Case Study: Polunin Capital Partners achieves automated, future-proof operations and streamlined reporting with SS&C Advent

Polunin Capital Partners - Customer Case Study

Polunin Capital Partners, a London-based specialist in emerging and frontier market equities managing $5.5 billion AUM, relied heavily on Excel-driven workflows that couldn’t scale as the firm grew. To future-proof operations, eliminate key-person risk and strengthen compliance and reporting, Polunin turned to long-time vendor SS&C Advent, deploying its front-to-back suite including Moxy (order management), Advent Rules Manager (pre/post-trade compliance) and the Advent Portfolio Exchange (APX) portfolio, accounting and reporting platform, with plans to implement the NAV Management Utility for automated NAV/pricing and fee calculations.

SS&C Advent’s integrated solution automated trading, confirmation and settlement processes, standardized compliance controls and expanded APX reporting to replace manual Excel tasks. Moxy’s integration with Omgeo CTM cut settlement workflow by 80%, Rules Manager systematized compliance with audit trails, and APX improved reporting and operational efficiency—reducing reconciliation time, lowering error risk and enabling Polunin Capital Partners to scale and focus staff on higher-value work.

Polunin Capital Partners

Varun Sukthankar

Head of Operations