Case Study: Tortoise Capital Advisors achieves consolidated algorithmic trading and increased productivity with SS&C Advent (Moxy OMS)

Tortoise Capital Advisors - Customer Case Study

Tortoise Capital Advisors, a $2.5 billion manager focused on oil and gas transport infrastructure, was struggling with fragmented execution as it moved more trading to algorithmic platforms. Integrating multiple brokers’ algo front-ends into their legacy OMS created operational complexity, manual steps and elevated error risk, so the firm engaged SS&C Advent to achieve better broker connectivity and straighter-through processing.

SS&C Advent implemented its Moxy OMS together with Advent Portfolio Exchange (APX) and FIX connectivity, consolidating algorithmic trading (built‑in links to 20+ algo providers) onto a single platform. The result: traders now handle 20–30 orders each versus 5–10, real‑time order tracking and best‑execution improved, errors became extremely rare, and Tortoise sustained reported trading-volume growth of roughly 30–50% CAGR while increasing productivity and reducing operational risk.

Tortoise Capital Advisors

Kenneth Malvey

Managing Director