Case Study: Williams Jones Investment Management achieves faster, low‑risk system upgrades with SS&C Technologies (Advent Services)

Williams Jones partners with SS&C Advent Services for smooth upgrades

Williams Jones Investment Management, a New York–based investment advisor with $6 billion AUM, faced a complex, mission‑critical upgrade of Advent Portfolio Exchange (APX) and Moxy during a tight‑budget period. After attempting an in‑house conversion and finding the version jump introduced significant environment‑specific complexity, the firm partnered with SS&C Technologies (via its Advent Services team) to ensure a reliable upgrade.

SS&C Technologies’ Advent Services led the project using a proven project‑management methodology and deep product expertise, minimizing risk and business disruption. The engagement produced a faster, smoother go‑live with fewer errors and lower support burdens, enabling Williams Jones to adopt system enhancements more quickly — outcomes the firm says justify always using SS&C Technologies’ Services for upgrades.

Williams Jones Investment Management

Hoa Le

Managing Director, Operations and Technology