Case Study: Homrich Berg achieves streamlined securities claim filing with SS&C Advent

Homrich Berg - Customer Case Study

Homrich Berg, an independent wealth manager based in Atlanta, struggled with the tedious, time-consuming process of filing securities class action claims — researching cases, gathering confirms and statements, and managing varied administrator templates. As an SS&C Advent user, Homrich Berg leveraged SS&C Advent’s Connection extract to access comprehensive trade data needed for claims, simplifying the data-gathering side of the workflow.

Using SS&C Advent’s free extract from Advent Connection, Homrich Berg can generate a complete report in minutes (the extract/download and report run took less than 15 minutes), then upload it to Chicago Clearing Corporation (CCC) for end‑to‑end claim filing. Thanks to SS&C Advent’s extract and CCC’s handling of CUSIP matching, administrator requirements, and distributions, Homrich Berg eliminated cumbersome paperwork, freed staff to focus on core work, and gained quick support and customizable check allocation.

Homrich Berg

Christopher Casdia

Compliance and Operations Manager