Case Study

William Jones Investment Management (APX)

Williams Jones Merges Multiple Platforms Into One: SS&C Advent.

The Manhattan-based firm made a decision to consolidate with the SS&C Advent platform, specifically Advent Portfolio Exchange® (APX), the integrated portfolio and client management solution, and the Moxy® trade order management system. Hiring experienced portfolio managers with existing clients is a common avenue of growth in the asset management business. However, when those same portfolio managers bring their own software along with their book of business, it creates a bit of a technology stew—as happened at Williams Jones.