List of Advent Moxy Customers
San Francisco, 94103, CA,
United States
Since 2010, our global team of researchers has been studying Advent Moxy customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Advent Moxy for Trade Order Management System (TOMS) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Advent Moxy for Trade Order Management System (TOMS) include: Manitou Investment Management, a Canada based Banking and Financial Services organisation with 30 employees and revenues of $7.0 million, Lincluden Investment Management, a Canada based Banking and Financial Services organisation with 30 employees and revenues of $5.0 million, Zevenbergen Capital Investments, a United States based Banking and Financial Services organisation with 30 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Advent Moxy, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Advent Moxy customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lincluden Investment Management | Banking and Financial Services | 30 | $5M | Canada | SS&C Advent | Advent Moxy | Trade Order Management System (TOMS) | 2018 | n/a |
In 2018, Lincluden Investment Management went live with Advent Moxy, deploying Advent's trading and rebalancing suite including Genesis and the Moxy OMS to accelerate model to trade workflows and simplify rebalancing. Apps Category
The implementation centered on Advent Moxy as the order management system and Genesis for rebalancing and model orchestration, enabling automated model to trade conversion, centralized trade creation, and streamlined rebalancing runs. Configuration focused on order management workflows, rebalancing batch execution, and trade export capabilities to support daily trading and portfolio operations.
The go live occurred in June 2018 and covered trading and finance functions in Canada, shifting operational responsibility for trade creation and rebalancing to the combined Advent suite. Governance emphasized workflow standardization between portfolio management and trading operations, and the firm reported measurable time savings with significantly faster rebalancing and trade creation as immediate outcomes.
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Manitou Investment Management | Banking and Financial Services | 30 | $7M | Canada | SS&C Advent | Advent Moxy | Trade Order Management System (TOMS) | 2014 | n/a |
In 2014, Manitou Investment Management implemented SS&C Advent APX alongside Advent Moxy to support Portfolio Management, accounting and reporting, and trade order management for its operations and finance functions in Canada. The implementation positioned Advent Moxy as the central order management and trade lifecycle engine, while APX provided portfolio accounting and consolidated reporting capabilities.
Configuration focused on portfolio accounting ledgers, trade capture and order execution workflows, and daily reconciliation processes typical of Portfolio Management systems. Advent Moxy was configured for trade order management and routing, and APX was configured for position accounting and regulatory reporting, with both systems operating as the firm’s core investment operations applications.
Manitou later added Advent data and reconciliation products to streamline data ingestion and automate reconciliation tasks, enabling the integrated environment to reconcile approximately 1,500 accounts in under 10 minutes each morning. Those additions tightened operational coverage across the firm’s operations and finance teams in Canada and reduced manual reconciliation work through automated matching and exception handling.
Governance changes emphasized centralized operational ownership for daily reconciliation and exception workflows, with process rework to route exceptions from Advent reconciliation tooling into operations review queues. Advent Moxy, as deployed, served portfolio managers and operations staff within Portfolio Management, aligning trade order processing with downstream accounting and automated reconciliation routines.
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Zevenbergen Capital Investments | Banking and Financial Services | 30 | $3M | United States | SS&C Advent | Advent Moxy | Trade Order Management System (TOMS) | 2020 | n/a |
In 2020, Zevenbergen Capital Investments implemented Advent Moxy, a trade order management application. The firm migrated from on-prem Axys to APX delivered via Advent Managed Services and placed APX, Advent Moxy, and Rules Manager in the cloud to improve trading operations, reporting, and business continuity across finance and operations in the United States.
The deployment centralized trade order management workflows in Advent Moxy and used Rules Manager to enforce rule-based trade controls and automation. APX provided portfolio accounting and reporting, and the combined configuration supported order lifecycle activities and regulatory reporting workflows typical for investment management operations.
Cloud delivery via Advent Managed Services established a managed operations model, shifting availability and disaster recovery responsibilities to the provider and consolidating system administration off premises. The firm went live with the cloud deployment around February and March 2020, and credited the cloud configuration with enabling a rapid transition to remote work and stronger disaster recovery.
Operational coverage focused on finance and operations functions in the United States, where Advent Moxy trade order management became the primary system for trade lifecycle management. Governance moved toward cloud-centric configuration and managed services oversight, with operational processes adjusted to support remote access and provider-led continuity planning.
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