BUSINESS NEEDS

Meeting the demands of your business

Client Portal

A digital client experience to build and strengthen relationships

Data Management

Accurate and timely data for your entire investment lifecycle through a single platform

Fund Accounting

Multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting

Outsourcing

Cloud-delivered technology and outsourced services for increased efficiency and scale

Portfolio Management Accounting & Reporting

Integrated portfolio and investment management and reporting the way you need it

Trading, Rebalancing & Compliance

A true cloud solution for model management and rebalancing that streamlines trading

Client Relationship Management

An integrated central knowledge base across your firm of all relationships

Fund Order Management

Automated order management processes for efficient fund distribution

Implementation & Professional Services

Best-in-class services to maximize the potential of your technology

Investor Servicing

Partnership accounting and servicing with support for unlimited fund structures and flexible investor fee calculations

Margin & Finance Management

Full transparency into margin and fee calculations to minimize costs

Reconciliation & Workflow Management

Exception management and workflow to reduce operational risk

Research Management

Investment research management to harness your firm’s collective knowledge

Revenue Management

Get bills out and invoices in faster

Advent is probably the key partner in the development of our business. It’s at the heart of everything we do.
Nicolai Haugan, Director of Marketing
Sparebank1 Kapitalforvaltning
FIND OUT MORE

Get in touch with SS&C Advent