Conestoga & SS&C Advent: Driving the Future of Investment Operations with Genesis
For more than two decades, Conestoga Capital Advisors has exemplified what a true technology partnership can look like.
An SS&C Advent client since 2005, Conestoga has not only adopted our solutions—they’ve helped shape them. Their hands-on involvement as a longtime development partner and active beta program participant has contributed directly to key innovations across the Advent ecosystem, from streamlining portfolio management processes to building the customizable workflows investment managers rely on today.
A Collaboration Built on Insight, Trust, and Shared Progress
From the beginning, SS&C Advent has integrated Conestoga’s operational experience into product enhancement cycles. Their feedback and early feature testing have informed how our solutions manage data flows, streamline processes, and support the evolving needs of institutional managers.
This collaboration has thrived from a foundation based on:
Deep relationship continuity: A decadeslong partnership grounded in transparency and two-way communication.
Trusted technology: In a recent conversation, Conestoga emphasized the stability and reliability of Advent’s platform as factors in their continued partnership.
A cloud ready roadmap backed by SS&C’s long-term financial strength: Our stable ownership and commitment to modernization have played a meaningful role in Conestoga’s decision to move forward with next generation solutions.
A secure, dedicated server architecture: An essential requirement for institutional managers, and a core area where Genesis aligns closely with Conestoga’s operational frameworks.
Why Genesis — and Why Now
Conestoga’s move to the unified, cloud-native Genesis, an investment management solution that connects the entire investment office on a single, trusted data platform, reflects a strategic market shift toward cloud-enabled operations.
As Managing Partner Duane D’Orazio explained, the decision was driven by Advent’s clear roadmap and a strong focus on cloud innovation. Their priorities mirror what many firms seek today:
- Accessibility and operational resilience
- Cybersecurity safeguards
- A path toward more flexible, scalable modernization
For Conestoga, this move isn’t just about technology; it’s about aligning with a future-ready platform that supports their complex operational needs and positions them for long-term growth.
And as Conestoga embarks on this next chapter, they’ll continue to serve as a strategic voice in shaping the evolution of Genesis—just as they have for more than two decades.
Twenty Years of Collaboration—and Still Moving Forward
What makes the Conestoga-Advent relationship unique is not just its length, but its impact. Conestoga’s input has shaped capabilities that benefit our broader community of investment managers.
And as we continue enhancing Genesis and evolving the investment technology stack of the future, partners like Conestoga ensure we’re building what the industry truly needs.
Learn more about Genesis, the future of investment technology.
