Partners

We partner with other industry leaders to help advance technology standards and give our clients access to a wider range of resources. Learn about our network of partners and what they have to offer.

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

IT Hosting

ACA Compliance Group

GIPS Compliance Verification

AdvisorPeak

Trading & Rebalancing

AdvisoryWorld

Portfolio Analytics, Investment Planning and Proposal Generation

Advizr

Financial Planning

Ancerno

Transaction Cost Analysis

Aqua Equities

Electronic Trading Destinations

Ascendant Compliance Manager

Compliance

BIDS Trading

Electronic Trading Destinations

BlazePortfolio

Trading and Rebalancing

BlockCross

Electronic Trading Destinations

Box

Cloud Content Management

Broadridge

Electronic Proxy Voting

Cadis, a Markit Company

Enterprise Data Management

Chaikin Analytics

Portfolio Analytics

Cheshire Software, Inc

Financial Planning

Chicago Clearing Corporation

Security Class Actions

eMoney

Financial Planning

Everysk Technologies Inc.

Predictive Stress Testing

Eze Castle Integration

IT Hosting

factorE

Portfolio Analytics

FactSet

Portfolio Analytics and Real-Time Pricing

FXConnect

Electronic Trading Destinations

Generic Network Systems

IT Hosting

Globacom Technologies

Client Engagement/Reporting

HiddenLevers

Portfolio Analytics

ICE Data Services

Security Pricing and Reference Data, Real-time Pricing

InfoHedge Technologies

IT Hosting

InStream Wealth

Financial Planning

Investor Analytics

Risk Management

InvestorForce

Performance Reporting Network

ITG

Compliance, Transaction Cost Analysis

Junxure

Customer Relationship Management

KlarityRisk

Risk Management

Kwanti Inc

Portfolio Analytics and Proposal Generation

Liquidnet

Electronic Trading Destinations

Markit

Enterprise Data Management

Matsco Solutions Limited

IT Hosting

MoneyGuidePro

Financial Planning

Morningstar

Research and Analytics, Performance Attribution

Omgeo

Post-Trade Workflow Automation

Paladyne Systems Inc.

IT Hosting

PractiFI

CRM

Quovo

Account Aggregation

RedBlack Software

Portfolio Rebalancing

Redtail Technology

Client Relationship Management

Richard Fleischman Associates

IT Hosting

RightCapital

Financial Planning

Riskalyze

Risk Alignment

RiXtrema

Portfolio Crash Testing

Salentica

Customer Relationship Management

Skience by The Athene Group

Books & Records, Data Aggregation and Straight Through Processing

SmartRIA

Compliance

SMArtX Advisory Solutions

SMA/UMA Model Marketplace

SunGard Global Network

Electronic Trading Destinations

Telemet America

Real-time Pricing for Moxy

Thomson Reuters

Security Pricing and Reference Data

Totum Risk

Risk Tolerance, Portfolio Analytics, & Proposal Generation

TradeWarrior

Trading and Rebalancing

TRX Total Rebalance Experts

Trading and Rebalancing

Virtus

Bank Debt Security and Reference Data

Wealthbox® CRM

Customer Relationship Management

Wolters Kluwer Financial Services - GainsKeeper® FundTax™

Automated tax calculations & reporting

XLR8

Customer Relationship Management

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