Boston Trust & Investment Management (Boston Trust) has tapped SS&C Technologies’ Advent Outsourcing Services for the firm's improved hosting and data management needs.
Under the agreement, the technology provider will offer its portfolio accounting and reporting, trade order management, compliance and revenue management via products such as Advent Portfolio Exchange, Moxy, Advent Rules Manager, and Advent Revenue Center.
Boston Trust director of operations Kenneth Pickering said: "Partnering with SS&C suits our business needs well – integrating software, hosting, and data management services in an increasingly agile and competitive organization.
"The SS&C suite offers both flexibility in terms of solutions available, and, by combining the technology with expert technical and operational services, allows Boston Trust the foundation from which to focus on our core competencies."
SS&C Advent senior vice president and general manager Robert Roley said: "We're proud to be chosen by Boston Trust after their thorough review process which illustrates their belief in our ability to provide best in class service.”
Boston Trust is an employee-owned investment management firm that provides investment management and fiduciary services to individuals and institutions. It manages nearly $7.3bn in client assets under management (AUM).