Case Study

Manitou Investment Management

“Using Advent Data Solutions allows us to reconcile around 1,500 accounts—all transactions, all positions—in less than 10 minutes every morning.”

Toronto-based Manitou Investment Management serves both institutional and high net worth clients with a mix of segregated accounts and pooled funds or mandate products. Manitou built out its SS&C Advent platform over time, starting with Advent Portfolio Exchange (APX) for portfolio management, accounting, and reporting, Moxy for trade order management, and Advent Custodial Data for daily feeds from custodians for reconciliation. Manitou further streamlined its reconciliation process with the addition of Advent TransPort.