Case Study: European Value Partners achieves integrated, scalable front-to-back efficiency and timely transparent reporting with SS&C Advent

European Value Partners - Customer Case Study

European Value Partners (EVP), a Luxembourg-headquartered boutique asset manager with €1 billion AUM, needed a sophisticated, scalable front-to-back technology platform to support growth, regulatory compliance and expansion into new markets. To meet those needs they selected SS&C Advent and implemented Advent Portfolio Exchange (APX) together with the Moxy order management system (and integrated RIMES benchmark data services).

SS&C Advent delivered an integrated solution—Moxy for modeling and rebalancing, APX for trade processing, reconciliation, performance analytics and reporting, and RIMES for benchmark data—that automated the transaction chain and strengthened compliance. As a result EVP performs daily reconciliations, can produce transparent, stock‑level client reports by the third day of each month, supports US SEC registration and a new Zurich office with a lean team, and gained scalable infrastructure and richer performance analytics.