Athens, 11524,
Greece
Finvent
Finvent, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Finvent collaboration with software players such as SS&C Technologies, KlarityRisk and Amazon Web Services (AWS) empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2015 |
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Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2015 |
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Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent General Ledger Exchange | Portfolio and Investment Management | 2015 |
In 2015 European Reliance Asset Management implemented SS&C Advent General Ledger Exchange as part of a broader move to a unified Portfolio and Investment Management platform. The deployment, delivered with implementation partner Finvent, formed a front-to-back operating platform for the Athens based asset manager that already used Advent products in its technology stack and sought to eliminate time consuming spreadsheet processes.
The implementation configured SS&C Advent General Ledger Exchange alongside Advent Portfolio Exchange APX and Moxy order management to provide integrated portfolio accounting, order management, performance measurement and automated reporting capabilities. SS&C Advent General Ledger Exchange was deployed as the general ledger interface to Advent’s portfolio accounting functions, enabling ledger posting and reconciliation workflows and supporting configurable reporting and close processes.
KlarityRisk Paragon was implemented and tightly integrated with APX to provide advanced Value at Risk calculation, stress testing, back testing and scheduled simulation runs, with Paragon automatically retrieving positions from APX and returning risk metrics and combined reports. Operational coverage included fund accounting, private portfolio management, high net worth investor and shareholder records, and linked front office order flows through Moxy into APX and GLX, impacting portfolio management, operations, finance, risk and compliance functions.
Governance and process change centralized bookkeeping and reporting workflows, introduced scheduled risk execution and exceptions handling, and eliminated many manual spreadsheet driven procedures. The implementation team emphasized configurability and certified support to minimize workflow interruption, and the integrated platform was positioned to scale to additional assets and clients while improving operational efficiency, client servicing capacity and risk management controls.
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Banking and Financial Services | 35 | $5M | Greece | KlarityRisk | KlarityRisk Paragon | Portfolio and Investment Risk Management | 2015 |
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Construction and Real Estate | 60 | $6M | United States | Amazon Web Services (AWS) | Amazon EC2 | Application Hosting and Computing Services | 2020 |
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Banking and Financial Services | 400 | $50M | Norway | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2009 |
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Banking and Financial Services | 400 | $50M | Norway | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2009 |
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Banking and Financial Services | 400 | $50M | Norway | KlarityRisk | KlarityRisk Paragon | Portfolio and Investment Risk Management | 2009 |
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Buyer Intent: Companies Evaluating Finvent Services
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