Case Study: Lincluden Investment Management achieves greater productivity and enhanced client reporting with SS&C Advent APX

Lincluden Investment Management - Customer Case Study

Lincluden Investment Management, an Oakville, Ontario asset manager with about $2 billion AUM, was constrained by a legacy portfolio accounting system after a vendor price increase and limited reporting functionality. To gain more hands‑on control for portfolio managers, richer client reporting and greater scalability, Lincluden selected Advent Portfolio Exchange (APX) from SS&C Advent.

SS&C Advent deployed APX — a SQL‑based, open‑architecture portfolio management platform with automated third‑party integrations and robust custom reporting — allowing Lincluden to automate data exchange, broaden internal usage, and redeploy staff to higher‑value tasks. The solution saved roughly 1 to 1.5 hours per day via automated integrations and about one administrator one to two days per month on reporting, improved client reporting customization and satisfaction, and provided scalable, supported infrastructure for future growth.

Lincluden Investment Management

Lynn Eplett

Vice President