SS&C Advent | Portfolio Management and Accounting Solutions

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Technology and operations outsourcing: A guide for asset and wealth managers

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Gain perspective about how technology can support firms like yours. Explore our resources.

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

See all business needs

FEATURED SOLUTIONS

Explore some of our leading solutions

Advent Portfolio Exchange

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

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Black Diamond Wealth Platform

With the Black Diamond Wealth Platform as the hub of your advisory business, you’ll be able to leverage technology to drive profitability, scale, and growth.

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Geneva for Asset Managers

Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers.

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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

THOUGHT LEADERSHIP

Expert analysis and resources from SS&C Advent

Case Study

Diversified Trust

Video

Advent Outsourcing Services

Whitepaper

Trends Reshaping Asset Management

Recorded Webinar

Managing Private Equity Funds with Geneva World Investor

Video

Client Story - Duane D'Orazio from Conestoga

Product Brief

Advent Portfolio Exchange

Video

Black Diamond: Where Advisors and Clients Connect

Whitepaper

Hitting a Technology Roadblock?

Product Brief

Geneva for Asset Managers

Product Brief

Advent Genesis

Case Study

Pareto Asset Management

Featured Solution

Salentica Engage on Microsoft Dynamics 365

video

Featured Solution

Salentica Engage

Salentica Engage is a complete, configurable CRM solution built on Microsoft Dynamics 365 and designed to meet the needs of advisors and wealth managers. Salentica Engage includes prebuilt real-time integrations to industry leading custodians such as the Schwab OpenView Gateway®, TD Ameritrade Institutional’s Veo® and Fidelity’s Wealthscape℠ platform. This integration enables Salentica Engage to provide a single view of the client’s profile and holdings.

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