Case Study

“The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs. Our clients love it because it’s highly intuitive and really

“The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs. Our clients love it because it’s highly intuitive and really

advent.com | advent@sscinc.com A sophisticated client portal at one time was a powerful competitive differentiator. In today’s digitalized world, it has become a must-have. Clients want smooth, fingertip access to up-to-date portfolio information when and where they choose. And they expect the tool to be secure and easy-to- use. Firms unable to satisfy those demands are now the ones that stand out — but for all the wrong reasons. IBS Capital Allies knew it needed a high- quality portal solution that could meet its clients’ evolving requirements. The answer was to turn to its tried and tested technology partner: SS&C Advent. “The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs,” says Rogier Wolf, Operations Manager with IBS Capital Allies

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