Case Study: Chilton Trust Company achieves scalable growth and operational efficiency with SS&C Technologies' Advent Outsourcing Services

Chilton Trust Company - Customer Case Study

Chilton Trust Company, a wealth and institutional asset manager with $4.5 billion in AUM, nearly 100 clients and employees, and three offices, needed a more scalable, secure portfolio management platform to support rapid growth. The firm had launched on Advent Portfolio Exchange (APX) but found its custodian’s hosting model could not keep pace. Seeking an all-in-one hosting and operations partner, Chilton turned to SS&C Technologies (via Advent Outsourcing Services) for APX hosting, servicing and reporting support.

SS&C Technologies implemented APX hosting through Advent Outsourcing Services, taking on hosting, operational workflows, SSRS reporting support and security management. The solution delivered faster issue resolution, reduced in-house IT burden, freed staff to focus on higher-value work, and provided the scalability and up-to-date security measures needed to support Chilton’s growth across products and offices.

Chilton Trust Company

Josh Rosen

Senior Vice President