Case Study: Wealth Management Partners NV achieves faster, error‑reduced portfolio management and premium reporting with SS&C Advent

Wealth Management Partners NV - Customer Case Study

Wealth Management Partners NV, a Netherlands-based wealth management firm serving high and ultra high net worth individuals, had been running order management on Excel and portfolio reporting via a custodian bank. Seeking a scalable, easy-to-use platform to deliver consolidated, high-quality client reporting and support rapid growth, the firm selected SS&C Advent’s Advent Portfolio Exchange (APX) and Moxy trade order management.

SS&C Advent implemented an integrated APX + Moxy solution with Packager reporting and CRM, delivering front-to-back connectivity on a single SQL platform. The implementation was completed in three months, generated transactions in about five minutes, produced consolidated reports in roughly two hours with a one‑button workflow, and saved the firm about two to three days per reporting cycle—reducing errors, boosting staff productivity, and enabling Wealth Management Partners NV to win larger, more demanding clients.

Wealth Management Partners NV

Martijn Schaar

Application Manager