Case Study: Emirates NBD achieves centralized, automated portfolio management and improved reporting with SS&C Advent

Emirates NBD - Customer Case Study

Emirates NBD, one of the Middle East’s largest banking groups, faced fragmented technology across its private banking and asset management units that relied on manual reporting, external trading sites and no integrated order management. To consolidate operations and reduce manual effort, Emirates NBD selected SS&C Advent’s wealth and asset management platform—including Advent Portfolio Exchange (APX), Moxy, Advent Rules Manager and Tradex—to serve both businesses from a single system.

SS&C Advent implemented a centralized platform that unified portfolio management, reporting, analytics, CRM, trading and compliance, replacing manual report compilation and disparate workflows. The Advent solution delivered tighter integration and process automation, improved analytics and CRM tracking, stronger regulatory and trading controls, and much higher straight‑through processing—streamlining operations, reducing operational risk and enabling further rollouts across Emirates NBD’s global offices.

Emirates NBD

Balaji Krishnamurthi

IT Application Development and Management