamlined portfolio management with SS&C Advent

Dutch Private Bank - Customer Case Study

Dutch Private Bank, a centuries-old private bank in Amsterdam, needed a technology partner to help it maintain leading, highly personalized wealth-management services. Working with SS&C Advent, the bank built its core platform around Advent Portfolio Exchange (APX) and Moxy trading, and sought updated releases and functionality to improve reporting, pricing accuracy and portfolio modeling.

SS&C Advent delivered new releases of APX and Moxy plus Market Data Integration and enhanced SSRS reporting. APX dashboards give managers rapid access to summary data and reduce the need to run ad hoc reports, SSRS enables highly customized client reporting, MDI automates accurate current and historical pricing for client and audit purposes, and Moxy’s model manager improves agility with drift analysis and rebalancing. Together these SS&C Advent enhancements streamlined workflows, tightened portfolio control and sped decision-making across the bank.