Case Study: IBS Capital Allies achieves secure 24/7 client access and streamlined workflows with SS&C Advent portal

IBS Capital Allies - Customer Case Study

IBS Capital Allies, an Amsterdam‑based independent asset manager with €3.5 billion AUM, needed a modern, secure and fully integrated client portal because its previous solution was limited to basic reporting and didn’t sync with back‑end systems. The firm turned to SS&C Advent and adopted SS&C Advent’s portal solution, hosted through Advent Outsourcing Services, to deliver a customizable, device‑agnostic, white‑label client experience.

SS&C Advent implemented a cloud‑delivered portal with direct, real‑time two‑way connectivity to its portfolio management and reporting systems, eliminating the need for intermediary databases and reducing the risk of miscalculations. Launched in 2016, the solution gives clients 24/7 access to up‑to‑date statements and market commentary on any device, adds encryption and multi‑factor authentication for stronger security, and introduced workflow automation that replaced Excel processes—improving data integrity, internal efficiency and secure, auditable client communications for IBS Capital Allies.

IBS Capital Allies

Rogier Wolf

Operations Manager