Case Study

Stonehage Fleming

“Choosing SS&C Advent’s product suite was recognition that its offering is both leading-edge and mature, and meeting our business needs for scalability and harmonization.”

When Stonehage and Fleming Family & Partners joined forces, the combined firm faced the same challenge many merged entities do: how to create a unified, efficient operating infrastructure that would allow the new organization to maximize the benefits and opportunities of coming together. The answer, says Stonehage Fleming Investment Management Chief Operating Officer Glenn Murphy, was to bring in SS&C Advent. Learn more about how they replaced in-house portfolio modeling and rebalancing processes to optimize the management of clients’ portfolios, and improved data quality across the organization.

Case Study
Stonehage Fleming