Commerce Trust Goes Live on SS&C Advent’s Genesis

Key Terms

cloud-native technical

Cloud-native describes a way of creating and running applications that are designed specifically to operate smoothly on cloud computing platforms. Think of it as building a house with flexible, lightweight materials that can be easily moved, scaled, or adjusted as needed, rather than using rigid, traditional construction. For investors, it signifies technology that is more adaptable, efficient, and capable of quickly responding to changing market demands.

order and execution management system financial

An order and execution management system is software that organizes, routes and tracks buy or sell instructions for securities from the moment an investor decides to trade until the trade is completed. Think of it as a traffic control and delivery dispatcher for trades: it helps get orders to the right market quickly, monitors execution quality and manages risks and rules. Investors care because faster, more reliable execution can lower costs, reduce missed opportunities and improve the chances of getting the best available price.

managed accounts financial

Managed accounts are collections of investments owned by an individual or institution but run day-to-day by a professional who buys, sells and allocates assets according to an agreed plan. They matter to investors because they provide tailored oversight, active risk control and potential tax efficiency—like hiring a personal chef to manage your diet—while fees and the manager’s skill directly affect returns.

pooled funds financial

A pooled fund collects money from many investors into a single investment pot that is managed collectively, similar to friends pooling cash for a group purchase. It matters because pooling lets individuals access a diversified mix of investments and professional management at lower cost and with greater buying power than most could achieve alone, while also concentrating risk and creating ongoing fees and shared control over investment choices.

workflows technical

Workflows are the planned sequence of steps, tasks and approvals that move a job from start to finish inside an organization, involving people, systems and tools—think of it like a recipe or an assembly line that ensures actions happen in the right order. Investors care about workflows because clear, efficient processes reduce mistakes, speed delivery, lower costs and make growth easier to scale, so strong workflows often signal better operational performance and steadier future earnings.

embedded ai technical

Embedded AI is artificial intelligence built directly into a device, machine, or software rather than running only in the cloud; think of it as a small “brain” inside a product that can make decisions, recognize patterns, or automate tasks on its own. For investors, embedded AI can change a company’s competitive edge, cost structure and recurring revenue potential by enabling smarter products, lower latency and improved privacy, while also introducing hardware, software and regulatory risks.

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WINDSOR, Conn.--(BUSINESS WIRE)-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Commerce Trust has gone live on SS&C Advent’s Genesis platform. The wealth and trust services division of Commerce Bank manages and administers over $82 billion in assets.¹

Commerce Trust is leveraging multiple SS&C Advent capabilities on the Genesis platform, including portfolio management, trading, and compliance across equity and fixed income portfolios. By operating these functions on a single, cloud-native data platform, the firm gains a more consistent, connected view of its investment activities and greater efficiency across teams.

At the core of the decision for Commerce Trust was a need to move away from fragmented systems and toward a more unified operating model. The cloud-native platform consolidates data into a single source of truth and orchestrates workflows across the investment operation.

“Genesis has given us a modern, end-to-end data foundation that supports our operational needs today and positions us for future growth,” said Paul Zietlow, Chief Operating Officer at Commerce Trust. “Having portfolio information connected in one place enables us to operate more efficiently and make better-informed decisions for our clients.”

The Commerce Trust go-live builds on strong momentum for Genesis, with more than 30 firms live or in implementation since introducing its data platform architecture in 2024. This adoption reflects a broader shift as investment managers and asset owners look to reduce complexity across their operations. SS&C responded to this shift by bringing its investment management technologies together, such as the Eze order and execution management system, under the SS&C Advent organization. Genesis is a direct result of meeting this market shift.

“Firms are looking to simplify operations and get more value from their data,” said Karen Geiger, Co-Head of Wealth & Investment Technologies at SS&C. “The successful go-live at Commerce Trust, together with continued client adoption, further establishes Genesis as a foundation for firms modernizing operations and putting their data to work.”

Genesis is purpose-built for investment and wealth firms overseeing managed accounts and pooled funds in complex, data-intensive environments. The solution consolidates data and supports connected workflows across portfolio management, accounting, risk, reporting, and analytics on a single platform and data model. With a phased approach to adoption, firms can modernize their operations while preserving data integrity, flexibility, and cross-team collaboration. SS&C is continuing to expand Genesis with embedded AI capabilities to enhance automation and workflows, deliver deeper insights, and enable more intuitive interaction with data over time.

To learn more about SS&C Advent’s Genesis platform, visit https://www.advent.com/genesis/

About Commerce Trust

Commerce Trust is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients including wealth and tax planning, investment management, private banking, and trust administration services. With over 100 years of wealth management experience and a team-based approach supported by dedicated, in-house specialists from each financial discipline, and unparalleled service, Commerce Trust clients benefit from the insights gained from our experience administering over $82 billion in total client assets through all market cycles.¹ Learn more at: www.commercetrustcompany.com

¹Commerce Trust as of March 31, 2026.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee

About SS&C Technologies

SS&C is a global provider of services and software for the financial services, insurance and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services, insurance and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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View source version on businesswire.com: https://www.businesswire.com/news/home/20260604230594/en/

Brian Schell | Chief
Financial Officer, SS&C
Technologies
Tel: +1-816-642-0915| E-mail:
InvestorRelations@sscinc.com

Justine Stone | Investor
Relations, SS&C Technologies
Tel: +1- 212-367-4705 | E-mail:
InvestorRelations@sscinc.com

Media Contacts
Breanna King
Prosek Partners
Email : pro-SSC@prosek.com

Source: SS&C