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Partners

Supported by a network of industry-leading partners around the globe, we help advance technology standards while providing clients access a wider range of resources.

Extending the capabilities of your technology

Our valuable Alliance Partners enable you to get more from your Advent platform and further streamline your operations. They provide a wealth of software, data, consulting and other services that augment our technology and extend its capabilities. We collaborate closely with our partners to develop seamlessly integrated solutions tailored to your needs.

Abacus Group, LLC company logo
Abacus Group, LLC

IT Hosting

ACA Compliance Group company logo
ACA Compliance Group

GIPS Compliance Verification

AdvisorPeak company logo
AdvisorPeak

Trading & Rebalancing

Advizr company logo
Advizr

Financial Planning

Ancerno company logo
Ancerno

Transaction Cost Analysis

Aqua Equities company logo
Aqua Equities

Electronic Trading Destinations

Ascendant Compliance Manager company logo
Ascendant Compliance Manager

Compliance

BIDS Trading company logo
BIDS Trading

Electronic Trading Destinations

BlazePortfolio company logo
BlazePortfolio

Trading and Rebalancing

BlockCross company logo
BlockCross

Electronic Trading Destinations

Box company logo
Box

Cloud Content Management

Broadridge company logo
Broadridge

Electronic Proxy Voting

Cadis, a Markit Company company logo
Cadis, a Markit Company

Enterprise Data Management

Chaikin Analytics company logo
Chaikin Analytics

Portfolio Analytics

Cheshire Software, Inc company logo
Cheshire Software, Inc

Financial Planning

Chicago Clearing Corporation company logo
Chicago Clearing Corporation

Security Class Actions

eMoney company logo
eMoney

Financial Planning

Everysk Technologies Inc. company logo
Everysk Technologies Inc.

Predictive Stress Testing

Eze Castle Integration company logo
Eze Castle Integration

IT Hosting

factorE company logo
factorE

Portfolio Analytics

FactSet company logo
FactSet

Portfolio Analytics and Real-Time Pricing

FXConnect company logo
FXConnect

Electronic Trading Destinations

Generic Network Systems company logo
Generic Network Systems

IT Hosting

HiddenLevers company logo
HiddenLevers

Portfolio Analytics

ICE Data Services company logo
ICE Data Services

Security Pricing and Reference Data, Real-time Pricing

InfoHedge Technologies company logo
InfoHedge Technologies

IT Hosting

InStream Wealth company logo
InStream Wealth

Financial Planning

Investor Analytics company logo
Investor Analytics

Risk Management

InvestorForce company logo
InvestorForce

Performance Reporting Network

ITG company logo
ITG

Compliance, Transaction Cost Analysis

Junxure company logo
Junxure

Customer Relationship Management

KlarityRisk company logo
KlarityRisk

Risk Management

Kwanti Inc company logo
Kwanti Inc

Portfolio Analytics and Proposal Generation

Liquidnet company logo
Liquidnet

Electronic Trading Destinations

Markit company logo
Markit

Enterprise Data Management

Matsco Solutions Limited company logo
Matsco Solutions Limited

IT Hosting

MoneyGuidePro company logo
MoneyGuidePro

Financial Planning

Morningstar company logo
Morningstar

Research and Analytics, Performance Attribution

Omgeo company logo
Omgeo

Post-Trade Workflow Automation

Paladyne Systems Inc. company logo
Paladyne Systems Inc.

IT Hosting

PractiFI company logo
PractiFI

CRM

Quovo company logo
Quovo

Account Aggregation

RedBlack Software company logo
RedBlack Software

Portfolio Rebalancing

Redtail Technology company logo
Redtail Technology

Client Relationship Management

Refinitiv company logo
Refinitiv

Security pricing and reference data

RIA in a Box  company logo
RIA in a Box

Compliance

Richard Fleischman Associates company logo
Richard Fleischman Associates

IT Hosting

RightCapital company logo
RightCapital

Financial Planning

Riskalyze company logo
Riskalyze

Risk Alignment

RiXtrema company logo
RiXtrema

Portfolio Crash Testing

Salentica company logo
Salentica

Customer Relationship Management

Skience by The Athene Group company logo
Skience by The Athene Group

Books & Records, Data Aggregation and Straight Through Processing

SmartRIA company logo
SmartRIA

Compliance

SMArtX Advisory Solutions company logo
SMArtX Advisory Solutions

SMA/UMA Model Marketplace

SS&C Risk & Compliance Intelligence Platform (RCI) company logo
SS&C Risk & Compliance Intelligence Platform (RCI)

Regulation Technology

StratiFi Technologies Inc company logo
StratiFi Technologies Inc

Portfolio Analytics

SunGard Global Network company logo
SunGard Global Network

Electronic Trading Destinations

Telemet America company logo
Telemet America

Real-time Pricing for Moxy

Timelineapp Tech Limited company logo
Timelineapp Tech Limited

Retirement Planning

Tolerisk company logo
Tolerisk

Risk Tolerance Assessment

Totum Risk company logo
Totum Risk

Risk Tolerance, Portfolio Analytics, & Proposal Generation

TRX Total Rebalance Experts company logo
TRX Total Rebalance Experts

Trading and Rebalancing

Virtus company logo
Virtus

Bank Debt Security and Reference Data

Wealthbox® CRM company logo
Wealthbox® CRM

Customer Relationship Management

Wolters Kluwer Financial Services - GainsKeeper® FundTax™ company logo
Wolters Kluwer Financial Services - GainsKeeper® FundTax™

Automated tax calculations & reporting

XLR8 company logo
XLR8

Customer Relationship Management

Zacks Professional Services company logo
Zacks Professional Services

Research and Analytics

Market Data

With secure processing hubs in the US and Europe, Advent Direct Data Services provides a global two-way connectivity and communication platform for firms to receive and disseminate all asset and portfolio-related information. Advent Direct Data Services enables you to quickly keep pace with the increasingly complex data requirements of today’s financial services industry.

Custodial and Prime Broker Partners

More than 800 custodians and prime brokers partner with Advent to deliver daily account-level information for reconciliation via Advent Custodial Data (ACD) and Advent Portfolio Data (APD). See the full list of custodians and prime broker partners.

Grow your business with us at SS&C Deliver

Sponsorship Opportunities

For more information, please contact Kevin Adekoya (kadekoya@sscinc.com) to learn more about exhibitor and sponsorship opportunities.

Find Out More