SS&C Advent | Portfolio Management and Accounting Solutions

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.

See all business needs

FEATURED SOLUTIONS

Explore some of our leading solutions

Advent Portfolio Exchange

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

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Black Diamond Wealth Platform

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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Geneva for Asset Managers

Grow your business with a core portfolio management solution designed to remove 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

Access 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

Investrack

video

Featured Solution

Investrack

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solutions give advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and even trading at their fingertips, whenever and however they want. Investrack streamlines communications between you and your clients, taking client engagement to the next level.

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