BUSINESS NEEDS

Meeting the many demands of your business

Client Portal

Build and strengthen relationships with our digital client experience.

Data Management

Count on accurate and timely data for your entire investment lifecycle through a single platform.

Fund Accounting

Leverage our multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting.

Outsourcing

Increase efficiency and scalability with cloud-delivered technology and outsourced services.

Portfolio Management Accounting & Reporting

Make your workflow work for you with integrated and customized portfolio and investment management and reporting.

Trading, Rebalancing & Compliance

Streamline trading with a true cloud solution for model management and rebalancing.

Client Relationship Management

Stay focused on your clients with an integrated central knowledge base of all relationships firm-wide.

Fund Order Management

Ensure efficient fund distribution with automated order management processes.

Implementation & Professional Services

Maximize the potential of your technology with best-in-class services.

Investor Servicing

Simplify accounting and servicing partnerships with support for unlimited fund structures and flexible investor fee calculations.

Margin & Finance Management

Minimize costs with fully transparency margin and fee calculations.

Reconciliation & Workflow Management

Reduce operational risk with robust exception management and data governance workflow.

Research Management

Harness your firm’s collective knowledge with an organized and centralized investment research repository.

Revenue Management

Streamline your billing and revenue processes with a comprehensive revenue management solution.

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