Case Study

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

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

advent.com | advent@sscinc.com 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. The merger brought together two high- quality investment management lines of business. But its in-house built technology platform wasn’t sufficiently scalable to accommodate both business lines and achieve the harmonization Stonehage Fleming wanted in the way it managed its business and clients’ money. Stonehage Fleming therefore turne

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