Case Study: Hutchinson Capital Management achieves 25% faster operations and centralized client data with SS&C Advent (Advent Portfolio Exchange)

Hutchinson Capital Management - Customer Case Study

Hutchinson Capital Management, a $500M investment manager in Larkspur, CA, faced operational friction from a patchwork of noncommunicating systems—a separate CRM, reporting platform and databases—that made client servicing and workflow inefficient. To centralize data and streamline processes, the firm selected SS&C Advent’s Advent Portfolio Exchange (APX) (and complemented it with Advent Moxy for trade order management).

SS&C Advent migrated Hutchinson’s data (about 1,000 contacts) to APX, customized CRM and marketing fields, integrated Microsoft Outlook, and implemented Moxy FIX connectivity for trading. The unified solution cut average operational time by 25% (25% reduction for daily reconciliation, ~15% for new-account setup), halved the trader’s rebalancing time, reduced the need to hire additional staff, and delivered faster, firm‑wide access to client and account data.

Hutchinson Capital Management

Kelli Frostad

Vice President and Director of Operations