Case Study: Sp-Fund Management streamlines fund operations and supports growth with SS&C Advent

Sp-Fund Management scales to $4 billion AUM with SS&C Advent

Sp-Fund Management, an investment fund and asset management company, faced challenges with its old legacy systems and manual processes, which hindered business development and introduced operational risk. To increase efficiency and support growth, they sought a more modern and flexible technology infrastructure, leading them to partner with vendor SS&C Advent for an integrated solution including Advent Portfolio Exchange (APX) and Tradex.

SS&C Advent implemented a cloud-delivered suite of solutions that automated fund order processing with Tradex and provided integrated portfolio management with APX. This resulted in significantly reduced processing times, the elimination of manual NAV recalculations, and a scalable platform for introducing new funds and instruments. The solution supported remarkable business growth without increasing back-office staff, delivering immediate cost savings and allowing the creation of more compelling investment products for their clients.

Sp-Fund Management