Case Study: Jamison, Eaton & Wood halves billing time and achieves faster, more accurate revenue forecasting with SS&C Advent Revenue Center

Jamison, Eaton & Wood - Customer Case Study

Jamison, Eaton & Wood, a New Jersey–based asset management firm, faced lengthy, labor-intensive billing and forecasting because of highly individualized fee arrangements and rolling billing cycles. As a long-time Axys user, the firm turned to SS&C Advent’s Advent Revenue Center to automate invoice generation and streamline revenue forecasting.

SS&C Advent’s Advent Revenue Center let Jamison, Eaton & Wood encode custom fee rules, automate billing and run what‑if forecasts tied to Axys data; the vendor reports billing time was cut in half (quarter‑end from two days to one, rolling cycles to half a day) and the monthly run‑rate report dropped from about a day to roughly an hour. The solution also sped collections (reducing hundreds of individual checks to custodial wires) and improved forecasting accuracy, freeing staff time and accelerating cash flow.

Jamison, Eaton & Wood

Lisa Bellando

Vice President of Administration