Case Study: Strand Kapitalförvaltning achieves scalable growth and seamless portfolio-to-trade integration with SS&C Advent (APX & Moxy)

Strand Kapitalförvaltning - Customer Case Study

Strand Kapitalförvaltning, a Stockholm-based asset manager founded in 2004, faced the challenge of moving away from manual processes and choosing a platform that could support future growth. They selected SS&C Advent’s Advent Portfolio Exchange (APX) and Moxy trading platform to automate front-, middle- and back-office workflows and deliver flexible, client-ready reporting.

SS&C Advent implemented an integrated APX and Moxy solution that provided seamless portfolio management, trade order management and customizable reporting. The result: Strand scaled from roughly 30–40 portfolios and about $40M AUM at launch to 150 portfolios and approximately $300M AUM—managing five times as many portfolios without major infrastructure or staffing additions—while improving efficiency and supporting continued growth.

Strand Kapitalförvaltning

Bobby Weijmar

Founding Partner, Chief Executive Officer and Portfolio Manager