Case Study: Wasmer, Schroeder, & Company achieves automated, accurate business intelligence reporting with SS&C Advent's Advent Portfolio Exchange (APX)

Wasmer, Schroeder & Company - Customer Case Study

Wasmer, Schroeder, & Company, a Naples-based RIA focused on fixed-income portfolios with $4.3 billion AUM, relied on SS&C Advent’s Advent Portfolio Exchange (APX) as its central data and reporting platform. The firm struggled to produce periodic internal management reports and RFP responses because APX data had to be exported to spreadsheets and manually compiled—a process that consumed about 5–6 hours per month and introduced risk of errors and inconsistent integration points.

SS&C Advent implemented APX’s business intelligence reporting (leveraging the SSRS framework) to automate internal management reports, replace manual spreadsheets, and add visual analytics like charts and one‑page summaries. The solution eliminated the 5–6 hours of monthly manual work, improved speed, accuracy and repeatability, reduced error risk, and enabled WSC to measure AUM and revenue by wealth manager and client type and respond to RFPs and ad hoc requests much more quickly.

Wasmer, Schroeder, & Company

Martin Wasmer

CEO/Founder