Case Study: European Reliance Asset Management achieves scalability, operational efficiency and improved risk management with SS&C Advent

European Reliance Asset Managemen - Customer Case Study

European Reliance Asset Management, an Athens-based asset manager with €300 million AUM, faced time-consuming manual procedures from a legacy Greek platform and extensive Excel use and needed an integrated, scalable operating platform. They chose SS&C Advent, deploying Advent Portfolio Exchange (APX), Moxy and GLX alongside KlarityRisk’s Paragon to modernize portfolio, order, ledger and risk workflows.

SS&C Advent implemented a single front-to-back infrastructure integrated with KlarityRisk Paragon’s advanced VaR and risk reporting, automating many manual tasks and strengthening compliance. As a result, European Reliance reduced operational overhead, freed staff to focus on clients and portfolio performance, improved risk control and gained the scalability to add assets and clients with minimal impact to workflows.