Case Study: Plimsoll Mark Capital achieves differentiated custom client reporting and reduced IT overhead with SS&C Advent (Advent OnDemand)

Plimsoll Mark Capital - Customer Case Study

Plimsoll Mark Capital, a Portland-based wealth advisory serving roughly 60 client families with $200 million AUM, needed a turnkey, web-based reporting solution that required no internal IT and could deliver highly customized client reports to differentiate their service. The firm selected SS&C Advent’s cloud platform, Advent OnDemand®, for its custodian integration, single sign-on and cost-effectiveness as a start-up.

SS&C Advent implemented Advent OnDemand®, delivering an integrated, cloud-based reporting solution that went live within three months and allowed Plimsoll Mark to consolidate accounts into client-defined categories and build bespoke performance reports. The result: clearer, more persuasive client communication that matches the firm’s front-end pitch, easier quarterly meetings, minimal IT overhead, and a scalable, economically compelling platform that supports Plimsoll Mark’s differentiation in the market.

Plimsoll Mark Capital

Bart Weisenfluh

Co-Founder and Managing Director