Case Study: Taaleritehdas Plc achieves rapid scalable growth and automated trading compliance with SS&C Advent (APX, Moxy & Rules Manager)

Taaleritehdas Plc - Customer Case Study

Taaleritehdas Plc, a Helsinki‑based private banking group that grew rapidly from 2007 and listed on First North Finland in 2013, needed a scalable platform to support expanding business lines (including about €500 million in private equity) and the management of roughly 4,000 portfolios. To address rising trade volumes and compliance risk without adding headcount, Taaleritehdas turned to SS&C Advent, deploying Moxy for order management, Advent Portfolio Exchange (APX) for portfolio management, and Advent Rules Manager for compliance.

SS&C Advent implemented an integrated solution—Moxy to execute and allocate block trades into APX, with Advent Rules Manager automating pre‑ and post‑trade checks and providing audit logs and risk reporting—eliminating manual trade‑checking across thousands of portfolios. The result was scalable operations that supported the firm’s ~60% annual growth, improved compliance controls and reporting, enabled plans to migrate private equity holdings into APX, and delivered faster issue resolution through a close vendor partnership with SS&C Advent.

Taaleritehdas Plc

Karri Haaparinne

Deputy CEO