The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.
The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.
3 Pagesadvent.com | advent@sscinc.com Case Study “ The SS&C Advent platform is a crucial part of our infrastructure, and the backbone of everything we do, so we are very happy.” Fredrik Steen, Chief Operating Officer, Formuesforvaltning PROFILE Client: Formuesforvaltning AS Location: Headquarters in Oslo, Norway. Offices across Norway and Sweden. Description: Largest privately-owned independent wealth management firm in the Nordics, providing bespoke financial life management services with best-in-class asset allocation and portfolio construction across all asset classes. AUM: NOK 89 billion (76,5 in Norway, 12,5 in Sweden) BACKGROUND • Established in 2000. • Initially relied on in-house built order and portfolio management systems. • Following a number of acquisitions, wanted
