Case Study

Zevenbergen Capital Investments

“Selecting Advent Outsourcing Services (Advent Managed Services) for cloud delivery has made it so much easier to take advantage of new capabilities in APX and Moxy. AOS (Managed Services) has been a game-changer for us.”

The firm made the decision to step up to APX and simultaneously move the platform to cloud deployment with Advent Managed Services. Along with APX and Moxy, the firm has added Advent Rules Manager for pre- and post-trade compliance monitoring, and SS&C Salentica CRM.

In addition to cloud-based technology hosting, the Managed Services offering includes a menu of operational services performed by SS&C Advent. Zevenbergen has partnered with the Managed Services team for such back-office functions as corporate actions processing and daily reconciliation. “It frees up people to use their skills elsewhere.”