When Stonehage and Fleming Family & Partners joined forces to become one of the world’s leading independently-owned family offices, the combined firm faced the same challenge many merged entities do: how to create a unified, efficient operating infrastructure that would maximize the benefits and opportunities of coming together. The answer was to partner with SS&C Advent. Flexible scalability promotes growth. Stonehage Fleming started by building a standardized front-to-back infrastructure and operating model for its UK business, using an integrated solution suite combining Advent Portfolio Exchange (APX), Moxy, Advent Rules Manager and Advent Genesis, along with Managed Services to handle custodial data management and reconciliations.

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