Case Study: Williams Jones Investment Management achieves firm-wide platform consolidation and major operational efficiencies with SS&C Technologies' Advent (APX & Moxy)

Williams Jones merges multiple platforms into one SS&C Advent

Williams Jones Investment Management, a New York–based investment advisor overseeing $6 billion in AUM, faced a fragmented technology environment after growth through hiring portfolio managers who brought their own portfolio and trading systems. To consolidate operations and support future growth, the firm selected SS&C Technologies’ SS&C Advent platform—specifically Advent Portfolio Exchange (APX) for portfolio and client management and Moxy for trade order management—to replace multiple disparate systems.

With implementation support from SS&C Technologies’ professional services, Williams Jones migrated onto APX and Moxy, standardizing workflows and gaining integrated data, permissioning, and audit trails. The move delivered measurable gains across reconciliation, trade settlement, reporting, performance calculation and billing; CRM analytics showed 50% of client requests were transfers and 25% were reporting, prompting website enhancements that cut down email/phone requests. The result: faster, more accurate operations, scalable processes without proportionate headcount increases, and ongoing support and training via SS&C’s Advent Community.

Williams Jones Investment Management

Hoa Le

Managing Director, Operations and Technology