Case Study: Instituut voor Vermogensopbouw achieves one-day, personalized client reporting with SS&C Advent (Advent Portfolio Exchange)

Instituut voor Vermogensopbouw - Customer Case Study

Instituut voor Vermogensopbouw (IVV), a Vlaardingen-based wealth manager overseeing €30 million for 72 clients with a four-person team, needed a portfolio management platform that could consolidate data from multiple brokers and deliver highly personalized reports for its “financial chauffeur” service. IVV chose Advent Portfolio Exchange (APX) from SS&C Advent to combine portfolio management, reporting, performance analytics, business intelligence and CRM in a single solution.

SS&C Advent’s APX centralized multi-broker reporting and CRM, enabling IVV to produce customized “financial DNA” reports, rank client risk for due diligence, and view business metrics via dashboards. The change cut report assembly from three days with four people to one day with one person, boosted productivity for the small team, strengthened client relationships through tailored reporting, and gave managers clearer oversight to compete with much larger firms.

Instituut voor Vermogensopbouw

William Van der Maas

Founder