Case Study: Wasmer, Schroeder & Company achieves centralized CRM, streamlined reporting and stronger compliance with SS&C Technologies' Advent Portfolio Exchange (APX)

APX is the “all-in-one solution” for Wasmer, Schroeder

Wasmer, Schroeder, & Company, an RIA focused on fixed‑income portfolios with $3.4 billion AUM, was operating without an integrated CRM and kept client contact and portfolio links in multiple spreadsheets. As a long‑time user of Advent’s Axys, the firm adopted Advent Portfolio Exchange (APX) from SS&C Technologies to gain CRM integration and report packaging on a single SQL platform.

SS&C Technologies implemented APX to centralize contact data, link CRM with portfolio management, automate report packaging (enabling about two‑thirds of clients to receive reports by email as PDFs), and enforce permissions with a patented audit trail. The deployment eliminated re‑keying and reduced errors, sped quarterly report production, streamlined prospect-to-client onboarding, and strengthened compliance and operational controls for Wasmer, Schroeder, & Company.

Wasmer, Schroeder, & Company

Bob Stiess

IT Coordinator