Case Study: Zevenbergen Capital Investments LLC achieves rapid work-from-home readiness and stronger disaster recovery with SS&C Advent (Advent Outsourcing Services & APX)

Zevenbergen Capital Investments LLC - Customer Case Study

Zevenbergen Capital Investments LLC, a Seattle-based private wealth manager with $2.7 billion AUM, faced a critical technology challenge: an aging on‑premise portfolio accounting environment (Axys) that had led to missed quarter‑end reports and limited reporting flexibility. With an 18‑person staff that needed to shift quickly to remote work during the COVID‑19 shutdown, Zevenbergen sought a cloud‑based, disaster‑resilient solution from SS&C Advent to modernize portfolio accounting and reporting.

SS&C Advent migrated the firm to Advent Portfolio Exchange (APX) and moved APX, Moxy and Rules Manager to cloud delivery via Advent Outsourcing Services (AOS), adding operational services like corporate actions processing and daily reconciliation. The change enabled Zevenbergen to transition its entire staff to work‑from‑home within about a week, strengthened disaster recovery and business continuity, improved reporting quality and flexibility, and freed internal staff for higher‑value work—outcomes Jim Fasano calls “a game‑changer” from SS&C Advent.

Zevenbergen Capital Investments LLC

Jim Fasano

Managing Director, Information & Security Systems