Case Study: Grisanti Capital Management achieves a seamless Moxy upgrade and streamlined trading and reporting with SS&C Advent

Grisanti Capital Management - Customer Case Study

Grisanti Capital Management, a New York–based private wealth manager with $250 million AUM, six staff and 128 accounts, had long used SS&C Advent’s Axys and Moxy solutions and needed to upgrade Moxy when its older version was slated to be sunset. The firm’s challenge was to move to a supported Moxy release without disrupting trading, reporting or client service.

SS&C Advent’s Professional Services team coordinated an overnight Moxy upgrade (working from market close to completion that evening) with Grisanti’s IT consultant, and the new version was tested and running the next morning with no business interruption. The upgrade preserved seamless integration between Moxy and Axys, streamlined allocation-to-execution workflows, simplified reporting and enabled the small firm to continue servicing 128 accounts efficiently — demonstrating SS&C Advent’s ability to deliver a low‑impact, measurable improvement to operations.

Grisanti Capital Management

Mike Pietzak

Chief Operating Officer