Case Study: Williams Jones Investment Management achieves platform consolidation and operational efficiency with SS&C Advent

Williams Jones Investment Management - Customer Case Study

Williams Jones Investment Management, a New York–based investment advisor with $6 billion AUM, faced operational fragmentation after hiring portfolio managers who brought disparate portfolio management and trading systems. To support further growth and standardize workflows, Williams Jones selected SS&C Advent and its solutions—Advent Portfolio Exchange (APX) for portfolio and client management and Moxy for trade order management—to consolidate multiple platforms onto a single infrastructure.

Working with SS&C Advent’s professional services, Williams Jones migrated onto APX and Moxy, achieving integrated data flows, streamlined trading, and improved reconciliation, settlement, reporting, performance calculation and billing. The firm leveraged APX CRM analytics to identify that 50% of client requests were transfers and 25% were reporting, enabling a website upgrade that cut down on email and phone requests; overall the SS&C Advent deployment delivered greater efficiency, standardized processes, enhanced client service, and the ability to scale without proportional increases in administrative headcount.

Williams Jones Investment Management

Hoa Le

Managing Director