Case Study: Trillium Asset Management achieves faster reporting and centralized client data with SS&C Advent Portfolio Exchange (APX)

Trillium Asset Management - Customer Case Study

Trillium Asset Management, a Boston-based asset manager focused exclusively on sustainable and responsible investing, faced significant manual customization and inefficient workflows to track ESG criteria and integrate client and portfolio data across systems. To replace a legacy portfolio accounting system and centralize client data, Trillium worked with SS&C Advent to implement Advent Portfolio Exchange (APX).

SS&C Advent’s APX delivered an integrated portfolio management and CRM platform with custom field management, advanced search, a print-merge feature and improved integration with Moxy. The solution let Trillium standardize and centralize data, eliminated manual field upkeep, and dramatically sped reporting — reducing quarter‑end package production from over a week and five people to under an hour by one person — yielding clear time and resource savings.

Trillium Asset Management

Bill Noland

Quantitative Analyst and Portfolio Associate