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Incorporating Wealth Adviser from 2023

Alpima Pierre Mendelsohn

Alpima selects Advent Portfolio Exchange and Moxy

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Alpima, a London-based advisory firm serving professional and institutional clients, has selected SS&C’s Advent Portfolio Exchange (APX) and Moxy to support its digital advisory platform.

It offers the ability to assemble and execute sophisticated investment strategies simply, quickly and cost-effectively.
 
After thorough analysis, SS&C was selected as the preferred partner for its reputation in the marketplace, engagement in the industry, and breadth of standard interconnectivity.
 
APX and Moxy were selected for the high-quality equity and multi-asset investment strategies the solutions support as well as the audit and accountability functionality.
 
"The digital transformation of money management is real. More and more investors care about performance, costs, transparency, and risks – and they want personalised service. SS&C's APX and Moxy enable us to deliver on our vision of combining the customisation our clients want with the low cost and transparency that today's technology allow," says Pierre Mendelsohn (pictured), founder and chief executive of Alpima.
 
"We are delighted to be partnering with such a high-calibre, innovative player in EMEA. Our scalable, robust platform offers the flexibility and foresight to support Alpima's new-generation advisory services," says Mats Berggren, vice president EMEA, SS&C Advent.

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