Case Study: Williams Jones Investment Management achieves smoother, faster upgrades with SS&C Advent Services

Williams Jones Investment Management - Customer Case Study

Williams Jones Investment Management, a New York–based investment advisor managing $6 billion in assets, faced a complex in-house upgrade of its SS&C Advent systems after having implemented Advent Portfolio Exchange (APX) and Moxy. With tight budgets and significant version-to-version complexity, the firm brought in SS&C Advent Services to ensure the upgrade would be completed on time and with minimal disruption.

SS&C Advent Services implemented the upgrade using its proven project-management methodology and hands-on expertise, allowing Williams Jones to shift staff from day-to-day troubleshooting to high-level oversight. The engagement delivered a faster, smoother transition with low risk of errors, minimal business disruption, a high probability of success at go‑live, and quicker adoption of new functionality — outcomes that led the firm to rely on SS&C Advent Services for subsequent upgrades.

Williams Jones Investment Management

Hoa Le

Managing Director