Case Study: Stonehage Fleming achieves scalable, harmonized operations and faster portfolio rebalancing with SS&C Advent

Stonehage Fleming - Customer Case Study

Stonehage Fleming, formed by the merger of Stonehage and Fleming Family & Partners, needed a harmonized, scalable global operating platform to replace an insufficient in‑house system and unify two investment management businesses. To address this, Stonehage Fleming engaged SS&C Advent and adopted its integrated product suite, including Advent Portfolio Exchange (APX), Moxy, Advent Genesis, Advent Rules Manager and Advent Outsourcing Services.

SS&C Advent implemented a cloud‑based solution—Advent Genesis for portfolio construction and rebalancing, Moxy for trade order management, APX for custody connectivity and reporting, plus AOS for reconciliations—delivering faster, more consistent modeling and trading, higher data quality and more responsive client reporting. The integrated platform supports connectivity to 20+ custodians, has increased trading diligence, reduced operational footprint via outsourced reconciliations and is forecast to deliver a 12% return on investment, underscoring the benefit of SS&C Advent’s scalable, evolving product suite.

Stonehage Fleming

Glenn Murphy

Chief Operating Officer