Case Study: Pareto Asset Management achieves scalable growth and stronger compliance with SS&C Advent

Pareto Asset Management boosts AUM 10% with SS&C Advent

Pareto Asset Management, a $5.5 billion independent asset manager based in Oslo, faced the challenge of upgrading its technology infrastructure to support future business growth, increasing regulatory demands, and a recent merger. The long-time client of SS&C Advent needed a more modern and flexible platform to improve operational efficiencies and compliance capabilities.

SS&C Advent implemented its Advent Portfolio Exchange (APX) platform alongside Moxy, Rules Manager, and Tradex. This solution provided Pareto with a scalable and efficient system that streamlined reporting, enhanced compliance through automated checks, and enabled straight-through processing for fund orders. The results included significant time savings, reduced operational risk, and the ability to seamlessly manage increased transaction volumes and complexity following their merger, solidifying Advent's role as a cornerstone of their operations.

Pareto Asset Management