Case Study

Anonymous - High-Net-Worth Family and Institutional Asset Management Firm

"We no longer have to maintain the infrastructure. That was one of our biggest challenges, maintaining the servers and keeping them updated. Now [Advent Managed Services] can handle those upgrades and we don’t have to be bothered with that.”

A New York-based wealth and asset management firm caters to high-net-worth families and institutional clients. Due to their unique needs, they require a robust technology platform and partner that can handle various asset mixes and portfolio strategies.

Their previous experience with a cheaper technology provider reinforced the saying, "you get what you pay for." The firm quickly realized that only SS&C Advent could handle its heavy workload. By renewing its relationship with SS&C Advent, the company migrated its technology platform to the cloud with Advent Managed Services and delegated parts of its operations activity, allowing them to operate with a smaller staff. The company can now focus on serving its clients and managing complex portfolios without the overhead of managing the infrastructure and operations.

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