Case Study: Hunter Associates achieves faster reconciliations and improved data integrity with SS&C Advent Portfolio Exchange (APX)

Hunter Associates - Customer Case Study

Hunter Associates, a Pittsburgh-based dually registered broker‑dealer and RIA managing $1.4 billion in assets, needed more flexibility than its legacy portfolio accounting system provided. The firm’s proprietary risk‑based asset classification required a platform that could handle custom and traditional asset classes and give advisors faster, more flexible access to portfolio data. After due diligence, Hunter Associates selected SS&C Advent’s Advent Portfolio Exchange (APX).

SS&C Advent implemented APX (migrating from Axys) with custom properties, advanced search, group reporting, role‑based access and audit‑trail functionality. The solution delivered dramatically reduced time to reconcile and prepare reports, easier data access and mining, improved data integrity and broader reporting options — increasing user adoption and strengthening compliance controls. SS&C Advent’s APX enabled Hunter Associates to run faster, more insightful reporting and maintain cleaner, more reliable data across its business.

Hunter Associates

Erica Snyder

Managing Director