“Using Advent Data Solutions allows us to reconcile around 1,500 accounts—all transactions, all positions—in less than 10 minutes every morning.”
“Using Advent Data Solutions allows us to reconcile around 1,500 accounts—all transactions, all positions—in less than 10 minutes every morning.”
2 PagesToronto-based Manitou Investment Management serves both institutional and high net worth clients with a mix of segregated accounts and pooled funds or mandate products. The name “Manitou” derives from a First Nations term signifying stewardship with integrity, the foundation of the firm’s long-lasting client relationships. While its AUM approximates 1 billion Canadian dollars, Manitou runs fairly lean, and therefore relies on a robust technology platform powered by SS&C Advent. “There are only 16 of us here at Manitou, and only three or four people in operations, so we’re a small shop” explains James Meadows, Executive Vice President of Operations. “We leverage technology as much as possible to get through our day and expedite our processes. ”
