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Overview

Product Information on Moxy

Updated 13th October 2025

What is Moxy?

Moxy is a trade management software designed to facilitate streamlined order management, allocation, and execution workflows for investment professionals. The software supports multi-asset trading and provides tools for order routing, compliance checks, and real-time trade monitoring. Moxy integrates with upstream and downstream systems, enabling connectivity between portfolio management and settlement processes. The software aims to improve operational efficiency by reducing manual interventions, supporting regulatory reporting, and enhancing transparency throughout the trade lifecycle. It addresses business challenges related to trading accuracy, risk mitigation, and regulatory adherence in investment management.

Moxy Pricing

Moxy software offers a pricing model that is typically structured as a license or subscription based on the number of users or assets managed, with variations for implementation and ongoing support. Pricing may vary depending on specific needs including system modules and integration requirements, and may include costs for initial setup and periodic maintenance.

Overall experience with Moxy

Compliance
<50M USD, Finance (non-banking)
FAVORABLE

“Organized and Easy to Use”

4.0
Feb 25, 2019
The implementation is very easy. The user experience is smooth. There are some issues with loading historical data, but overall very good.
There are no reviews in this category.
CRITICAL

Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Peer Discussions

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Software reviews and ratings for EMMS, BI, CRM, MDM, analytics, security and other platforms - Peer Insights by Gartner
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Logo of Moxy

Moxy

bySS&C Advent
in
4.5

About Company

Company Description

Updated 24th March 2025

SS&C Advent operates as a business unit of SS&C Technologies. Its primary function involves offering assistance to over 4,300 investment firms across more than 50 countries. These firms range from global institutions to small start-up practices. SS&C Advent has a history spanning over 30 years during which it has provided solutions aimed at reducing risk and shaping the future of investment management. The company collaborates efficiently with its clients in their business operations.

Company Details

Updated 29th April 2025
Company type
Private
Year Founded
1983
Head office location
San Francisco, United States
Number of employees
1001 - 5000
Website
http://www.advent.com

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Reviewer Insights for: Moxy
Performance of Moxy Across Market Features

Moxy Likes & Dislikes

Like

It was easy and quick to get up and running. Support is always easy to work with.

Like

We implemented Advent's new Genesis modelling product along with Moxy. It provides much greater flexibility than our old product and has streamlined many of our procedures around trading.

Dislike

The search tool is hard to use. Generally, it is easy to find previous entries, but sometimes it can be quite difficult and time consuming. Similar account names also cause problem among different users.

Dislike

Some of the functions could be improved around the trade correction workflow.

Recommended Gartner Insights

  • Critical Capabilities for Trading Platforms (Retired)
  • Magic Quadrant for Trading Platforms (Retired)

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Moxy Reviews and Ratings

Showing data for 2 ratings and reviews for Trading Platforms (Retired) market. View all 2 ratings and reviews across markets for a complete picture.

4.5

(2 Ratings)

Rating Distribution

5 Star
50%
4 Star
50%
3 Star
0%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.5

Integration & Deployment

4.5

Service & Support

4.5

Product Capabilities

4.0

Filter Reviews
Sort By:
Most helpful
Last 12 Months
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Reviewer's Industry
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  • Compliance
    <50M USD
    Finance (non-banking)
    Review Source

    Organized and Easy to Use

    4.0
    Feb 25, 2019
    The implementation is very easy. The user experience is smooth. There are some issues with loading historical data, but overall very good.
  • AVP, Information Technology
    <50M USD
    Finance (non-banking)
    Review Source

    Positive implementation experience

    5.0
    Jan 9, 2019
    Our overall experience has been positive. The implementation specialist was knowledgeable and a pleasure to work with.
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