advent.com | info@advent.com Williams Jones merges multiple platforms into one: SS&C Advent Hiring experienced portfolio managers with existing clients is a common avenue of growth in the asset management business. However, when those same portfolio managers bring their own software along with their book of business, it creates a bit of a technology stew — as happened at Williams Jones. “The firm had grown as different portfolio managers joined, and they brought their own portfolio management and trading systems,” explains Managing Director, Operations and Technology Hoa Le. “We had others who were using custodial tools and reporting. So it was very fragmented. Williams Jones recognized the need to put everyone on the same platform if we wanted to grow and manage o

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