Boston Trust Taps SS&C for Hosting, Data Management Outsourcing

Investment manager to utilize Advent Outsourcing for portfolio accounting and reporting, trade order management, compliance.

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Boston Trust & Investment Management holds $7.3 billion in client assets under management.

Boston Trust & Investment Management (Boston Trust) has selected SS&C Technologies to provide it with outsourcing services focused on hosted solutions and data management.

An employee-owned investment management firm, Boston Trust is the latest in a line of buy-side firms seeking to reduce operating costs through outsourcing. The firm will utilize the service for portfolio accounting and reporting, trade order management, compliance and revenue management via products SS&C products including Advent Portfolio Exchange, Moxy, Advent Rules Manager, and Advent Revenue Center.

"Partnering with SS&C suits our business needs well ─integrating software, hosting, and data management services in an increasingly agile and competitive organization," said Kenneth S. Pickering, director of operations at Boston Trust, in a statement. "We're looking forward to growing the relationship well into the future."

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