Case Study: Willingdon Wealth Management achieves daily reporting, greater control, and improved operational efficiency with SS&C Advent's Advent OnDemand

Willingdon Wealth Management - Customer Case Study

Willingdon Wealth Management, an RIA serving high‑net‑worth and small business owners with $140 million AUM, faced limited access to portfolio data and constrained reporting while outsourcing accounting and weekly reporting to a local vendor. Seeking more control, functionality and more frequent updates, Willingdon selected SS&C Advent’s Advent OnDemand to replace its prior outsourced reporting model.

SS&C Advent implemented Advent OnDemand as a SaaS portfolio management solution integrated with Willingdon’s custodial and trading platform, giving the firm daily data updates, customizable reporting (including fixed‑income duration and credit metrics) and in‑house composite calculations for three composites. The switch delivered measurable gains — daily instead of weekly reporting, improved internal reporting flexibility, smoother operations and faster support — enabling Willingdon to streamline back‑office workflows and better serve clients.

Willingdon Wealth Management

Tom Searson

Managing Director–Portfolio Manager