Case Study: Falcon Private Wealth achieves rapid cloud launch and 25% AUM growth with SS&C Advent

Falcon Private Wealth - Customer Case Study

Falcon Private Wealth, the London-based asset management arm spun out from its former parent, faced an urgent need to replace its portfolio management system and build an IT infrastructure quickly without adding internal IT headcount. To meet tight divestiture deadlines and avoid on-site servers, Falcon engaged SS&C Advent and adopted Advent Portfolio Exchange and Moxy delivered via the cloud-hosted Advent OnDemand platform.

SS&C Advent implemented the hosted solution in about four months, enabling a multi-custodian operating model, a minimal in-house IT footprint, predictable costs and scalability. The move helped Falcon expand its offerings and drove measurable growth — assets under management increased 25% in the first 18 months after Advent’s introduction — and the firm plans to consolidate additional business lines on the SS&C Advent platform.

Falcon Private Wealth

Nick McCall

CEO