Case Study

First Trust Direct Indexing

“Outsourcing key operational and technical components to an organization that can add incremental resources as we grow is a great advantage.”

Separately managed accounts, multiple custodian relationships, server maintenance, and labor-intensive reconciliation processes are a few areas SS&C Advent solutions and services support this firm, specializing in direct indexing. Advent Managed Services frees up the firm’s in-house resources allowing time to focus on its growth strategies. With complete transparency into its operations using the Console - a real-time communication portal with its managed services operations team – the firm has a single access point for its data and reporting needs before each trading day.

Learn how Advent Managed Services provides firms greater flexibility to scale their operations and the agility to pursue growth without operational or system constraints.