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.”
“ 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.” Fredrik Steen, Chief Operating Officer, Formue 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.
