Case Study: Mittleman Investment Management institutionalizes operations and accelerates growth with SS&C Advent OnDemand

Mittleman Investment Management - Customer Case Study

Mittleman Investment Management, a SEC-registered advisor managing $55 million in concentrated global value equity portfolios, needed to institutionalize its operations to win institutional and high‑net‑worth clients. After evaluating providers, Mittleman selected SS&C Advent’s Advent OnDemand solution to deliver a robust portfolio management platform, strong data integrity, and the industry credibility required to support future growth.

SS&C Advent implemented Advent OnDemand—a hosted Advent Portfolio Exchange platform with fully outsourced back‑office services, integrated CRM, daily reconciliation across a broad custodian network, and GIPS‑compliant performance reporting. The firm went live within one month, gained reliable performance calculations and expanded client reporting without buying a separate CRM, and secured the operational foundation SS&C Advent promised to support Mittleman’s growth and client‑service objectives.

Mittleman Investment Management

Evan Newman

Director of Marketing and Business Development